We are live on ! Find out more
VUG icon

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
JFG
1226
Jefferies Financial Group
New York
$1.55M -$4.03K -60 -0.3%
TRCT
1227
Tower Research Capital (TRC)
New York
$1.55M +$1.51M +22,446 +11,336%
PC
1228
Pecaut & Co
Iowa
$1.55M -$14.5K -216 -0.9%
SWM
1229
Sugarloaf Wealth Management
Georgia
$1.55M -$133K -1,980 -8%
SWM
1230
SK Wealth Management
Rhode Island
$1.54M
AWA
1231
ARQ Wealth Advisors
Arizona
$1.54M -$11.7K -174 -0.8%
VPP
1232
Vertex Planning Partners
Illinois
$1.54M -$165K -2,460 -10%
SL
1233
SFM LLC
New Hampshire
$1.54M +$284K +4,224 +23%
LG
1234
LaFleur & Godfrey
Michigan
$1.53M +$73.8K +1,098 +5%
ACM
1235
AUA Capital Management
Pennsylvania
$1.53M
MJRIC
1236
Mogy Joel R Investment Counsel
California
$1.53M
BC
1237
Burney Company
Virginia
$1.53M -$73.8K -1,098 -5%
FSA
1238
Fort Sheridan Advisors
Illinois
$1.52M +$2.82K +42 +0.2%
TFP
1239
Traction Financial Partners
Wyoming
$1.52M +$403 +6 +0%
GKWIM
1240
Gerber Kawasaki Wealth & Investment Management
California
$1.52M +$12.9K +192 +0.9%
KL
1241
KilterHowling LLC
Colorado
$1.52M +$1.61K +24 +0.1%
FWCM
1242
Ferguson Wellman Capital Management
Oregon
$1.51M +$2.02K +30 +0.1%
EWM
1243
Executive Wealth Management
Michigan
$1.51M -$85K -1,266 -5%
TLCM
1244
Twin Lakes Capital Management
California
$1.51M +$2.02K +30 +0.1%
BF
1245
Baring Financial
Washington
$1.51M +$1.48M +22,008 New
FIM
1246
Freedom Investment Management
Connecticut
$1.5M +$410K +6,102 +39%
CTWM
1247
Cherry Tree Wealth Management
Minnesota
$1.5M -$27.4K -408 -2%
AG
1248
Advocate Group
Minnesota
$1.5M
PWA
1249
Provenance Wealth Advisors
Florida
$1.49M
FVWA
1250
Foster Victor Wealth Advisors
South Carolina
$1.49M -$89.5K -1,332 -6%

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.