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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
TAM
1801
Tucker Asset Management
Colorado
$498K -$4.43K -66 -0.9%
AP
1802
Adero Partners
California
$496K
CIS
1803
Continental Investors Services
Washington
$496K -$1.61K -24 -0.3%
AWP
1804
Abacus Wealth Partners
California
$496K -$21K -312 -4%
CS
1805
Capital Square
Tennessee
$494K +$62.9K +936 +15%
WAM
1806
Walker Asset Management
Missouri
$494K +$10.9K +162 +2%
WWC
1807
Waypoint Wealth Counsel
Georgia
$494K +$13.7K +204 +3%
TCM
1808
Twele Capital Management
Minnesota
$493K -$4.03K -60 -0.8%
FIM
1809
FWL Investment Management
Texas
$493K
CIC
1810
Chase Investment Counsel
Virginia
$492K +$484K +7,200 New
CWP
1811
Curated Wealth Partners
California
$492K +$142K +2,112 +42%
DFA
1812
DHJJ Financial Advisors
Illinois
$492K
MWA
1813
Motive Wealth Advisors
Michigan
$491K -$34.3K -510 -7%
WC
1814
Wynn Capital
Georgia
$491K +$23.8K +354 +5%
WIM
1815
Westside Investment Management
California
$491K -$8.87K -132 -2%
MWM
1816
MBE Wealth Management
Wisconsin
$489K -$23.8K -354 -5%
LA
1817
LexAurum Advisors
Kansas
$488K +$479K +7,134 New
FCCM
1818
First City Capital Management
Georgia
$487K +$111K +1,656 +30%
NFTC
1819
North Forty Two & Co
Oregon
$485K +$477K +7,098 New
BFS
1820
Beacon Financial Strategies
North Carolina
$485K
GWS
1821
Glassman Wealth Services
Virginia
$484K +$10.9K +162 +2%
OWP
1822
Obermeyer Wealth Partners
Colorado
$484K +$123K +1,836 +35%
GC
1823
GFG Capital
Florida
$482K
GSC
1824
G&S Capital
Colorado
$482K
OPA
1825
Old Port Advisors
Maine
$482K +$119K +1,764 +33%

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.