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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
HDIM
1126
Hanson & Doremus Investment Management
Vermont
$2.02M
TC
1127
TAP Consulting
Missouri
$2.01M -$8.87K -132 -0.4%
OGF
1128
Orin Green Financial
California
$2.01M -$2.07M -30,828 Closed
BPFA
1129
Barnes Pettey Financial Advisors
Mississippi
$2.01M -$40.3K -600 -2%
DIP
1130
DT Investment Partners
Pennsylvania
$2.01M
BFM
1131
Boston Financial Management
Massachusetts
$1.98M -$23K -342 -1%
SW
1132
SteelPeak Wealth
California
$1.98M +$891K +13,266 +84%
BB
1133
Busey Bank
Illinois
$1.97M -$23.4K -348 -1%
MAM
1134
Marquette Asset Management
Minnesota
$1.97M -$73.8K -1,098 -4%
BW
1135
BXM Wealth
Colorado
$1.97M +$1.93M +28,764 New
ATC
1136
Adirondack Trust Company
New York
$1.96M +$154K +2,292 +9%
PNC
1137
Park National Corp
Ohio
$1.96M
ADL
1138
Asset Dedication LLC
California
$1.95M -$112K -1,662 -5%
CAS
1139
Coppell Advisory Solutions
Texas
$1.95M +$345K +5,130 +22%
SA
1140
Strategic Advocates
Utah
$1.95M -$37.9K -564 -2%
THCM
1141
Taylor Hoffman Capital Management
Virginia
$1.94M -$51.2K -762 -3%
WWA
1142
Wealth Watch Advisors
Colorado
$1.93M +$1.9M +28,284 New
GLLW
1143
Graves Light Lenhart Wealth
Virginia
$1.93M
IGGA
1144
Iron Gate Global Advisors
Utah
$1.92M +$77K +1,146 +4%
MIM
1145
Moseley Investment Management
Florida
$1.9M +$174K +2,592 +10%
BFC
1146
Bedel Financial Consulting
Indiana
$1.9M -$16.1K -240 -0.9%
IA
1147
IFC Advisors
California
$1.9M +$1.86M +27,732 New
SS
1148
Sunbelt Securities
Texas
$1.88M -$345K -5,142 -16%
SCA
1149
STALEY CAPITAL ADVISERS
Pennsylvania
$1.88M -$35.1K -522 -2%
AC
1150
Avant Capital
Louisiana
$1.87M +$1.84M +27,360 New

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.