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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
GA
1201
Goldstein Advisors
Wisconsin
$1.64M -$117K -1,746 -7%
NRWA
1202
North Ridge Wealth Advisors
Oregon
$1.64M -$2.82K -42 -0.2%
OC
1203
Oakworth Capital
Alabama
$1.64M -$102K -1,524 -6%
SC
1204
Saiph Capital
New Jersey
$1.63M +$75.8K +1,128 +5%
SCA
1205
Southern Capital Advisors
Tennessee
$1.63M +$2.02K +30 +0.1%
AMG
1206
Asset Management Group
Connecticut
$1.63M +$1.61K +24 +0.1%
CCMG
1207
Clark Capital Management Group
Pennsylvania
$1.62M +$353K +5,256 +28%
DIA
1208
Dana Investment Advisors
Wisconsin
$1.62M +$28.2K +420 +2%
CCB
1209
Country Club Bank
Missouri
$1.61M
KIM
1210
Kestra Investment Management
Texas
$1.61M +$447K +6,654 +39%
CMA
1211
Cedar Mountain Advisors
Oregon
$1.61M +$1.61K +24 +0.1%
IAIM
1212
International Assets Investment Management
Florida
$1.61M +$1.58M +23,562 New
LF
1213
Lantz Financial
Illinois
$1.61M +$11.7K +174 +0.7%
LA
1214
Lane & Associates
New Jersey
$1.61M -$97.5K -1,452 -6%
AWM
1215
Accel Wealth Management
Iowa
$1.6M +$149K +2,220 +10%
JWM
1216
Jeppson Wealth Management
California
$1.6M -$62.5K -930 -4%
TA
1217
Tectonic Advisors
Texas
$1.6M +$286K +4,260 +22%
TCM
1218
Tandem Capital Management
New Jersey
$1.6M +$32.6K +486 +2%
FFA
1219
Founders Financial Alliance
North Carolina
$1.6M -$22.6K -336 -1%
FCBT
1220
First Citizens Bank & Trust
North Carolina
$1.59M +$30.6K +456 +2%
WCFA
1221
Walkner Condon Financial Advisors
Wisconsin
$1.59M -$274K -4,086 -15%
EFG
1222
Embree Financial Group
Illinois
$1.58M +$56.8K +846 +4%
YLHM
1223
Yelin Lapidot Holdings Management
Israel
$1.57M
SNBOSD
1224
Security National Bank of So Dak
Iowa
$1.57M
NLP
1225
Next Level Private
New York
$1.55M +$403 +6 +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.