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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
MPM
1251
Meritage Portfolio Management
Kansas
$1.49M +$43.1K +642 +3%
GT
1252
Glenview Trust
Kentucky
$1.48M +$168K +2,496 +13%
RA
1253
Ruggaard & Associates
Ohio
$1.48M +$50.8K +756 +4%
HNB
1254
Hilltop National Bank
Wyoming
$1.47M +$510K +7,596 +54%
HAS
1255
HBW Advisory Services
California
$1.45M +$10.9K +162 +0.8%
NB
1256
Northwest Bancshares
Pennsylvania
$1.45M -$42.7K -636 -3%
GK
1257
Graney & King
New York
$1.45M +$1.42M +21,132 New
SA
1258
Sovran Advisors
California
$1.43M +$1.43M +21,312 New
SFI
1259
SPC Financial Inc
Maryland
$1.43M -$464K -6,900 -25%
ACI
1260
Alpha Cubed Investments
California
$1.42M +$112K +1,668 +9%
HG
1261
Harbor Group
New Hampshire
$1.42M -$4.84K -72 -0.3%
AT
1262
American Trust
Kentucky
$1.41M +$34.3K +510 +3%
AIP
1263
Almanack Investment Partners
Pennsylvania
$1.41M -$322K -4,788 -19%
RIM
1264
Rockbridge Investment Management
New York
$1.41M
Squarepoint
1265
Squarepoint
New York
$1.41M +$1.38M +20,592 New
CP
1266
Camelot Portfolios
Ohio
$1.41M -$70.1K -1,044 -5%
T. Rowe Price Associates
1267
T. Rowe Price Associates
Maryland
$1.41M
PWA
1268
Primoris Wealth Advisors
Florida
$1.4M +$292K +4,350 +27%
CNBT
1269
Canandaigua National Bank & Trust
New York
$1.4M
SPW
1270
Sonoma Private Wealth
California
$1.39M -$7.25K -108 -0.5%
FNBSF
1271
First National Bank Sioux Falls
South Dakota
$1.39M -$12.5K -186 -0.9%
PIMG
1272
Patriot Investment Management Group
Tennessee
$1.38M +$403 +6 +0%
CMAI
1273
Capital Management Associates Inc
Minnesota
$1.38M +$796K +11,850 +141%
BTW
1274
Boston Trust Walden
Massachusetts
$1.37M
SCI
1275
Silver Coast Investments
United States
$1.36M +$522K +7,770 +64%

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.