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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
ICP
1401
Interchange Capital Partners
Pennsylvania
$1.05M -$806 -12 -0.1%
MLA
1402
My Legacy Advisors
Oregon
$1.05M -$148K -2,202 -13%
RIA
1403
Realta Investment Advisors
Delaware
$1.05M +$796K +11,850 +360%
ITIM
1404
Indiana Trust & Investment Management
Indiana
$1.04M
Wolverine Trading
1405
Wolverine Trading
Illinois
$1.04M -$858K -12,768 -46%
JIP
1406
Jaffetilchin Investment Partners
Florida
$1.04M +$15.7K +234 +2%
PCG
1407
Prosperity Consulting Group
Maryland
$1.04M -$105K -1,560 -9%
CCA
1408
Conservest Capital Advisors
Pennsylvania
$1.04M -$25.4K -378 -2%
LWCFA
1409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M
FWM
1410
Focused Wealth Management
New York
$1.03M -$12.1K -180 -1%
FA
1411
Faithward Advisors
Pennsylvania
$1.03M +$83.4K +1,242 +9%
TLA
1412
Tanglewood Legacy Advisors
Texas
$1.03M +$70.9K +1,056 +8%
KA
1413
Kearns & Associates
California
$1.03M +$622K +9,264 +160%
MWM
1414
Modern Wealth Management
Kansas
$1.03M +$310K +4,614 +44%
TF
1415
Tenon Financial
New Jersey
$1.03M
1WA
1416
180 Wealth Advisors
Washington
$1.03M -$4.03K -60 -0.4%
TGAM
1417
TBH Global Asset Management
Tennessee
$1.03M -$72.2K -1,074 -7%
PHS
1418
Pekin Hardy Strauss
Illinois
$1.03M +$170K +2,526 +20%
LA
1419
Legacy Advisors
Pennsylvania
$1.02M
RK
1420
Rather & Kittrell
Tennessee
$1.02M -$6.05K -90 -0.6%
RWM
1421
RKL Wealth Management
Pennsylvania
$1.01M -$195K -2,898 -16%
FTC
1422
Farmers Trust Company
Ohio
$1.01M -$61.7K -918 -6%
RCS
1423
Retirement Capital Strategies
California
$1.01M +$994K +14,796 New
BPWM
1424
Badgley Phelps Wealth Managers
Washington
$1.01M -$110K -1,644 -10%
CFG
1425
Cosner Financial Group
Colorado
$1M +$8.87K +132 +0.9%

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.