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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
IHWM
1726
Iron Horse Wealth Management
Iowa
$566K +$14.1K +210 +3%
SIAP
1727
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$564K
BBW
1728
Blue Barn Wealth
Utah
$564K +$553K +8,238 New
FP
1729
Financial Perspectives
Minnesota
$563K +$23.8K +354 +4%
RDWM
1730
Red Door Wealth Management
Tennessee
$563K +$5.64K +84 +1%
AIM
1731
Advyzon Investment Management
Illinois
$561K +$551K +8,202 New
BMC
1732
Benin Management Corp
Connecticut
$559K +$403 +6 +0.1%
CST
1733
Charles Schwab Trust
Nevada
$558K +$548K +8,154 New
IWB
1734
Innovative Wealth Building
Maryland
$557K +$547K +8,142 New
BCP
1735
Berkeley Capital Partners
Georgia
$557K -$179K -2,670 -25%
SG
1736
Strid Group
Pennsylvania
$555K
Luther King Capital Management (LKCM)
1737
Luther King Capital Management (LKCM)
Texas
$554K
CWA
1738
Clarity Wealth Advisors
California
$550K +$30.6K +456 +6%
SCA
1739
St. Clair Advisors
Ohio
$550K
BDL
1740
Bey-Douglas LLC
Georgia
$548K -$25K -372 -4%
LWMI
1741
Landmark Wealth Management (Illinois)
Illinois
$547K -$25.4K -378 -5%
AA
1742
Alesco Advisors
New York
$547K +$537K +7,992 New
HW
1743
Hancock Whitney
Mississippi
$546K
PS
1744
Pinney & Scofield
Massachusetts
$545K +$535K +7,968 New
CWS
1745
Cypress Wealth Services
California
$544K
FWM
1746
FFT Wealth Management
Pennsylvania
$544K +$69.3K +1,032 +15%
CFA
1747
Camarda Financial Advisors
Florida
$543K +$533K +7,938 New
FGC
1748
Financial Gravity Companies
Texas
$542K -$806 -12 -0.2%
KWS
1749
Keystone Wealth Services
California
$541K +$403 +6 +0.1%
WA
1750
WealthTrust Axiom
Pennsylvania
$541K +$111K +1,656 +27%

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.