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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
OFG
1351
Oxford Financial Group
Indiana
$1.17M -$6.45K -96 -0.6%
SIMG
1352
Sonora Investment Management Group
Arizona
$1.17M -$20.6K -306 -2%
EWA
1353
Encompass Wealth Advisors
Oregon
$1.17M +$799K +11,892 +231%
WMA
1354
William Mack & Associates
Michigan
$1.16M +$1.14M +16,986 New
LW
1355
Linscomb Wealth
Texas
$1.16M -$9.27K -138 -0.8%
ZIM
1356
Zacks Investment Management
Illinois
$1.15M +$10.5K +156 +0.9%
WI
1357
WrapManager Inc
California
$1.15M -$145K -2,154 -11%
HAG
1358
HF Advisory Group
Maryland
$1.15M -$110K -1,632 -9%
AIA
1359
AssuredPartners Investment Advisors
Florida
$1.15M +$1.13M +16,794 New
PAG
1360
Private Advisory Group
Washington
$1.15M +$140K +2,082 +14%
AOWM
1361
Alpha Omega Wealth Management
Virginia
$1.15M -$32.2K -480 -3%
LL
1362
LPWM LLC
Minnesota
$1.14M
HTC
1363
Haverford Trust Company
Pennsylvania
$1.14M +$42.3K +630 +4%
HPC
1364
HM Payson & Co
Maine
$1.13M +$781K +11,622 +235%
GWA
1365
GGM Wealth Advisors
Maryland
$1.13M +$94.3K +1,404 +9%
FMII
1366
Farmers & Merchants Investments Inc
Nebraska
$1.12M
CA
1367
Claro Advisors
Massachusetts
$1.12M -$152K -2,256 -12%
CWM
1368
Circle Wealth Management
New Jersey
$1.12M
V
1369
ViaWealth
Kansas
$1.12M -$208K -3,090 -16%
CGPCS
1370
Capital Group Private Client Services
California
$1.11M +$262K +3,906 +32%
AWM
1371
Aviso Wealth Management
Washington
$1.11M
HFS
1372
Hughes Financial Services
Virginia
$1.11M +$1.09M +16,212 New
PMWMG
1373
Parr McKnight Wealth Management Group
Minnesota
$1.1M +$1.09M +16,152 New
AC
1374
Apella Capital
Connecticut
$1.1M +$101K +1,506 +10%
RF
1375
RHS Financial
California
$1.1M +$59.7K +888 +6%

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.