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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
MFG
1751
Mosaic Financial Group
Illinois
$540K
FF
1752
Farrell Financial
New York
$539K +$18.1K +270 +4%
GC
1753
Gilbert & Cook
Iowa
$538K -$111K -1,650 -17%
CIA
1754
Cladis Investment Advisory
Montana
$538K -$2.02K -30 -0.4%
4A
1755
4Wealth Advisors
Illinois
$535K +$526K +7,824 New
SWM
1756
Stockman Wealth Management
Montana
$535K +$47.6K +708 +10%
GFG
1757
Goldstone Financial Group
Illinois
$534K +$213K +3,174 +68%
CCM
1758
Carlson Capital Management
Minnesota
$532K
PCM
1759
Pointe Capital Management
Michigan
$532K -$28.6K -426 -5%
SF
1760
Slagle Financial
Illinois
$531K
JWCA
1761
J.W. Coons Advisors
Ohio
$531K -$38.3K -570 -7%
TWG
1762
The Wealth Group
Minnesota
$529K -$41.5K -618 -7%
GPW
1763
Genesis Private Wealth
Virginia
$529K +$520K +7,734 New
MIM
1764
Marshall Investment Management
Colorado
$529K +$555K +8,268 New
GFM
1765
GEN Financial Management
Minnesota
$527K +$518K +7,710 New
FWA
1766
FSM Wealth Advisors
Ohio
$527K +$8.46K +126 +2%
LMKC
1767
L.M. Kohn & Company
Ohio
$527K +$21.4K +318 +4%
WF
1768
Welch & Forbes
Massachusetts
$525K -$13.7K -204 -3%
CKAIS
1769
Christensen King & Associates Investment Services
Washington
$525K
ACM
1770
Allred Capital Management
Texas
$525K -$16.5K -246 -3%
EL
1771
Essex LLC
Illinois
$523K -$101K -1,500 -16%
PWM
1772
Parkshore Wealth Management
California
$522K +$513K +7,638 New
CFS
1773
Coordinated Financial Services
Colorado
$522K +$513K +7,638 New
RWA
1774
Redhawk Wealth Advisors
Minnesota
$522K +$94.3K +1,404 +23%
MAMG
1775
Milestone Asset Management Group
Connecticut
$521K +$511K +7,608 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.