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Vanguard Morningstar Growth ETF

2,600 hedge funds and large institutions have $122B invested in Vanguard Morningstar Growth ETF in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 964 increasing their positions, 925 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 62

90% more call options, than puts

Call options by funds: $178M | Put options by funds: $93.5M

8% more capital invested

Capital invested by funds: $113B → $122B (+$9.21B)

4% more funds holding

Funds holding: 2,4952,600 (+105)

4% more repeat investments, than reductions

Existing positions increased: 964 | Existing positions reduced: 925

1% more funds holding in top 10

Funds holding in top 10: 426429 (+3)

11.23% less ownership

Funds ownership: 388.63%377.39% (-11%)

Holders
2,600
Holders Change
+105
Holders Change %
+4.21%
% of All Funds
34.12%
Holding in Top 10
429
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.7%
% of All Funds
5.63%
New
213
Increased
964
Reduced
925
Closed
62
Calls
$178M
Puts
$93.5M
Net Calls
+$84.3M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1201
Clark Capital Management Group
Pennsylvania
$1.93M +$381K +4,992 +26%
SL
1202
SFM LLC
New Hampshire
$1.93M -$8.71K -114 -0.5%
IWA
1203
Icon Wealth Advisors
Texas
$1.92M
GKWIM
1204
Gerber Kawasaki Wealth & Investment Management
California
$1.92M +$12.8K +168 +0.7%
SWM
1205
Sterling Wealth Management
Illinois
$1.92M +$14.2K +186 +0.8%
OC
1206
Oakworth Capital
Alabama
$1.92M +$1.38K +18 +0.1%
Qube Research & Technologies (QRT)
1207
Qube Research & Technologies (QRT)
United Kingdom
$1.91M +$1.75M +22,836 +2,057%
DA
1208
Detalus Advisors
Missouri
$1.91M
First Manhattan
1209
First Manhattan
New York
$1.91M +$32.6K +426 +2%
SCA
1210
Southern Capital Advisors
Tennessee
$1.91M +$1.83K +24 +0.1%
SA
1211
Sovran Advisors
California
$1.91M +$798K +10,440 +83%
Victory Capital Management
1212
Victory Capital Management
Texas
$1.91M -$171K -2,232 -9%
IAA
1213
Independent Advisor Alliance
North Carolina
$1.9M
FWCM
1214
Ferguson Wellman Capital Management
Oregon
$1.9M -$23.8K -312 -1%
ACM
1215
Arlington Capital Management
Illinois
$1.9M +$252K +3,300 +16%
IFPL
1216
Investments & Financial Planning LLC
Kentucky
$1.9M -$2.29K -30 -0.1%
OC
1217
Optima Capital
Oregon
$1.89M +$45.9K +600 +3%
NRWA
1218
North Ridge Wealth Advisors
Oregon
$1.89M
FCH
1219
Freestone Capital Holdings
Washington
$1.89M +$126K +1,644 +7%
JIP
1220
Jaffetilchin Investment Partners
Florida
$1.88M +$164K +2,148 +10%
CWA
1221
Crux Wealth Advisors
California
$1.88M -$5.96K -78 -0.3%
AWA
1222
Acorn Wealth Advisors
Michigan
$1.88M -$70.6K -924 -4%
IWA
1223
IBEX Wealth Advisors
New Jersey
$1.88M +$500K +6,546 +39%
DF
1224
Dunhill Financial
United Kingdom
$1.87M -$309K -4,038 -15%
BCG
1225
Breakwater Capital Group
New Jersey
$1.87M -$7.34K -96 -0.4%

VUG Hedge Fund Activity: Q3 2025 in Review

2,600 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2025, worth a combined $122B — up 8.2% from $113B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new VUG positions and 62 closed out — a net gain of 151 holders — while 964 added to existing stakes and 925 trimmed.

The largest buyer was Vantagepoint Investment Advisers, adding an estimated $489M. The largest seller was Bank of America, cutting an estimated $1.05B.

  • 2,600 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2025, up from 2,495 in Q2 2025.
  • Funds reported $122B of Vanguard Morningstar Growth ETF stock for Q3 2025, up 8.2% quarter-over-quarter.
  • 213 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2025 and 62 closed out, a net change of +151 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $489M added.
  • The largest Vanguard Morningstar Growth ETF seller in Q3 2025 was Bank of America, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2025.