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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
WIP
1226
WealthCare Investment Partners
Rhode Island
$1.87M +$2.75K +36 +0.2%
AMG
1227
Asset Management Group
Connecticut
$1.87M +$10.1K +132 +0.6%
ISL
1228
Ingalls & Snyder LLC
New York
$1.87M
CGPCS
1229
Capital Group Private Client Services
California
$1.86M +$418K +5,466 +31%
FCP
1230
Fidelis Capital Partners
Florida
$1.84M -$28.9K -378 -2%
FFW
1231
Fusion Family Wealth
New York
$1.84M -$2.29K -30 -0.1%
VPIM
1232
Vanguard Personalized Indexing Management
California
$1.84M +$44.9K +588 +3%
YLHM
1233
Yelin Lapidot Holdings Management
Israel
$1.84M
OWP
1234
Obermeyer Wealth Partners
Colorado
$1.84M +$687K +8,988 +64%
PFG
1235
PAX Financial Group
Texas
$1.84M -$105K -1,368 -6%
CCB
1236
Country Club Bank
Missouri
$1.83M -$2.29K -30 -0.1%
RGF
1237
Retirement Guys Formula
Ohio
$1.83M -$49.5K -648 -3%
SFMG
1238
Sage Financial Management Group
Virginia
$1.83M +$102K +1,332 +6%
SNBOSD
1239
Security National Bank of So Dak
Iowa
$1.83M -$12.8K -168 -0.7%
KA
1240
Klingman & Associates
New York
$1.83M +$278K +3,636 +19%
VPP
1241
Vertex Planning Partners
Illinois
$1.83M
RSWA
1242
Robinson Smith Wealth Advisors
Maine
$1.82M -$102K -1,332 -6%
Deutsche Bank
1243
Deutsche Bank
Germany
$1.82M
SW
1244
Simplicity Wealth
New Jersey
$1.81M +$138K +1,812 +9%
SW
1245
SkyOak Wealth
Michigan
$1.81M -$83.4K -1,092 -5%
HG
1246
Harbor Group
New Hampshire
$1.8M -$3.67K -48 -0.2%
BWS
1247
Buck Wealth Strategies
Colorado
$1.8M -$18.8K -246 -1%
PRI
1248
Prepared Retirement Institute
Pennsylvania
$1.78M -$462K -6,048 -21%
LAS
1249
Lloyd Advisory Services
Georgia
$1.78M +$9.17K +120 +0.5%
RWA
1250
River Wealth Advisors
Pennsylvania
$1.78M +$68.3K +894 +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.