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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
TW
1601
Transform Wealth
Colorado
$730K +$241K +3,588 +51%
SSC
1602
Syverson Strege & Co
Iowa
$729K -$27.4K -408 -4%
SO
1603
Sierra Ocean
California
$728K +$715K +10,638 New
TPWA
1604
TRUE Private Wealth Advisors
Oregon
$725K -$1.21K -18 -0.2%
SC
1605
Sepio Capital
Utah
$723K +$274K +4,074 +63%
FG
1606
Fiduciary Group
Georgia
$721K +$15.3K +228 +2%
TCM
1607
Traynor Capital Management
Pennsylvania
$721K -$158K -2,358 -18%
AAG
1608
Armstrong Advisory Group
Massachusetts
$719K +$191K +2,850 +37%
YIA
1609
YHB Investment Advisors
Connecticut
$718K -$97.5K -1,452 -12%
PFG
1610
Prosperity Financial Group
California
$716K -$6.05K -90 -0.9%
CTB
1611
Country Trust Bank
Illinois
$715K -$15.3K -228 -2%
ST
1612
Spinnaker Trust
Maine
$713K +$49.6K +738 +8%
AA
1613
AF Advisors
California
$712K +$20.2K +300 +3%
A
1614
Argentarii
Ohio
$710K +$697K +10,380 New
CWM
1615
Chemistry Wealth Management
New York
$707K +$403 +6 +0.1%
FNC
1616
First National Corp
Massachusetts
$707K +$358K +5,334 +107%
CGA
1617
Crescent Grove Advisors
Illinois
$706K
SRWM
1618
Shira Ridge Wealth Management
California
$706K -$4.03K -60 -0.6%
RC
1619
Roundview Capital
New Jersey
$706K +$222K +3,306 +47%
FSC
1620
Full Sail Capital
Oklahoma
$705K
AIA
1621
Ally Invest Advisors
North Carolina
$700K -$22.2K -330 -3%
SWP
1622
Strategic Wealth Partners
Ohio
$695K -$63.7K -948 -9%
SFA
1623
Seneca Financial Advisors
New York
$695K
FFA
1624
First Foundation Advisors
California
$692K -$5.64K -84 -0.8%
EA
1625
Ellsworth Advisors
Ohio
$691K -$84.6K -1,260 -11%

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.