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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
ATC
1026
Argent Trust Co
Tennessee
$2.46M +$2.42K +36 +0.1%
WE
1027
Wealth Effects
Massachusetts
$2.45M +$4.03K +60 +0.2%
RCI
1028
RS Crum Inc
California
$2.44M -$139K -2,070 -5%
PRI
1029
Prepared Retirement Institute
Pennsylvania
$2.43M -$98.4K -1,464 -4%
SWM
1030
SigFig Wealth Management
California
$2.43M -$241K -3,582 -9%
SFG
1031
Sunburst Financial Group
Alabama
$2.43M -$65.3K -972 -3%
FGA
1032
Fortis Group Advisors
New Jersey
$2.42M +$362K +5,382 +18%
RMDI
1033
R.M. Davis Inc
Maine
$2.42M +$912K +13,572 +62%
IF
1034
Intrua Financial
Texas
$2.41M -$1.19M -17,694 -33%
JHCP
1035
Jackson Hole Capital Partners
Oklahoma
$2.41M
RSWA
1036
Robinson Smith Wealth Advisors
Maine
$2.41M +$403 +6 +0%
WA
1037
WESPAC Advisors
California
$2.4M -$59.7K -888 -2%
FNWM
1038
Financial Network Wealth Management
Utah
$2.4M -$105K -1,566 -4%
First Trust Advisors
1039
First Trust Advisors
Illinois
$2.4M +$2.36M +35,094 New
MG
1040
MilWealth Group
Wisconsin
$2.4M -$27.4K -408 -1%
WAG
1041
Wiser Advisor Group
Arizona
$2.4M +$1.61K +24 +0.1%
KF
1042
K2 Financial
California
$2.39M +$2.38M +35,376 New
C
1043
Certuity
Florida
$2.39M +$94.3K +1,404 +4%
TA
1044
TFB Advisors
Kansas
$2.39M -$185K -2,754 -7%
JE
1045
JMAC Enterprises
Pennsylvania
$2.38M +$24.2K +360 +1%
SIC
1046
Salem Investment Counselors
North Carolina
$2.37M +$87.1K +1,296 +4%
TWC
1047
TD Waterhouse Canada
Ontario, Canada
$2.37M -$15.3K -228 -0.7%
CPSC
1048
Carl P. Sherr & Co
Massachusetts
$2.36M -$50.8K -756 -2%
CAM
1049
CPA Asset Management
Florida
$2.35M +$254K +3,786 +12%
KPWG
1050
KFA Private Wealth Group
Virginia
$2.35M +$107K +1,590 +5%

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.