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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
YIH
1626
Y-Intercept (HK)
Hong Kong
$689K +$676K +10,068 New
BCP
1627
Blue Chip Partners
Michigan
$689K +$6.45K +96 +1%
CT
1628
Colonial Trust
South Carolina
$683K +$27.4K +408 +4%
SWA
1629
SFMG Wealth Advisors
Texas
$678K -$14.5K -216 -2%
VBFP
1630
Valtinson Bruner Financial Planning
Minnesota
$672K +$59.7K +888 +10%
DWM
1631
Denver Wealth Management
Colorado
$670K +$67.3K +1,002 +11%
EMC
1632
Everest Management Corp
California
$668K +$656K +9,762 New
RFN
1633
RDA Financial Network
Iowa
$666K -$46.8K -696 -7%
TPA
1634
Trivium Point Advisory
Connecticut
$665K
CAAS
1635
Capital Asset Advisory Services
Michigan
$664K -$329K -4,890 -34%
FNA
1636
First National Advisers
Nebraska
$663K +$192K +2,856 +42%
AFA
1637
Arlington Financial Advisors
California
$662K +$650K +9,672 New
WA
1638
Wealthstar Advisors
Texas
$662K +$650K +9,672 New
FCC
1639
Flower City Capital
New York
$661K
AWCI
1640
Alpine Woods Capital Investors
New York
$657K
MWM
1641
Merriman Wealth Management
Washington
$656K +$298K +4,440 +86%
PAI
1642
Pittenger & Anderson Inc
Nebraska
$656K +$94.3K +1,404 +17%
FCM
1643
Firestone Capital Management
Florida
$656K -$48.4K -720 -7%
MIAS
1644
Mason Investment Advisory Services
Virginia
$655K -$168K -2,502 -21%
CA
1645
Capital Advantage
California
$654K +$643K +9,564 New
EBA
1646
Eagle Bay Advisors
New York
$652K +$26.2K +390 +4%
OWA
1647
Octavia Wealth Advisors
Ohio
$650K -$68.1K -1,014 -10%
SSA
1648
Sierra Summit Advisors
Nevada
$649K -$40.3K -600 -6%
FWP
1649
FAS Wealth Partners
Kansas
$649K -$3.23K -48 -0.5%
CFAM
1650
Center For Asset Management
Florida
$644K -$21.8K -324 -3%

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.