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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
LI
1276
LRI Investments
Florida
$1.36M
First Manhattan
1277
First Manhattan
New York
$1.35M +$390K +5,802 +41%
WP
1278
Westmount Partners
California
$1.35M +$806 +12 +0.1%
EIA
1279
Eldridge Investment Advisors
New Hampshire
$1.35M -$30.2K -450 -2%
WIP
1280
WealthCare Investment Partners
Rhode Island
$1.35M +$57.2K +852 +5%
NEPWA
1281
New England Private Wealth Advisors
Massachusetts
$1.35M +$806 +12 +0.1%
QCG
1282
Quadrant Capital Group
Ohio
$1.35M -$10.1K -150 -0.8%
GSWM
1283
Golden State Wealth Management
California
$1.34M +$1.32M +19,596 New
WA
1284
Wealth Architects
California
$1.33M
NA
1285
Nautilus Advisors
California
$1.32M +$1.3M +19,356 New
CFP
1286
Cypress Financial Planning
New Jersey
$1.32M -$403 -6 -0%
SFS
1287
Summit Financial Strategies
Ohio
$1.32M -$135K -2,004 -9%
RFA
1288
RTD Financial Advisors
Pennsylvania
$1.32M -$119K -1,776 -8%
FA
1289
Fiducient Advisors
Illinois
$1.32M -$79K -1,176 -6%
FFG
1290
Fiduciary Financial Group
California
$1.32M +$16.1K +240 +1%
CAG
1291
Curtis Advisory Group
California
$1.32M -$58.4K -870 -4%
CAM
1292
Creekmur Asset Management
Illinois
$1.31M -$2.02K -30 -0.2%
National Bank of Canada
1293
National Bank of Canada
Quebec, Canada
$1.31M +$69.3K +1,032 +6%
EWM
1294
Endowment Wealth Management
Wisconsin
$1.31M -$131K -1,956 -9%
WA
1295
Whipplewood Advisors
Colorado
$1.31M +$1.28M +19,110 New
IBOK
1296
Independence Bank of Kentucky
Kentucky
$1.31M +$806 +12 +0.1%
AIA
1297
Arrow Investment Advisors
Maryland
$1.3M
OA
1298
Operose Advisors
Wisconsin
$1.3M +$4.84K +72 +0.4%
EAM
1299
Everstar Asset Management
North Carolina
$1.3M -$19.8K -294 -2%
HPM
1300
Hoxton Planning & Management
West Virginia
$1.3M -$55.2K -822 -4%

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.