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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
WAM
1851
Weatherly Asset Management
California
$460K -$50.8K -756 -10%
TWM
1852
TriaGen Wealth Management
California
$458K
SFG
1853
Snider Financial Group
Washington
$458K +$450K +6,696 New
APW
1854
Austin Private Wealth
Texas
$456K +$73K +1,086 +19%
AAMA
1855
Advanced Asset Management Advisors
Ohio
$456K -$10.9K -162 -2%
CWS
1856
Confluence Wealth Services
Pennsylvania
$455K +$76.2K +1,134 +21%
TWP
1857
Tyche Wealth Partners
Texas
$455K +$6.05K +90 +1%
VPF
1858
Vantage Point Financial
Illinois
$454K +$446K +6,642 New
CWM
1859
Collaborative Wealth Management
Florida
$454K -$1.21K -18 -0.3%
RRWA
1860
Rainey & Randall Wealth Advisors
Florida
$452K +$12.5K +186 +3%
VCM
1861
Vivaldi Capital Management
Illinois
$451K -$8.06K -120 -2%
IWS
1862
Insight Wealth Strategies
California
$450K -$7.25K -108 -2%
JFGLC
1863
Johnson Financial Group LLC (Colorado)
Colorado
$449K
AMBIA
1864
Allen Mooney & Barnes Investment Advisors
Georgia
$449K +$79K +1,176 +22%
JA
1865
JVL Associates
Michigan
$447K
NSIM
1866
North Star Investment Management
Illinois
$446K +$6.45K +96 +1%
SIC
1867
Shoker Investment Counsel
Ohio
$446K
GF
1868
Gries Financial
Ohio
$445K -$27K -402 -6%
ICMM
1869
Integrated Capital Management (Michigan)
Michigan
$445K +$6.85K +102 +2%
FNT
1870
First Nebraska Trust
Nebraska
$445K
TC
1871
Toews Corporation
New Jersey
$443K -$15.3K -228 -3%
WIM
1872
WealthPlan Investment Management
Nebraska
$442K +$434K +6,462 New
NC
1873
NewSquare Capital
Pennsylvania
$442K +$36.7K +546 +9%
OCM
1874
Orleans Capital Management
Louisiana
$441K -$8.06K -120 -2%
BTIM
1875
BancFirst Trust & Investment Management
Oklahoma
$439K

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.