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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
FFW
1176
Fusion Family Wealth
New York
$1.72M
PTC
1177
Private Trust Company
Ohio
$1.72M +$60.5K +900 +4%
CIBC World Market
1178
CIBC World Market
Ontario, Canada
$1.72M +$183K +2,730 +12%
SSWM
1179
Strait & Sound Wealth Management
California
$1.7M -$72.6K -1,080 -4%
TSWM
1180
Tyler-Stone Wealth Management
Ohio
$1.7M +$403 +6 +0%
FCH
1181
Freestone Capital Holdings
Washington
$1.7M +$889K +13,236 +114%
3F
1182
360 Financial
Minnesota
$1.7M -$288K -4,284 -15%
IC
1183
Iconiq Capital
California
$1.7M +$2.02K +30 +0.1%
GC
1184
Grange Capital
Oregon
$1.7M +$1.67M +24,834 New
BWM
1185
Boyd Wealth Management
California
$1.7M
NDSI
1186
Newman Dignan & Sheerar Inc
Rhode Island
$1.69M
CAMG
1187
CWA Asset Management Group
Florida
$1.69M +$190K +2,826 +13%
AWA
1188
Alta Wealth Advisors
Massachusetts
$1.68M
Qube Research & Technologies (QRT)
1189
Qube Research & Technologies (QRT)
United Kingdom
$1.68M +$647K +9,630 +64%
SW
1190
SkyOak Wealth
Michigan
$1.68M -$64.1K -954 -4%
PPC
1191
Park Place Capital
Alabama
$1.68M -$1.21K -18 -0.1%
PCA
1192
Providence Capital Advisors
North Carolina
$1.67M +$71.3K +1,062 +5%
RPCONE
1193
Retirement Planning Company of New England
Rhode Island
$1.67M -$19.8K -294 -1%
SWP
1194
Sagespring Wealth Partners
Tennessee
$1.67M +$1.64M +24,342 New
WMWM
1195
Whitaker-Myers Wealth Managers
Ohio
$1.66M -$300K -4,464 -16%
IFPL
1196
Investments & Financial Planning LLC
Kentucky
$1.65M -$18.9K -282 -1%
OCBCO
1197
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.65M
CWA
1198
Crux Wealth Advisors
California
$1.65M +$1.62M +24,132 New
ACM
1199
Absolute Capital Management
Pennsylvania
$1.65M +$210K +3,126 +15%
HIW
1200
Holos Integrated Wealth
Pennsylvania
$1.64M +$1.61M +24,024 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.