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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
BWL
1651
Beacon Wealthcare LLC
North Carolina
$642K
CPA
1652
Compass Planning Associates
Massachusetts
$642K +$631K +9,390 New
MF
1653
Meridian Financial
Massachusetts
$642K +$23K +342 +4%
CAI
1654
Capital Advisors Inc
Oklahoma
$641K -$14.9K -222 -2%
DCM
1655
DGS Capital Management
New Jersey
$640K +$628K +9,354 New
PWG
1656
Portside Wealth Group
Utah
$637K +$259K +3,858 +71%
MFG
1657
MidWestOne Financial Group
Iowa
$637K +$105K +1,566 +20%
SWM
1658
SFG Wealth Management
Maryland
$636K
TI
1659
Trexquant Investment
Connecticut
$636K +$624K +9,294 New
BOJHT
1660
Bank of Jackson Hole Trust
Wyoming
$634K +$622K +9,264 New
NWMG
1661
National Wealth Management Group
Ohio
$632K -$38.7K -576 -6%
CCM
1662
Chilton Capital Management
Texas
$631K +$18.1K +270 +3%
FWM
1663
FSA Wealth Management
Massachusetts
$628K +$5.64K +84 +0.9%
PFA
1664
Petra Financial Advisors
Colorado
$628K -$240K -3,570 -28%
DFG
1665
Dynamic Financial Group
Iowa
$626K +$615K +9,156 New
TT
1666
TI-Trust
Illinois
$623K -$21K -312 -3%
MCM
1667
Morton Capital Management
California
$623K
ACG
1668
Allen Capital Group
Nebraska
$622K +$64.9K +966 +12%
CWM
1669
Calamos Wealth Management
Illinois
$621K +$85.5K +1,272 +16%
KP
1670
Kitching Partners
Pennsylvania
$620K +$254K +3,786 +72%
SL
1671
SWMG LLC
Texas
$620K -$358K -5,334 -38%
GCM
1672
Gables Capital Management
Florida
$619K +$86.7K +1,290 +17%
VW
1673
Vance Wealth
California
$617K -$1.21K -18 -0.2%
FBFS
1674
First Business Financial Services
Wisconsin
$616K
AI
1675
Accredited Investors
Minnesota
$616K -$57.6K -858 -9%

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.