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Vanguard Morningstar Growth ETF
VUG

2,221 hedge funds and large institutions have $91.5B invested in Vanguard Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 876 increasing their positions, 806 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 64

54% more call options, than puts

Call options by funds: $97.8M | Put options by funds: $63.4M

3% more funds holding

Funds holding: 2,155 → 2,221 (+66)

9% more repeat investments, than reductions

Existing positions increased: 876 | Existing positions reduced: 806

5% more capital invested

Capital invested by funds: $87.5B → $91.5B (+$3.96B)

5% less funds holding in top 10

Funds holding in top 10: 402 → 382 (-20)

11.86% less ownership

Funds ownership: 405.39% → 393.53% (-12%)

Holders
2,221
Holders Change
+66
Holders Change %
+3.06%
% of All Funds
31.89%
Holding in Top 10
382
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-4.98%
% of All Funds
5.48%
New
155
Increased
876
Reduced
806
Closed
64
Calls
$97.8M
Puts
$63.4M
Net Calls
+$34.3M
Net Calls Change
-$30.9M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$240M
2
AA
Axiom Advisory
California
+$229M
3
DWM
Dynasty Wealth Management
Florida
+$156M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$135M
5
SAF
Smith Anglin Financial
Texas
+$134M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$2.06B
2
Financial Engines Advisors
Financial Engines Advisors
California
-$196M
3
LWM
Liberty Wealth Management
California
-$160M
4
PC
Permanens Capital
New York
-$72.2M
5
CCA
Checchi Capital Advisers
California
-$53.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
951
American Institute for Advanced Investment Management
Arizona
$2.34M -$26K -420 -1%
MAS
952
Meeder Advisory Services
Ohio
$2.33M +$204K +3,288 +10%
SFG
953
Sunburst Financial Group
Alabama
$2.33M -$6.69K -108 -0.3%
STA
954
Summit Trail Advisors
New York
$2.33M +$372 +6 +0%
ST
955
Sabal Trust
Florida
$2.32M -$195K -3,150 -8%
AFWM
956
Abich Financial Wealth Management
Virginia
$2.32M -$3.45M -55,626 -61%
SLA
957
Silver Lake Advisory
Utah
$2.31M +$47.2K +762 +2%
WA
958
WESPAC Advisors
California
$2.31M -$96K -1,548 -4%
JPG
959
Jordan Park Group
California
$2.3M – – –
ATC
960
Argent Trust Co
Tennessee
$2.29M +$12.3K +198 +0.6%
WE
961
Wealth Effects
Massachusetts
$2.28M +$18.2K +294 +0.8%
SSW
962
Stone Summit Wealth
Florida
$2.28M +$142K +2,286 +7%
LSA
963
Lion Street Advisors
Texas
$2.28M -$96.7K -1,560 -4%
MG
964
MilWealth Group
Wisconsin
$2.27M -$744 -12 -0%
CPSC
965
Carl P. Sherr & Co
Massachusetts
$2.26M +$88.9K +1,434 +4%
JHCP
966
Jackson Hole Capital Partners
Oklahoma
$2.25M -$43.5K -702 -2%
RSWA
967
Robinson Smith Wealth Advisors
Maine
$2.25M -$5.95K -96 -0.3%
WAG
968
Wiser Advisor Group
Arizona
$2.24M +$2.23K +36 +0.1%
MAM
969
Madison Asset Management
Wisconsin
$2.24M +$2.17M +34,998 New
SSWM
970
Smith Salley Wealth Management
North Carolina
$2.24M – – –
EWM
971
Evergreen Wealth Management
Michigan
$2.23M -$264K -4,260 -11%
DFCM
972
Dark Forest Capital Management
Puerto Rico
$2.22M -$234K -3,768 -10%
JE
973
JMAC Enterprises
Pennsylvania
$2.2M +$46.5K +750 +2%
BAM
974
Belpointe Asset Management
Nevada
$2.2M -$109K -1,764 -5%
TWC
975
TD Waterhouse Canada
Ontario, Canada
$2.2M -$316K -5,106 -13%
37 38
39
40 41

VUG Hedge Fund Activity: Q3 2024 in Review

2,221 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2024, worth a combined $91.5B — up 4.5% from $87.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new VUG positions and 64 closed out — a net gain of 91 holders — while 876 added to existing stakes and 806 trimmed.

The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Strategic Financial Concepts, cutting an estimated $2.06B.

  • 2,221 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2024, up from 2,155 in Q2 2024.
  • Funds reported $91.5B of Vanguard Morningstar Growth ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 155 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2024 and 64 closed out, a net change of +91 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q3 2024 was Bank of America, an estimated $240M added.
  • The largest Vanguard Morningstar Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $2.06B sold.

Based on aggregated 13F filings for Q3 2024.