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Vanguard Morningstar Growth ETF

2,600 hedge funds and large institutions have $122B invested in Vanguard Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 964 increasing their positions, 925 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 62

90% more call options, than puts

Call options by funds: $178M | Put options by funds: $93.5M

8% more capital invested

Capital invested by funds: $113B → $122B (+$9.21B)

4% more funds holding

Funds holding: 2,4952,600 (+105)

4% more repeat investments, than reductions

Existing positions increased: 964 | Existing positions reduced: 925

1% more funds holding in top 10

Funds holding in top 10: 426429 (+3)

11.23% less ownership

Funds ownership: 388.63%377.39% (-11%)

Holders
2,600
Holders Change
+105
Holders Change %
+4.21%
% of All Funds
34.12%
Holding in Top 10
429
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.7%
% of All Funds
5.63%
New
213
Increased
964
Reduced
925
Closed
62
Calls
$178M
Puts
$93.5M
Net Calls
+$84.3M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1026
SwitchPoint Financial Planning
Utah
$2.87M -$88.9K -1,164 -3%
IIA
1027
IPG Investment Advisors
California
$2.86M
SLA
1028
Silver Lake Advisory
Utah
$2.85M -$26.6K -348 -1%
IF
1029
Ironwood Financial
Arizona
$2.84M +$202K +2,646 +8%
WPA
1030
Wealth Preservation Advisors
Tennessee
$2.84M +$66K +864 +2%
SIC
1031
Salem Investment Counselors
North Carolina
$2.84M +$27.1K +354 +1%
AL
1032
ADE LLC
Maryland
$2.82M -$199K -2,604 -7%
RWM
1033
Rockwood Wealth Management
Pennsylvania
$2.82M
PGFC
1034
Peapack-Gladstone Financial Corp
New Jersey
$2.81M +$34.8K +456 +1%
JHCP
1035
Jackson Hole Capital Partners
Oklahoma
$2.81M
SFG
1036
Sunburst Financial Group
Alabama
$2.81M -$23.8K -312 -0.9%
HW
1037
Hancock Whitney
Mississippi
$2.81M -$10.5K -138 -0.4%
WE
1038
Wealth Effects
Massachusetts
$2.81M +$917 +12 +0%
RCI
1039
RS Crum Inc
California
$2.8M -$6.88K -90 -0.3%
CIA
1040
Compass Ion Advisors
Pennsylvania
$2.78M -$8.25K -108 -0.3%
MG
1041
MilWealth Group
Wisconsin
$2.78M -$15.6K -204 -0.6%
KIM
1042
Kestra Investment Management
Texas
$2.78M -$2.09M -27,294 -44%
SC
1043
Stephens Consulting
Michigan
$2.78M -$104K -1,356 -4%
EL
1044
EWA LLC
Pennsylvania
$2.77M +$3.67K +48 +0.1%
BA
1045
Bridgewater Advisors
New York
$2.76M +$70.2K +918 +3%
RFA
1046
RTD Financial Advisors
Pennsylvania
$2.76M +$555K +7,266 +27%
QPWM
1047
Quadrant Private Wealth Management
Pennsylvania
$2.75M -$66K -864 -2%
FB
1048
Fulton Bank
Pennsylvania
$2.73M +$245K +3,204 +10%
BZWA
1049
Blue Zone Wealth Advisors
California
$2.73M -$94K -1,230 -3%
ACM
1050
Absolute Capital Management
Pennsylvania
$2.73M +$516K +6,750 +25%

VUG Hedge Fund Activity: Q3 2025 in Review

2,600 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2025, worth a combined $122B — up 8.2% from $113B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new VUG positions and 62 closed out — a net gain of 151 holders — while 964 added to existing stakes and 925 trimmed.

The largest buyer was Vantagepoint Investment Advisers, adding an estimated $489M. The largest seller was Bank of America, cutting an estimated $1.05B.

  • 2,600 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2025, up from 2,495 in Q2 2025.
  • Funds reported $122B of Vanguard Morningstar Growth ETF stock for Q3 2025, up 8.2% quarter-over-quarter.
  • 213 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2025 and 62 closed out, a net change of +151 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $489M added.
  • The largest Vanguard Morningstar Growth ETF seller in Q3 2025 was Bank of America, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2025.