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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
GIA
951
GHP Investment Advisors
Colorado
$3.04M -$47.2K -702 -2%
LRPA
952
L. Roy Papp & Associates
Arizona
$3.02M +$48.8K +726 +2%
CPA
953
Capital Performance Advisors
California
$3.02M +$75.8K +1,128 +3%
MAS
954
Meeder Advisory Services
Ohio
$3.01M +$500K +7,446 +20%
GWMIA
955
Global Wealth Management Investment Advisory
Florida
$3M +$58.8K +876 +2%
MWG
956
Martin Worley Group
Utah
$2.99M +$2.93M +43,656 New
M
957
MOTCO
Texas
$2.98M -$16.1K -240 -0.5%
AI
958
ArchPoint Investors
Florida
$2.96M
AGA
959
Arkos Global Advisors
Texas
$2.96M
Fisher Asset Management
960
Fisher Asset Management
Washington
$2.93M -$479K -7,128 -14%
DSCM
961
Del-Sette Capital Management
New York
$2.91M -$237K -3,522 -8%
CC
962
Chicago Capital
Illinois
$2.89M -$65.7K -978 -2%
GT
963
Greenleaf Trust
Michigan
$2.88M +$329K +4,896 +13%
UAG
964
United Advisor Group
Ohio
$2.87M +$198K +2,940 +8%
FFM
965
Forum Financial Management
Illinois
$2.87M +$5.24K +78 +0.2%
MA
966
MJP Associates
Connecticut
$2.85M +$210K +3,126 +8%
VT
967
Vise Technologies
New York
$2.84M -$43.1K -642 -2%
UF
968
Univest Financial
Pennsylvania
$2.83M +$90.7K +1,350 +3%
MAM
969
Madison Asset Management
Wisconsin
$2.83M +$428K +6,366 +18%
MIA
970
Madison Investment Advisors
Wisconsin
$2.83M +$2.78M +41,364 New
PPWM
971
Paragon Private Wealth Management
Kentucky
$2.81M -$480K -7,146 -15%
SFPG
972
Stonebridge Financial Planning Group
Florida
$2.81M +$83.4K +1,242 +3%
I
973
INVST
Indiana
$2.81M +$16.1K +240 +0.6%
WI
974
Westbourne Investments
Virginia
$2.8M +$2.75M +40,950 New
PCH
975
PGIM Custom Harvest
New Jersey
$2.8M +$237K +3,522 +9%

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.