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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
WDG
1501
Wealth Dimensions Group
Ohio
$856K -$44.3K -660 -5%
HC
1502
Hurley Capital
New York
$855K +$828K +12,318 New
HL
1503
HeadInvest LLC
Maine
$855K -$77.4K -1,152 -8%
JFGIW
1504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$853K -$767K -11,424 -48%
NCM
1505
Northwest Capital Management
Oregon
$853K
AUB
1506
Atlantic Union Bankshares
Virginia
$850K -$1.21K -18 -0.1%
RWPA
1507
Richard W. Paul & Associates
Michigan
$850K -$49.6K -738 -6%
TCPW
1508
Twin City Private Wealth
North Carolina
$847K -$184K -2,736 -18%
IA
1509
IFG Advisors
Missouri
$847K -$2.82K -42 -0.3%
WCM
1510
Windsor Capital Management
Arizona
$846K
OWM
1511
Orgel Wealth Management
Wisconsin
$845K +$54.8K +816 +7%
PSF
1512
Pacific Sun Financial
California
$841K
SC
1513
Scotia Capital
Ontario, Canada
$841K +$22.2K +330 +3%
CF
1514
Clarity Financial
Texas
$838K +$231K +3,432 +39%
LIWM
1515
Long Island Wealth Management
New York
$837K -$3.63K -54 -0.4%
BAM
1516
BOS Asset Management
Illinois
$836K
WA
1517
WPG Advisers
Maryland
$836K +$821K +12,216 New
WMP
1518
Wealth Management Partners
Arizona
$833K +$124K +1,842 +18%
GBT
1519
Grove Bank & Trust
Florida
$832K +$125K +1,866 +18%
BTD
1520
BankPlus Trust Department
Mississippi
$830K +$815K +12,132 New
ZI
1521
ZEGA Investments
Florida
$830K +$789K +11,742 New
EAM
1522
Empirical Asset Management
Massachusetts
$829K
OWA
1523
One Wealth Advisors
California
$828K -$403 -6 -0%
I
1524
InvesTrust
Oklahoma
$828K +$806K +11,994 New
UCB
1525
United Community Bank
South Carolina
$828K +$249K +3,702 +44%

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.