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Vanguard Morningstar Growth ETF
VUG

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: 382 → 432 (+50)

13% more funds holding

Funds holding: 2,221 → 2,501 (+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

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.19B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$450M
3
LNC
Lincoln National Corp
Pennsylvania
+$288M
4
Wells Fargo
Wells Fargo
California
+$213M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$187M

Top Sellers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
-$239M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$193M
3
Bank of America
Bank of America
North Carolina
-$141M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$66.3M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$59.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAMA
1001
EFG Asset Management (Americas)
Florida
$2.63M -$786K -11,700 -23%
FC
1002
Fjell Capital
North Dakota
$2.63M +$2.58M +38,424 New
BCWM
1003
Bartlett & Co Wealth Management
Ohio
$2.62M -$33.1K -492 -1%
JSL
1004
JT Stratford LLC
Georgia
$2.62M +$50K +744 +2%
BP
1005
Ballentine Partners
Massachusetts
$2.62M +$593K +8,832 +30%
NCM
1006
Next Capital Management
New York
$2.59M – – –
CAM
1007
Columbia Asset Management
Michigan
$2.59M -$299K -4,446 -11%
EL
1008
EWA LLC
Pennsylvania
$2.58M -$30.2K -450 -1%
NSAM
1009
North Star Asset Management
Wisconsin
$2.58M – – –
BC
1010
Bowman & Company
Wisconsin
$2.58M +$304K +4,530 +14%
PL
1011
Plancorp LLC
Missouri
$2.57M -$9.27K -138 -0.4%
IWA
1012
IBEX Wealth Advisors
New Jersey
$2.55M +$2.51M +37,338 New
KWM
1013
Kaydan Wealth Management
Michigan
$2.53M +$214K +3,192 +9%
SIAS
1014
Summit Investment Advisory Services
Minnesota
$2.53M +$403 +6 +0%
MWM
1015
MTC Wealth Management
Florida
$2.51M -$71.3K -1,062 -3%
AIFAIM
1016
American Institute for Advanced Investment Management
Arizona
$2.48M -$18.9K -282 -0.8%
BCMO
1017
Buckingham Capital Management (Ohio)
Ohio
$2.48M +$2.44M +36,294 New
SSW
1018
Stone Summit Wealth
Florida
$2.48M +$42.3K +630 +2%
KIM
1019
Kane Investment Management
California
$2.48M +$2.44M +36,258 New
SLA
1020
Silver Lake Advisory
Utah
$2.48M +$13.7K +204 +0.6%
BZWA
1021
Blue Zone Wealth Advisors
California
$2.48M -$45.1K -672 -2%
JPG
1022
Jordan Park Group
California
$2.46M – – –
IIA
1023
IPG Investment Advisors
California
$2.46M +$2.42M +35,958 New
SSWM
1024
Smith Salley Wealth Management
North Carolina
$2.46M +$64.9K +966 +3%
PA
1025
Pinnacle Associates
New York
$2.46M +$789K +11,748 +49%
39 40
41
42 43

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.