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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
WB
1376
WesBanco Bank
West Virginia
$1.1M +$56.4K +840 +6%
AIM
1377
Athena Investment Management
California
$1.1M +$101K +1,500 +10%
KA
1378
Klingman & Associates
New York
$1.09M -$169K -2,520 -14%
SBIA
1379
Sheaff Brock Investment Advisors
Indiana
$1.09M +$126K +1,872 +13%
BFG
1380
Bouchey Financial Group
New York
$1.09M +$42.3K +630 +4%
SP
1381
Symmetry Partners
Connecticut
$1.09M -$17.7K -264 -2%
SA
1382
Scarborough Advisors
Maryland
$1.09M -$194K -2,886 -15%
GAG
1383
GM Advisory Group
New York
$1.09M +$249K +3,708 +30%
FRA
1384
Frank Rimerman Advisors
California
$1.08M -$10.1K -150 -0.9%
GSEP
1385
Golden State Equity Partners
California
$1.08M +$724K +10,776 +216%
LA
1386
Lifeworks Advisors
Michigan
$1.08M +$10.1K +150 +1%
DWM
1387
Diversify Wealth Management
Utah
$1.08M +$596K +8,868 +127%
WFPG
1388
Waller Financial Planning Group
Ohio
$1.07M +$206K +3,072 +24%
RCM
1389
Raleigh Capital Management
North Carolina
$1.07M -$26.6K -396 -2%
TNB
1390
Thomasville National Bank
Georgia
$1.07M -$339K -5,052 -24%
VNA
1391
Valley National Advisers
Pennsylvania
$1.07M -$4.03K -60 -0.4%
LC
1392
Lavaca Capital
Texas
$1.07M +$1.21K +18 +0.1%
BAG
1393
Bridgewealth Advisory Group
California
$1.07M
BFA
1394
Beacon Financial Advisory
Ohio
$1.06M +$91.1K +1,356 +10%
CFO
1395
Collective Family Office
Pennsylvania
$1.06M -$26.2K -390 -2%
FCP
1396
Fidelis Capital Partners
Florida
$1.06M +$460K +6,852 +81%
FFA
1397
Florida Financial Advisors
Florida
$1.06M +$113K +1,680 +12%
BWL
1398
Bogart Wealth LLC
Virginia
$1.05M +$200K +2,970 +24%
CAM
1399
Congress Asset Management
Massachusetts
$1.05M +$297K +4,428 +40%
BAAM
1400
Baker Avenue Asset Management
California
$1.05M

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.