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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
PI
1776
Pachira Investments
California
$521K +$27K +402 +6%
CWA
1777
Cura Wealth Advisors
Illinois
$516K +$507K +7,548 New
MBT
1778
Montecito Bank & Trust
California
$515K +$141K +2,100 +39%
PWS
1779
Proactive Wealth Strategies
Georgia
$515K +$34.3K +510 +7%
EA
1780
Everpar Advisors
Oklahoma
$513K -$21K -312 -4%
RB
1781
Rodgers Brothers
Pennsylvania
$512K
CVM
1782
Cheviot Value Management
California
$512K +$503K +7,482 New
BOC
1783
Blue Oak Capital
California
$511K +$502K +7,470 New
MW
1784
Members Wealth
Pennsylvania
$510K +$488K +7,266 New
VFIC
1785
Valley Forge Investment Consultants
Pennsylvania
$510K -$18.9K -282 -4%
MDA
1786
Minot DeBlois Advisors
Massachusetts
$510K +$501K +7,452 New
MAC
1787
Mason & Associates (California)
California
$510K +$21.4K +318 +4%
SCM
1788
Schnieders Capital Management
California
$509K +$10.5K +156 +2%
LA
1789
Latitude Advisors
Florida
$506K +$5.64K +84 +1%
MAV
1790
Mason & Associates (Virginia)
Virginia
$506K +$6.05K +90 +1%
NRG
1791
Nemes Rush Group
Michigan
$505K +$460K +6,852 +1,313%
HGA
1792
Hobbs Group Advisors
South Carolina
$503K -$16.1K -240 -3%
WJWM
1793
Williams Jones Wealth Management
New York
$503K +$14.9K +222 +3%
KFG
1794
Kropog Financial Group
Louisiana
$502K +$493K +7,332 New
VHAM
1795
Van Hulzen Asset Management
California
$501K -$17.7K -264 -3%
WCM
1796
WealthBridge Capital Management
Ohio
$500K -$8.06K -120 -2%
AMCA
1797
Arthur M. Cohen & Associates
Illinois
$500K
FFA
1798
Fragasso Financial Advisors
Pennsylvania
$499K +$806 +12 +0.2%
BFS
1799
Bradley Foster & Sargent
Connecticut
$499K +$18.9K +282 +4%
LSWP
1800
Liberty Square Wealth Partners
Pennsylvania
$499K +$470K +6,996 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.