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Vanguard Morningstar Growth ETF
VUG

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: 382 → 432 (+50)

13% more funds holding

Funds holding: 2,221 → 2,501 (+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

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.19B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$450M
3
LNC
Lincoln National Corp
Pennsylvania
+$288M
4
Wells Fargo
Wells Fargo
California
+$213M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$187M

Top Sellers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
-$239M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$193M
3
Bank of America
Bank of America
North Carolina
-$141M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$66.3M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$59.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
1451
Trust Company of Vermont
Vermont
$948K -$55.6K -828 -6%
WW
1452
Waterfront Wealth
Kansas
$947K -$180K -2,682 -16%
GWP
1453
Gateway Wealth Partners
Wisconsin
$947K +$199K +2,958 +27%
FFWA
1454
FRG Family Wealth Advisors
Washington
$943K – – –
TWA
1455
Talisman Wealth Advisors
New Jersey
$941K -$60.5K -900 -6%
WC
1456
Waterloo Capital
Texas
$939K +$679K +10,104 +279%
CAM
1457
Carret Asset Management
New York
$937K +$1.21K +18 +0.1%
TAM
1458
Tocqueville Asset Management
New York
$933K – – –
FNB
1459
Farmers National Bank
Kentucky
$926K +$909K +13,536 New
GL
1460
Graypoint LLC
New York
$923K – – –
HWA
1461
Hilltop Wealth Advisors
North Carolina
$923K -$7.25K -108 -0.8%
GWANC
1462
Guardian Wealth Advisors (North Carolina)
North Carolina
$922K +$4.43K +66 +0.5%
ODG
1463
O'Dell Group
Ohio
$922K +$100K +1,494 +12%
BSG
1464
Black Swift Group
Colorado
$921K – – –
IP
1465
Intellectus Partners
California
$919K – – –
WAL
1466
W Advisors LLC
Tennessee
$918K +$64.9K +966 +8%
CCA
1467
Cobblestone Capital Advisors
New York
$918K +$902K +13,422 New
TH
1468
Team Hewins
California
$917K +$214K +3,186 +31%
TF
1469
Tudor Financial
Ohio
$915K -$32.2K -480 -3%
M
1470
MYeCFO
California
$914K -$32.2K -480 -3%
RFN
1471
Redwood Financial Network
Ohio
$913K +$66.9K +996 +8%
BRWM
1472
Blue Rock Wealth Management
North Carolina
$906K +$890K +13,248 New
SCM
1473
Shelton Capital Management
Colorado
$903K – – –
TCM
1474
Towneley Capital Management
California
$900K -$347K -5,172 -28%
TCM
1475
Towercrest Capital Management
Pennsylvania
$899K – – –
57 58
59
60 61

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.