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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
MWA
1526
Meridian Wealth Advisors
Texas
$827K
CW
1527
Channel Wealth
California
$826K +$9.67K +144 +1%
CLP
1528
Charis Legacy Partners
Texas
$826K +$811K +12,078 New
HWM
1529
Hemington Wealth Management
Virginia
$826K
LSA
1530
L & S Advisors
California
$820K -$9.27K -138 -1%
FAM
1531
Frontier Asset Management
Wyoming
$819K +$1.21K +18 +0.2%
LWM
1532
LJI Wealth Management
Indiana
$818K
HIP
1533
HUB Investment Partners
Texas
$818K +$68.5K +1,020 +9%
LFG
1534
Larson Financial Group
Missouri
$817K +$92.7K +1,380 +13%
PAW
1535
Plan A Wealth
Nebraska
$817K +$802K +11,940 New
RWA
1536
River Wealth Advisors
Pennsylvania
$816K -$8.87K -132 -1%
AF
1537
Apollon Financial
South Carolina
$816K +$2.02K +30 +0.3%
FG
1538
Foster Group
Iowa
$814K +$54.8K +816 +7%
SVWG
1539
Shared Vision Wealth Group
United States
$812K
AFO
1540
Arrowroot Family Office
California
$811K +$72.2K +1,074 +10%
BMWS
1541
Brady Martz Wealth Solutions
North Dakota
$810K +$809K +12,042 New
EB
1542
Eastern Bank
Massachusetts
$809K
OFG
1543
Opulen Financial Group
Virginia
$808K +$793K +11,808 New
SFP
1544
Sterling Financial Planning
New Jersey
$801K -$22.6K -336 -3%
PWMAG
1545
Pinnacle Wealth Management Advisory Group
New Jersey
$800K +$418K +6,228 +114%
PIA
1546
Petredis Investment Advisors
Pennsylvania
$797K +$13.3K +198 +2%
FWM
1547
Fairhaven Wealth Management
Illinois
$795K
NCM
1548
Nelson Capital Management
California
$793K +$779K +11,598 New
SW
1549
Simplicity Wealth
New Jersey
$787K -$10.9K -162 -1%
FIBT
1550
First International Bank & Trust
North Dakota
$786K

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.