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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
WB
1826
Webster Bank
Connecticut
$481K +$14.1K +210 +3%
HCA
1827
Horan Capital Advisors
Ohio
$480K
FCIM
1828
Fairview Capital Investment Management
California
$479K +$470K +6,996 New
HWA
1829
Heritage Wealth Advisors
Virginia
$478K -$232K -3,450 -33%
WWP
1830
WR Wealth Planners
Missouri
$478K +$10.5K +156 +2%
LPT
1831
Legacy Private Trust
Wisconsin
$478K
SPWG
1832
Syntegra Private Wealth Group
Missouri
$478K
AW
1833
Atlas Wealth
Ohio
$477K +$468K +6,966 New
EFA
1834
Evernest Financial Advisors
Indiana
$476K +$403 +6 +0.1%
HWM
1835
HFG Wealth Management
Texas
$476K -$27.8K -414 -5%
VFP
1836
Verus Financial Partners
Virginia
$470K
GS
1837
GWN Securities
Florida
$470K +$446K +6,642 New
CB
1838
Cadence Bank
Mississippi
$470K +$193K +2,868 +72%
AIA
1839
AIMZ Investment Advisors
California
$468K +$81.4K +1,212 +22%
SFA
1840
Salus Financial Advisors
Colorado
$466K +$458K +6,816 New
CAM
1841
Concorde Asset Management
Michigan
$466K
MPWT
1842
MassMutual Private Wealth & Trust
Connecticut
$465K +$24.6K +366 +6%
PFA
1843
Portland Financial Advisors
New York
$465K +$457K +6,804 New
FMN
1844
Financial Management Network
California
$465K +$8.46K +126 +2%
AIA
1845
Accelerate Investment Advisors
California
$465K
BFIM
1846
Beese Fulmer Investment Management
Ohio
$464K -$227K -3,372 -33%
ATI
1847
ARK & TLK Investments
Oklahoma
$464K +$18.9K +282 +4%
MPI
1848
Mairs & Power Inc
Minnesota
$463K
AWM
1849
Activest Wealth Management
Florida
$463K +$245K +3,654 +118%
JSW
1850
Journey Strategic Wealth
New Jersey
$460K +$164K +2,436 +57%

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.