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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
SWRP
1301
Summit Wealth & Retirement Planning
California
$1.59M +$35.8K +468 +2%
CNBT
1302
Canandaigua National Bank & Trust
New York
$1.58M
WMA
1303
William Mack & Associates
Michigan
$1.58M -$80.7K -1,056 -5%
NEPWA
1304
New England Private Wealth Advisors
Massachusetts
$1.58M
BIM
1305
Breakwater Investment Management
Washington
$1.57M
TH
1306
Team Hewins
California
$1.57M +$801K +10,482 +115%
IAIM
1307
International Assets Investment Management
Florida
$1.55M
AWA
1308
ARQ Wealth Advisors
Arizona
$1.55M -$19.3K -252 -1%
LA
1309
Legacy Advisors
Pennsylvania
$1.54M +$1.47M +19,260 New
HIW
1310
Holos Integrated Wealth
Pennsylvania
$1.54M -$75.7K -990 -5%
CD
1311
Chapin Davis
Maryland
$1.53M -$92.6K -1,212 -6%
EWM
1312
Endowment Wealth Management
Wisconsin
$1.53M +$231K +3,024 +19%
NA
1313
Nautilus Advisors
California
$1.52M +$10.5K +138 +0.7%
WCM
1314
WealthTrak Capital Management
Virginia
$1.52M +$970K +12,690 +202%
PHS
1315
Pekin Hardy Strauss
Illinois
$1.51M +$238K +3,120 +20%
JAG
1316
Journey Advisory Group
Kentucky
$1.51M -$1.38K -18 -0.1%
MAA
1317
Matrix Asset Advisors
New York
$1.51M +$6.42K +84 +0.4%
ACI
1318
Alpha Cubed Investments
California
$1.51M -$76.1K -996 -5%
SCM
1319
Shelton Capital Management
Colorado
$1.5M -$115K -1,500 -7%
HIP
1320
HUB Investment Partners
Texas
$1.49M +$411K +5,382 +40%
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M +$26.6K +348 +2%
DSCM
1322
Del-Sette Capital Management
New York
$1.49M -$7.79K -102 -0.5%
ST
1323
Sageworth Trust
Pennsylvania
$1.49M +$1.42M +18,630 New
QCG
1324
Quadrant Capital Group
Ohio
$1.48M
VCP
1325
Verus Capital Partners
Arizona
$1.48M -$109K -1,428 -7%

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.