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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
BWA
1101
Bordeaux Wealth Advisors
California
$2.1M
GWM
1102
Greenhouse Wealth Management
Connecticut
$2.09M -$18.5K -276 -0.9%
AL
1103
ACAS LLC
California
$2.09M -$222K -3,312 -10%
SWM
1104
SeaCrest Wealth Management
New York
$2.09M +$234K +3,480 +13%
PB
1105
Pinnacle Bancorp
Nebraska
$2.09M -$77.4K -1,152 -4%
PFA
1106
Pure Financial Advisors
California
$2.08M +$551K +8,196 +37%
PP
1107
Patten & Patten
Tennessee
$2.08M +$47.6K +708 +2%
TL
1108
Tradewinds LLC
North Carolina
$2.07M -$8.46K -126 -0.4%
LF
1109
LifeSteps Financial
California
$2.07M -$12.9K -192 -0.6%
MSFS
1110
Main Street Financial Solutions
Pennsylvania
$2.06M -$845K -12,582 -29%
RA
1111
RoundAngle Advisors
New Jersey
$2.06M +$2.02M +30,114 New
ST
1112
Sabal Trust
Florida
$2.06M -$419K -6,240 -17%
HCA
1113
Harbour Capital Advisors
Virginia
$2.05M +$154K +2,286 +8%
WA
1114
Wealthstream Advisors
New York
$2.05M +$35.5K +528 +2%
SWP
1115
Summit Wealth Partners
Florida
$2.05M +$5.24K +78 +0.3%
AAS
1116
Annex Advisory Services
Wisconsin
$2.04M +$1.16M +17,328 +138%
DAS
1117
Diversify Advisory Services
Utah
$2.04M +$485K +7,224 +32%
VFPW
1118
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.04M -$18.9K -282 -0.9%
RPC
1119
Rossmore Private Capital
Connecticut
$2.04M +$130K +1,932 +7%
FB
1120
Fulton Bank
Pennsylvania
$2.04M
SFP
1121
SwitchPoint Financial Planning
Utah
$2.03M +$2M +29,724 New
SC
1122
Stephens Consulting
Michigan
$2.03M -$24.6K -366 -1%
MHC
1123
May Hill Capital
Massachusetts
$2.03M +$1.99M +29,664 New
SW
1124
SVB Wealth
Massachusetts
$2.03M +$1.99M +29,616 New
PIA
1125
Powell Investment Advisors
Florida
$2.02M +$806 +12 +0%

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.