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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
CS
1676
Cannell & Spears
New York
$613K
FT
1677
Fiduciary Trust
Massachusetts
$612K
CAWM
1678
Capital Advisors Wealth Management
Washington
$609K -$806 -12 -0.1%
WT
1679
Washington Trust
Rhode Island
$609K -$131K -1,950 -18%
VPIM
1680
Vanguard Personalized Indexing Management
California
$608K +$70.9K +1,056 +13%
CFO
1681
Colony Family Offices
North Carolina
$608K +$597K +8,892 New
LIA
1682
Lynx Investment Advisory
District of Columbia
$606K +$2.82K +42 +0.5%
FWM
1683
FLP Wealth Management
Arkansas
$606K +$595K +8,856 New
RP
1684
Rowlandmiller & Partners
Georgia
$606K
AFTS
1685
American Financial & Tax Strategies
New York
$605K
KMWM
1686
Keudell/Morrison Wealth Management
Oregon
$605K +$25.8K +384 +5%
TAM
1687
Townsend Asset Management
North Carolina
$602K -$9.67K -144 -2%
KFGG
1688
Keystone Financial Group (Georgia)
Georgia
$602K +$591K +8,796 New
CTA
1689
Colonial Trust Advisors
South Carolina
$601K
RIP
1690
RAM Investment Partners
Washington
$601K
WDL
1691
Well Done LLC
Michigan
$600K
PAS
1692
PKS Advisory Services
New York
$600K +$589K +8,766 New
MCA
1693
Midwest Capital Advisors
Michigan
$599K +$588K +8,754 New
WFC
1694
Western Financial Corp
California
$597K +$586K +8,718 New
MWML
1695
M Wealth Management LLC
California
$596K +$585K +8,706 New
ARC
1696
Advisor Resource Council
Texas
$593K +$582K +8,670 New
WG
1697
Welch Group
Alabama
$592K -$21K -312 -4%
UWS
1698
Unique Wealth Strategies
Illinois
$590K -$18.9K -282 -3%
Russell Investments Group
1699
Russell Investments Group
United Kingdom
$589K +$458K +6,822 +382%
HA
1700
Helium Advisors
Washington
$588K +$578K +8,598 New

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.