We are live on ! Find out more
VUG icon

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
Barclays
851
Barclays
United Kingdom
$3.95M +$3.79M +56,370 +4,139%
PP
852
Paloma Partners
Connecticut
$3.94M +$3.87M +57,600 New
LPAM
853
Lodestar Private Asset Management
California
$3.92M -$55.6K -828 -1%
MBI
854
May Barnhard Investments
Maryland
$3.91M +$121K +1,794 +3%
GFPC
855
Global Financial Private Client
Florida
$3.9M -$345K -5,136 -8%
BCG
856
Bravias Capital Group
New Jersey
$3.89M +$3.75M +55,830 New
PMFA
857
Plante Moran Financial Advisors
Michigan
$3.89M -$49.2K -732 -1%
WEG
858
World Equity Group
Illinois
$3.87M +$3.05M +45,450 +407%
PA
859
Probity Advisors
Texas
$3.87M -$142K -2,112 -4%
MC
860
Moors & Cabot
Massachusetts
$3.86M +$265K +3,948 +8%
BTI
861
Blue Trust Inc
Georgia
$3.86M -$36.3K -540 -0.9%
SAI
862
Savvy Advisors Inc
New York
$3.86M +$223K +3,318 +6%
NPT
863
Nixon Peabody Trust
Massachusetts
$3.86M
WF
864
WoodTrust Financial
Wisconsin
$3.85M +$104K +1,542 +3%
FAT
865
First American Trust
California
$3.83M +$256K +3,810 +7%
CFGSD
866
Compass Financial Group (South Dakota)
South Dakota
$3.82M -$16.1K -240 -0.4%
DTC
867
Davidson Trust Company
Washington
$3.79M -$196K -2,922 -5%
CAM
868
Cozad Asset Management
Illinois
$3.79M -$52K -774 -1%
MWM
869
MGB Wealth Management
Texas
$3.78M +$84.2K +1,254 +2%
SOS
870
Silver Oak Securities
Tennessee
$3.75M +$2.48M +36,882 +211%
SPI
871
Sutton Place Investors
New York
$3.74M -$31K -462 -0.8%
AQR Capital Management
872
AQR Capital Management
Connecticut
$3.74M +$450K +6,702 +14%
GIA
873
Guyasuta Investment Advisors
Pennsylvania
$3.72M +$363K +5,400 +11%
KCIC
874
Kuhn & Co Investment Counsel
Illinois
$3.71M -$41.1K -612 -1%
VA
875
Valmark Advisers
Ohio
$3.71M -$408K -6,066 -10%

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.