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
SEP
926
Southland Equity Partners
Missouri
$3.27M +$56K +834 +2%
RMCM
927
Reynders McVeigh Capital Management
Massachusetts
$3.27M -$58.8K -876 -2%
CT
928
Coastline Trust
Rhode Island
$3.26M
HA
929
Hanover Advisors
South Carolina
$3.26M +$81.4K +1,212 +3%
PIA
930
Panoramic Investment Advisors
Colorado
$3.25M +$327K +4,866 +11%
CCFM
931
Clear Creek Financial Management
Washington
$3.22M +$150K +2,238 +5%
RIL
932
Rothschild Investment LLC
Illinois
$3.22M -$197K -2,934 -6%
BBNB
933
Baker Boyer National Bank
Washington
$3.21M +$13.3K +198 +0.4%
RWI
934
Red Wave Investments
Pennsylvania
$3.21M -$60.5K -900 -2%
AAM
935
Aureus Asset Management
Massachusetts
$3.2M
RFP
936
RCS Financial Planning
Maryland
$3.2M -$245K -3,642 -7%
ACM
937
Advance Capital Management
Michigan
$3.19M -$18.1K -270 -0.6%
WBCM
938
Wilson & Boucher Capital Management
California
$3.17M
ACA
939
American Capital Advisory
Idaho
$3.15M +$168K +2,496 +6%
KP
940
Keel Point
Alabama
$3.15M +$1.07M +15,882 +53%
SWM
941
Sanctuary Wealth Management
Idaho
$3.15M +$1.39M +20,742 +82%
AO
942
Advisor OS
Illinois
$3.15M +$465K +6,918 +18%
CWA
943
Canvas Wealth Advisors
Kansas
$3.15M -$184K -2,736 -6%
KFP
944
KMG Fiduciary Partners
Ohio
$3.1M -$208K -3,090 -6%
RIS
945
Richmond Investment Services
Wisconsin
$3.08M +$3.02M +45,024 New
EMAM
946
Encompass More Asset Management
California
$3.07M +$3.02M +44,898 New
HFS
947
Hoge Financial Services
Pennsylvania
$3.07M -$16.9K -252 -0.6%
EWM
948
Evermay Wealth Management
Virginia
$3.06M -$104K -1,554 -3%
CCWM
949
Cassaday & Co Wealth Management
Virginia
$3.05M +$4.43K +66 +0.1%
SAMC
950
Spectrum Asset Management (California)
California
$3.05M -$80.2K -1,194 -3%

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.