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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
MFS
1576
McNamara Financial Services
Massachusetts
$754K -$35.9K -534 -5%
WGCA
1577
Wolf Group Capital Advisors
Virginia
$754K
UWPG
1578
Ullmann Wealth Partners Group
Florida
$752K
NL
1579
Navalign LLC
California
$752K -$23.8K -354 -3%
FFA
1580
Fi3 Financial Advisors
Indiana
$750K +$26.6K +396 +4%
BP
1581
BBR Partners
New York
$750K -$15.3K -228 -2%
BWMG
1582
Bannerman Wealth Management Group
Texas
$747K +$734K +10,920 New
NPI
1583
New Perspectives Inc
Mississippi
$747K
RWM
1584
Rialto Wealth Management
New York
$745K +$732K +10,890 New
WAM
1585
WNY Asset Management
New York
$744K -$1.54M -22,980 -68%
EGWAG
1586
Elwood & Goetz Wealth Advisory Group
Georgia
$742K +$1.61K +24 +0.2%
PFM
1587
Potomac Fund Management
Florida
$742K +$729K +10,854 New
KWMG
1588
King Wealth Management Group
Florida
$742K +$36.7K +546 +5%
NQWM
1589
Northwest Quadrant Wealth Management
Oregon
$740K +$726K +10,812 New
PCS
1590
Private Client Services
Kentucky
$740K +$189K +2,814 +35%
NCM
1591
Narwhal Capital Management
Georgia
$739K
PFA
1592
Pillar Financial Advisors
Kentucky
$738K +$725K +10,788 New
CG
1593
CFO4Life Group
Texas
$737K +$50.8K +756 +8%
BFA
1594
Buttonwood Financial Advisors
Maryland
$736K -$9.27K -138 -1%
AW
1595
Alteri Wealth
California
$736K +$722K +10,752 New
HIC
1596
Holderness Investments Company
North Carolina
$735K +$34.3K +510 +5%
VCM
1597
Vision Capital Management
Oregon
$735K -$6.45K -96 -0.9%
LWM
1598
Level Wealth Management
North Carolina
$734K +$721K +10,734 New
AF
1599
Amara Financial
California
$734K +$806 +12 +0.1%
MIC
1600
Means Investment Company
Maine
$733K +$806 +12 +0.1%

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.