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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
CAM
1051
Covenant Asset Management
New Jersey
$2.34M +$48.8K +726 +2%
EWM
1052
Evergreen Wealth Management
Michigan
$2.34M -$39.1K -582 -2%
Legacy Financial Group (Iowa)
1053
Legacy Financial Group (Iowa)
Iowa
$2.33M +$2.29M +34,128 New
SGI
1054
Summit Global Investments
Utah
$2.33M +$770K +11,466 +51%
QPWM
1055
Quadrant Private Wealth Management
Pennsylvania
$2.32M -$815K -12,138 -26%
AWP
1056
Accretive Wealth Partners
New Jersey
$2.32M -$288K -4,290 -11%
BWMG
1057
Barnes Wealth Management Group
California
$2.32M +$2.28M +33,894 New
PSFG
1058
Park Square Financial Group
Georgia
$2.32M +$2.28M +33,870 New
AIM
1059
Anchor Investment Management
South Carolina
$2.31M +$360K +5,358 +19%
TI
1060
Tidal Investments
Wisconsin
$2.31M +$164K +2,436 +8%
EIP
1061
Easterly Investment Partners
Massachusetts
$2.31M
LWM
1062
Liberty Wealth Management
California
$2.3M +$3.63K +54 +0.2%
FLPIM
1063
F.L. Putnam Investment Management
Massachusetts
$2.3M +$79.4K +1,182 +4%
MWM
1064
Maripau Wealth Management
Indiana
$2.3M +$2.26M +33,588 New
BIM
1065
Bridges Investment Management
Nebraska
$2.29M +$32.6K +486 +1%
EAM
1066
Evanson Asset Management
California
$2.29M -$322K -4,794 -13%
TFA
1067
Trinity Financial Advisors
Ohio
$2.27M +$73.4K +1,092 +3%
GLA
1068
Good Life Advisors
Pennsylvania
$2.27M -$62.5K -930 -3%
RIS
1069
Retirement Income Solutions
Michigan
$2.27M
GIA
1070
Goodwin Investment Advisory
Georgia
$2.26M -$3.63K -54 -0.2%
IWN
1071
Independent Wealth Network
Iowa
$2.26M +$173K +2,574 +8%
ALA
1072
Atlas Legacy Advisors
California
$2.26M +$2.22M +33,030 New
MIM
1073
Marco Investment Management
Georgia
$2.26M +$403 +6 +0%
WP
1074
WMS Partners
Maryland
$2.25M
SWA
1075
Sax Wealth Advisors
New Jersey
$2.25M +$71.7K +1,068 +3%

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.