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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
SFWC
901
Strategic Family Wealth Counselors
New Jersey
$3.47M +$69.3K +1,032 +2%
SAM
902
Smartleaf Asset Management
Massachusetts
$3.46M +$751K +11,172 +29%
1WM
903
1900 Wealth Management
Texas
$3.45M +$32.6K +486 +1%
RW
904
RVW Wealth
California
$3.45M -$21K -312 -0.6%
IAN
905
Integrated Advisors Network
Texas
$3.44M -$91.9K -1,368 -3%
DFCM
906
Dark Forest Capital Management
Puerto Rico
$3.44M +$1.04M +15,552 +45%
CFFP
907
Center for Financial Planning
Michigan
$3.42M +$6.45K +96 +0.2%
FA
908
Financial Alternatives
California
$3.42M -$6.45K -96 -0.2%
EI
909
Ellevest Inc
New York
$3.41M -$22.6K -336 -0.7%
GAM
910
Grandview Asset Management
Pennsylvania
$3.4M +$3.33M +49,632 New
MWP
911
Madison Wealth Partners
Wisconsin
$3.39M -$21.4K -318 -0.6%
WTC
912
WhitTier Trust Company
Nevada
$3.38M +$28.2K +420 +0.9%
FPCG
913
Forum Private Client Group
Indiana
$3.37M -$81K -1,206 -2%
SAM
914
Synergy Asset Management
Washington
$3.37M +$1.76M +26,250 +107%
OWA
915
Outlook Wealth Advisors
Texas
$3.36M +$171K +2,544 +5%
KWA
916
Kingswood Wealth Advisors
California
$3.34M +$1.13M +16,764 +52%
NP
917
NorthRock Partners
Minnesota
$3.33M -$243K -3,624 -7%
AWM
918
Accurate Wealth Management
Florida
$3.32M -$101K -1,500 -3%
KWM
919
Keebeck Wealth Management
Illinois
$3.31M +$171K +2,538 +6%
CIA
920
Covington Investment Advisors
Pennsylvania
$3.31M +$61.7K +918 +2%
ATS
921
Ashton Thomas Securities
New York
$3.31M -$261K -3,882 -7%
RFG
922
RFP Financial Group
Georgia
$3.31M -$3.39M -50,388 -51%
PTP
923
Platform Technology Partners
New York
$3.29M +$692K +10,308 +27%
AR
924
Apeiron RIA
Texas
$3.28M -$162K -2,412 -5%
CSB
925
City State Bank
Iowa
$3.28M +$323K +4,806 +11%

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.