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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
JWM
1701
JFG Wealth Management
Colorado
$588K +$403 +6 +0.1%
NFP
1702
Narus Financial Partners
Utah
$588K +$64.5K +960 +13%
JC
1703
JB Capital
Connecticut
$587K +$23.8K +354 +4%
BA
1704
Ballast Advisors
Minnesota
$587K
FF
1705
Financial Futures
New Jersey
$587K -$15.7K -234 -3%
NG
1706
Norden Group
Utah
$586K -$310K -4,614 -35%
MWC
1707
MKD Wealth Coaches
Michigan
$585K +$574K +8,550 New
FA
1708
Flagstar Advisors
New York
$585K +$12.1K +180 +2%
EFMC
1709
Empire Financial Management Company
New York
$584K +$16.9K +252 +3%
IF
1710
Ironwood Financial
Arizona
$583K +$33.1K +492 +6%
TW
1711
TrinityPoint Wealth
Connecticut
$583K +$297K +4,422 +108%
PFA
1712
Pinnacle Family Advisors
Missouri
$582K -$26.6K -396 -4%
EFG
1713
Ehrlich Financial Group
California
$582K +$571K +8,502 New
LC
1714
Landaas & Company
Wisconsin
$578K -$10.1K -150 -2%
VCM
1715
Viewpoint Capital Management
Washington
$577K +$403 +6 +0.1%
PWW
1716
Pettyjohn Wood & White
Virginia
$575K
RGF
1717
Retirement Guys Formula
Ohio
$574K +$564K +8,388 New
IAG
1718
Ipsen Advisor Group
Arkansas
$572K +$562K +8,364 New
WA
1719
WP Advisors
California
$571K +$403 +6 +0.1%
PFSC
1720
Peoples Financial Services Corp
Pennsylvania
$571K -$12.1K -180 -2%
FDCP
1721
Foster Dykema Cabot & Partners
Massachusetts
$571K -$114K -1,698 -17%
LDB
1722
Lee, Danner & Bass
Tennessee
$571K
IA
1723
Integrity Alliance
Iowa
$570K +$560K +8,334 New
TA
1724
TrueWealth Advisors
Alabama
$567K -$128K -1,908 -19%
TWM
1725
Tanager Wealth Management
United Kingdom
$566K -$106K -1,572 -16%

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.