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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
LW
1351
Linscomb Wealth
Texas
$1.42M -$107K -1,398 -7%
HL
1352
HeadInvest LLC
Maine
$1.41M -$14.2K -186 -1%
KHCM
1353
Kirtland Hills Capital Management
Ohio
$1.41M +$238K +3,114 +21%
SFP
1354
Shepherd Financial Partners
Massachusetts
$1.41M
FTC
1355
Farmers Trust Company
Ohio
$1.41M +$40.3K +528 +3%
TGAM
1356
TBH Global Asset Management
Tennessee
$1.41M +$1.34M +17,592 New
RA
1357
Ruggaard & Associates
Ohio
$1.4M -$15.1K -198 -1%
KP
1358
Kitching Partners
Pennsylvania
$1.4M +$917 +12 +0.1%
JWS
1359
Juncture Wealth Strategies
Arizona
$1.4M +$234K +3,060 +21%
HC
1360
Hurley Capital
New York
$1.39M +$917 +12 +0.1%
GSWM
1361
Golden State Wealth Management
California
$1.39M -$8.71K -114 -0.7%
CPA
1362
Compass Planning Associates
Massachusetts
$1.37M +$197K +2,574 +18%
SA
1363
Seneschal Advisors
Washington
$1.37M -$1.38K -18 -0.1%
FMII
1364
Farmers & Merchants Investments Inc
Nebraska
$1.37M +$101K +1,320 +8%
TCOV
1365
Trust Company of Vermont
Vermont
$1.36M +$160K +2,088 +14%
EWA
1366
Encompass Wealth Advisors
Oregon
$1.36M
AWM
1367
Aprio Wealth Management
Georgia
$1.35M +$917 +12 +0.1%
AAS
1368
Annex Advisory Services
Wisconsin
$1.35M -$5.04K -66 -0.4%
PFM
1369
Phillips Financial Management
Indiana
$1.34M +$899K +11,760 +234%
BAG
1370
Bridgewealth Advisory Group
California
$1.34M -$109K -1,428 -8%
DAS
1371
DMKC Advisory Services
Iowa
$1.34M +$262K +3,432 +26%
HPM
1372
Hoxton Planning & Management
West Virginia
$1.34M -$75.2K -984 -6%
Jennison Associates
1373
Jennison Associates
New York
$1.34M -$126K -1,644 -9%
GC
1374
Gilbert & Cook
Iowa
$1.34M +$797K +10,428 +166%
SIMG
1375
Sonora Investment Management Group
Arizona
$1.33M -$4.58K -60 -0.4%

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.