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Vanguard Morningstar Growth ETF

2,501 hedge funds and large institutions have $115B invested in Vanguard Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 392 funds opening new positions, 934 increasing their positions, 779 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more first-time investments, than exits

New positions opened: 392 | Existing positions closed: 65

26% more capital invested

Capital invested by funds: $91.5B → $115B (+$23.9B)

20% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 779

13% more funds holding in top 10

Funds holding in top 10: 382432 (+50)

13% more funds holding

Funds holding: 2,2212,501 (+280)

6.44% less ownership

Funds ownership: 393.53%387.1% (-6.4%)

19% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $116M

Holders
2,501
Holders Change
+280
Holders Change %
+12.61%
% of All Funds
32.94%
Holding in Top 10
432
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+13.09%
% of All Funds
5.69%
New
392
Increased
934
Reduced
779
Closed
65
Calls
$93.3M
Puts
$116M
Net Calls
-$22.5M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
826
Eclectic Associates
California
$4.19M +$854K +12,708 +26%
MA
827
Montag & Associates
Georgia
$4.17M -$119K -1,776 -3%
RAM
828
Riggs Asset Management
Pennsylvania
$4.17M +$52.4K +780 +1%
GCA
829
Gradient Capital Advisors
California
$4.17M -$98.8K -1,470 -2%
VW
830
Veridan Wealth
Oregon
$4.16M +$4.05M +60,228 New
ZF
831
Zhang Financial
Michigan
$4.16M +$9.67K +144 +0.2%
SWM
832
Stark Wealth Management
Pennsylvania
$4.14M +$4.07M +60,552 New
FC
833
Forte Capital
New York
$4.13M -$120K -1,788 -3%
HWA
834
Hillcrest Wealth Advisors
New Jersey
$4.12M -$101K -1,500 -2%
DWP
835
Daymark Wealth Partners
Ohio
$4.12M -$136K -2,022 -3%
CWL
836
Causey Wealth LLC
Colorado
$4.11M +$4.04M +60,078 New
WAS
837
WESPAC Advisors SoCal
California
$4.1M -$1.28M -19,068 -24%
FVIM
838
Fort Vancouver Investment Management
Washington
$4.08M
WIM
839
Warwick Investment Management
Texas
$4.07M +$2.01M +29,886 +101%
HFRG
840
Houlihan Financial Resource Group
Virginia
$4.06M -$103K -1,536 -3%
RFP
841
Root Financial Partners
California
$4.01M +$2.11M +31,410 +115%
COCM
842
Charter Oak Capital Management
New Hampshire
$4M +$98.8K +1,470 +3%
PRP
843
Peak Retirement Planning
Ohio
$3.99M +$3.91M +58,152 New
SFO
844
Stokes Family Office
Louisiana
$3.98M -$957K -14,250 -20%
HPFG
845
Hart & Patterson Financial Group
Massachusetts
$3.98M -$144K -2,148 -4%
BFS
846
BridgePort Financial Solutions
Iowa
$3.98M +$4.02M +59,898 New
IIC
847
Integrated Investment Consultants
Michigan
$3.98M +$3.91M +58,146 New
PCA
848
Pallas Capital Advisors
Massachusetts
$3.97M +$30.6K +456 +0.8%
TCA
849
Transcend Capital Advisors
New Jersey
$3.96M +$1.21K +18 +0%
OP
850
ORG Partners
Indiana
$3.96M +$647K +9,630 +20%

VUG Hedge Fund Activity: Q4 2024 in Review

2,501 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q4 2024, worth a combined $115B — up 26% from $91.5B a quarter earlier.

Buyers outnumbered sellers: 392 funds opened new VUG positions and 65 closed out — a net gain of 327 holders — while 934 added to existing stakes and 779 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $2.19B. The largest seller was Provida Pension Fund Administrator, cutting an estimated $239M.

  • 2,501 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q4 2024, up from 2,221 in Q3 2024.
  • Funds reported $115B of Vanguard Morningstar Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 392 funds opened new Vanguard Morningstar Growth ETF positions in Q4 2024 and 65 closed out, a net change of +327 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $2.19B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q4 2024 was Provida Pension Fund Administrator, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2024.