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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
PP
1426
PDS Planning
Ohio
$1M -$6.05K -90 -0.6%
HA
1427
Herold Advisors
New York
$1M +$1.61K +24 +0.2%
TFM
1428
Trademark Financial Management
Minnesota
$1M -$12.9K -192 -1%
MCC
1429
Money Concepts Capital
Florida
$1,000K +$86.3K +1,284 +10%
LW
1430
Libra Wealth
California
$999K
CF
1431
Convergence Financial
Missouri
$998K -$33.1K -492 -3%
AWA
1432
Alaska Wealth Advisors
Alaska
$997K -$4.03K -60 -0.4%
SFMG
1433
Sage Financial Management Group
Virginia
$994K
WAOI
1434
Wealth Advisors of Iowa
Iowa
$993K
HIS
1435
Horizon Investment Services
Indiana
$990K +$59.7K +888 +7%
IAG
1436
Investmark Advisory Group
Connecticut
$986K +$14.1K +210 +1%
SP
1437
Stablepoint Partners
Massachusetts
$984K +$806 +12 +0.1%
TWA
1438
TCI Wealth Advisors
Arizona
$983K -$80.6K -1,200 -8%
AC
1439
Avestar Capital
New York
$978K +$517K +7,698 +117%
CBOR
1440
Community Bank of Raymore
Missouri
$977K -$347K -5,166 -27%
EWA
1441
Evolution Wealth Advisors
Florida
$977K
AIMC
1442
Alley Investment Management Company
Illinois
$972K -$9.27K -138 -1%
FCFC
1443
First Commonwealth Financial Corp
Pennsylvania
$970K -$2.02K -30 -0.2%
CRI
1444
Colonial River Investments
Virginia
$966K +$59.3K +882 +7%
NAG
1445
Northstar Advisory Group
New Jersey
$965K -$59.3K -882 -6%
MCM
1446
Mainstay Capital Management
Michigan
$965K
GGS
1447
Galvin Gaustad & Stein
Arizona
$962K -$182K -2,706 -16%
CPWM
1448
Cypress Point Wealth Management
Texas
$958K +$940K +13,998 New
CFS
1449
CGC Financial Services
Oregon
$956K -$101K -1,506 -10%
BMWM
1450
Brown Miller Wealth Management
Virginia
$952K

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.