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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
SWM
1076
Sagace Wealth Management
Florida
$2.25M -$536K -7,974 -20%
WFA
1077
West Financial Advisors
Iowa
$2.24M +$123K +1,830 +6%
T
1078
TrueFG
Texas
$2.24M -$33.9K -504 -2%
BWM
1079
BKM Wealth Management
Wisconsin
$2.24M -$97.5K -1,452 -4%
PFG
1080
PAX Financial Group
Texas
$2.23M +$365K +5,436 +20%
Principal Financial Group
1081
Principal Financial Group
Iowa
$2.23M +$2.19M +32,616 New
OAM
1082
Occidental Asset Management
California
$2.22M +$510K +7,596 +30%
BAM
1083
Belpointe Asset Management
Nevada
$2.22M +$73K +1,086 +3%
AIM
1084
Allen Investment Management
New York
$2.21M +$1.67M +24,846 +331%
LSA
1085
Lion Street Advisors
Texas
$2.21M -$225K -3,348 -9%
NB
1086
Nicolet Bankshares
Wisconsin
$2.21M – – –
TSWM
1087
Triangle Securities Wealth Management
North Carolina
$2.2M +$87.5K +1,302 +4%
ISFAN
1088
Investor's Fiduciary Advisor Network
Washington
$2.19M +$2.15M +32,040 New
FWM
1089
Foguth Wealth Management
Michigan
$2.19M +$30.2K +450 +1%
JAG
1090
Journey Advisory Group
Kentucky
$2.16M – – –
GWA
1091
Geometric Wealth Advisors
District of Columbia
$2.16M – – –
ONB
1092
Old National Bancorp
Indiana
$2.15M +$906K +13,488 +75%
CWC
1093
Carolinas Wealth Consulting
North Carolina
$2.15M +$12.1K +180 +0.6%
OFS
1094
OneAscent Financial Services
Alabama
$2.14M +$2.1M +31,296 New
HAM
1095
Hickory Asset Management
Ohio
$2.14M +$2.1M +31,296 New
MGWM
1096
Marks Group Wealth Management
Minnesota
$2.14M -$110K -1,638 -5%
CAG
1097
Crestwood Advisors Group
Massachusetts
$2.13M +$58.8K +876 +3%
WT
1098
Whittier Trust
California
$2.13M – – –
WCP
1099
Wick Capital Partners
Pennsylvania
$2.12M +$255K +3,792 +14%
MCM
1100
MV Capital Management
Maryland
$2.1M – – –
42 43
44
45 46

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.