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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
SIA
1151
Soltis Investment Advisors
Utah
$1.87M +$64.9K +966 +4%
LCWP
1152
Legacy Capital Wealth Partners
Arkansas
$1.86M +$1.83M +27,258 New
KFI
1153
Key Financial Inc
Pennsylvania
$1.86M +$2.82K +42 +0.2%
RW
1154
REDW Wealth
New Mexico
$1.86M -$709K -10,548 -28%
CFS
1155
CRA Financial Services
New Jersey
$1.86M +$70.5K +1,050 +4%
CP
1156
Clarendon Private
Massachusetts
$1.85M +$1.82M +27,102 New
BTWM
1157
Baker Tilly Wealth Management
Wisconsin
$1.85M +$1.24M +18,462 +215%
SIG
1158
Spinnaker Investment Group
California
$1.85M -$260K -3,876 -13%
RFA
1159
Rollins Financial Advisors
New York
$1.83M -$2.02K -30 -0.1%
MCCP
1160
Mission Creek Capital Partners
California
$1.81M -$64.1K -954 -3%
HFS
1161
Heritage Financial Services
Massachusetts
$1.81M +$29.4K +438 +2%
TC
1162
Trilogy Capital
California
$1.81M +$200K +2,970 +13%
ISL
1163
Ingalls & Snyder LLC
New York
$1.8M -$154K -2,286 -8%
OC
1164
Optima Capital
Oregon
$1.8M +$1.77M +26,334 New
SP
1165
Stonebrook Private
Michigan
$1.8M -$32.2K -480 -2%
FNBT
1166
FineMark National Bank & Trust
Florida
$1.79M +$219K +3,258 +14%
HFA
1167
Hershey Financial Advisers
Pennsylvania
$1.78M +$1.75M +25,998 New
AFG
1168
Allegheny Financial Group
Pennsylvania
$1.78M +$146K +2,172 +9%
AEPWM
1169
Atlantic Edge Private Wealth Management
Florida
$1.78M +$764K +11,370 +78%
FI
1170
FWG Investments
Kentucky
$1.77M +$1.43M +21,342 +473%
NHC
1171
Nicholas Hoffman & Company
Georgia
$1.75M
IWA
1172
Icon Wealth Advisors
Texas
$1.74M
NFP
1173
NorthLanding Financial Partners
New York
$1.74M -$150K -2,232 -8%
SWM
1174
Sterling Wealth Management
Illinois
$1.74M +$2.02K +30 +0.1%
WWA
1175
Wingate Wealth Advisors
Massachusetts
$1.73M +$1.7M +25,272 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.