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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
AWM
1476
AAF Wealth Management
Massachusetts
$897K -$7.66K -114 -0.9%
MWM
1477
Mascagni Wealth Management
Mississippi
$897K +$975K +14,508 New
OWCM
1478
One Wealth Capital Management
Arizona
$895K +$879K +13,080 New
SAM
1479
Strive Asset Management
Ohio
$895K +$879K +13,080 New
FNT
1480
First National Trust
Pennsylvania
$894K -$24.2K -360 -3%
AA
1481
Aufman Associates
Pennsylvania
$894K +$11.7K +174 +1%
CCG
1482
Catalina Capital Group
California
$894K +$130K +1,938 +17%
AIC
1483
Archer Investment Corporation
Indiana
$892K -$89.9K -1,338 -9%
SFS
1484
Strategic Financial Services
New York
$890K -$14.1K -210 -2%
NWM
1485
Northwest Wealth Management
Iowa
$890K +$18.9K +282 +2%
CG
1486
Cynosure Group
Utah
$886K +$403 +6 +0%
MAM
1487
McLean Asset Management
Virginia
$881K
FWM
1488
Fingerlakes Wealth Management
New York
$880K +$1.21K +18 +0.1%
CCM
1489
Canal Capital Management
Virginia
$877K +$563K +8,376 +189%
WH
1490
Willner & Heller
California
$875K -$7.25K -108 -0.8%
PAMG
1491
Patton Albertson Miller Group
Tennessee
$875K
BFS
1492
Burkett Financial Services
South Carolina
$872K -$31.4K -468 -4%
KFS
1493
Kelly Financial Services
Massachusetts
$870K -$665K -9,900 -44%
BAM
1494
Berkshire Asset Management
Pennsylvania
$867K
SWP
1495
Semus Wealth Partners
Florida
$866K -$178K -2,652 -17%
PG
1496
Proffitt & Goodson
Tennessee
$865K -$28.2K -420 -3%
DPW
1497
DiNuzzo Private Wealth
Pennsylvania
$863K
SJL
1498
Shayne & Jacobs LLC
Tennessee
$862K
FCA
1499
Fortis Capital Advisors
Kansas
$862K
BWAM
1500
Boyd Watterson Asset Management
Ohio
$857K

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.