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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
PWM
1876
Prosperity Wealth Management
California
$439K -$28.2K -420 -6%
AWA
1877
Acorn Wealth Advisors
Michigan
$438K +$13.7K +204 +3%
CLA
1878
Carnegie Lake Advisors
New Jersey
$438K
OA
1879
Oxbow Advisors
Texas
$438K -$30.2K -450 -7%
HW
1880
Hamilton Wealth
California
$438K -$3.63K -54 -0.8%
FLP
1881
Financial Life Planners
Arizona
$437K +$429K +6,384 New
QCIG
1882
Quad-Cities Investment Group
Iowa
$437K +$11.7K +174 +3%
HFA
1883
High Falls Advisors
New York
$437K
DOA
1884
D'Orazio & Associates
Virginia
$437K
BCM
1885
BluePointe Capital Management
California
$436K +$403 +6 +0.1%
MA
1886
MAS Advisors
Florida
$436K +$403 +6 +0.1%
GWM
1887
Global Wealth Management
New Jersey
$436K +$77K +1,146 +22%
CWM
1888
Copia Wealth Management
Oregon
$436K +$428K +6,366 New
ZIG
1889
Zullo Investment Group
Pennsylvania
$435K
TWP
1890
Triad Wealth Partners
Kansas
$434K +$426K +6,342 New
PCS
1891
Personal CFO Solutions
New Jersey
$433K +$148K +2,196 +53%
WCM
1892
WealthTrak Capital Management
Virginia
$431K +$424K +6,306 New
SCM
1893
Saxony Capital Management
Missouri
$429K -$12.9K -192 -3%
SLC
1894
Second Line Capital
Louisiana
$428K -$4.03K -60 -0.9%
DP
1895
DDD Partners
Washington
$427K -$4.03K -60 -1%
TWM
1896
TCFG Wealth Management
California
$426K -$1.21K -18 -0.3%
BFO
1897
Boston Family Office
Massachusetts
$425K +$418K +6,216 New
JWM
1898
JPL Wealth Management
Colorado
$425K +$417K +6,210 New
BWP
1899
Bernardo Wealth Planning
Pennsylvania
$424K -$4.84K -72 -1%
GB
1900
Goepper Burkhardt
South Carolina
$424K +$416K +6,198 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.