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Vanguard Morningstar Growth ETF
VUG

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: 382 → 432 (+50)

13% more funds holding

Funds holding: 2,221 → 2,501 (+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

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.19B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$450M
3
LNC
Lincoln National Corp
Pennsylvania
+$288M
4
Wells Fargo
Wells Fargo
California
+$213M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$187M

Top Sellers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
-$239M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$193M
3
Bank of America
Bank of America
North Carolina
-$141M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$66.3M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$59.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1301
NorthCrest Asset Manangement
Minnesota
$1.3M +$82.2K +1,224 +7%
NCM
1302
Noesis Capital Mangement
Florida
$1.3M +$92.7K +1,380 +8%
BCG
1303
Breakwater Capital Group
New Jersey
$1.29M +$27.4K +408 +2%
CAG
1304
Compass Advisory Group
New York
$1.29M -$448K -6,666 -26%
MAA
1305
Matrix Asset Advisors
New York
$1.29M -$6.45K -96 -0.5%
BONH
1306
Bank of New Hampshire
New Hampshire
$1.29M – – –
CFG
1307
Cooper Financial Group
California
$1.29M +$120K +1,788 +11%
Kayne Anderson Rudnick Investment Management
1308
Kayne Anderson Rudnick Investment Management
California
$1.28M – – –
AP
1309
Americana Partners
Texas
$1.28M -$3.23K -48 -0.3%
BIM
1310
Breakwater Investment Management
Washington
$1.28M – – –
TFGT
1311
TS Financial Group (TSFG)
Illinois
$1.27M +$135K +2,016 +12%
PCMC
1312
Private Capital Management (Colorado)
Colorado
$1.27M +$29K +432 +2%
SWIG
1313
Strategic Wealth Investment Group
Kentucky
$1.27M -$178K -2,652 -12%
DA
1314
Detalus Advisors
Missouri
$1.26M -$12.9K -192 -1%
JCM
1315
Jacobi Capital Management
Pennsylvania
$1.26M +$183K +2,718 +17%
FCG
1316
Fielder Capital Group
Tennessee
$1.26M +$806 +12 +0.1%
MAS
1317
Madden Advisory Services
Florida
$1.25M +$54K +804 +5%
MWA
1318
Medallion Wealth Advisors
Connecticut
$1.25M +$1.27M +18,894 New
W
1319
Wealthquest
Ohio
$1.25M +$12.5K +186 +1%
VA
1320
Vident Advisory
Georgia
$1.24M +$1.22M +18,180 New
FCAS
1321
First Command Advisory Services
Texas
$1.24M -$72.2K -1,074 -6%
CD
1322
Chapin Davis
Maryland
$1.24M – – –
SC
1323
Solstein Capital
California
$1.23M – – –
MLA
1324
MB, Levis & Associates
Pennsylvania
$1.23M +$1.61K +24 +0.1%
DCM
1325
Delta Capital Management
New Jersey
$1.23M – – –
51 52
53
54 55

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.