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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
HAM
1551
Harmony Asset Management
Arizona
$786K -$32.6K -486 -4%
SYBT
1552
Stock Yards Bank & Trust
Kentucky
$784K +$25K +372 +3%
TIM
1553
Thompson Investment Management
Wisconsin
$783K +$749K +11,142 +3,714%
FB
1554
First Bancorp
Maine
$781K +$47.2K +702 +7%
KAS
1555
KPP Advisory Services
Kentucky
$780K +$520K +7,734 +211%
SIS
1556
Sound Income Strategies
Florida
$780K +$289K +4,302 +61%
AWMG
1557
Alliance Wealth Management Group
New Jersey
$776K
XSC
1558
X-Square Capital
Puerto Rico
$775K +$227K +3,378 +43%
CAAM
1559
Cornerstone Advisors Asset Management
Pennsylvania
$775K +$806 +12 +0.1%
CGFA
1560
Colton Groome Financial Advisors
North Carolina
$772K +$71.3K +1,062 +10%
SPP
1561
Single Point Partners
Massachusetts
$772K +$758K +11,286 New
SAM
1562
S.A. Mason
Michigan
$771K -$20.2K -300 -3%
BRIA
1563
Balanced Rock Investment Advisors
Massachusetts
$766K +$22.6K +336 +3%
WAS
1564
Winch Advisory Services
Wisconsin
$764K +$42.3K +630 +6%
MA
1565
MKT Advisors
California
$764K +$22.6K +336 +3%
MWM
1566
Maltin Wealth Management
New Jersey
$764K -$1.21K -18 -0.2%
NWAG
1567
Net Worth Advisory Group
Utah
$764K -$2.42K -36 -0.3%
ANTB
1568
AMG National Trust Bank
Colorado
$763K +$7.25K +108 +1%
APW
1569
Atlantic Private Wealth
North Carolina
$761K +$806 +12 +0.1%
TA
1570
TruWealth Advisors
Louisiana
$756K +$1.61K +24 +0.2%
QP
1571
Quartz Partners
New York
$756K -$27K -402 -4%
VR
1572
Valued Retirements
Texas
$756K +$806 +12 +0.1%
TDC
1573
Thompson Davis & Co
Virginia
$755K -$6.85K -102 -0.9%
RIG
1574
RiverFront Investment Group
Virginia
$755K +$166K +2,472 +29%
GAB
1575
German American Bancorp
Indiana
$754K

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.