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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
HFS
1926
Horizon Financial Services
North Carolina
$409K -$21.4K -318 -5%
JWBC
1927
John W. Brooker & Co
California
$409K -$40.3K -600 -9%
EP
1928
Edgestream Partners
New Jersey
$407K -$185K -2,760 -32%
SG
1929
Sharper & Granite
California
$406K +$16.1K +240 +4%
IWM
1930
Integris Wealth Management
California
$406K +$135K +2,010 +51%
MFA
1931
Morling Financial Advisors
California
$406K +$399K +5,940 New
RWM
1932
Riverbend Wealth Management
South Carolina
$406K +$399K +5,934 New
CWMGP
1933
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$405K +$403 +6 +0.1%
FC
1934
Fairscale Capital
New Hampshire
$404K +$4.84K +72 +1%
AG
1935
AmeriFlex Group
Nevada
$404K +$389K +5,790 New
FFP
1936
FourThought Financial Partners
Florida
$402K -$403 -6 -0.1%
CFP
1937
Cascade Financial Partners
California
$402K -$8.06K -120 -2%
GCM
1938
Gallacher Capital Management
Colorado
$401K +$403 +6 +0.1%
AWA
1939
Amplius Wealth Advisors
Pennsylvania
$400K +$57.2K +852 +17%
B
1940
Bailard
California
$400K
FFP
1941
Forbes Financial Planning
Rhode Island
$400K -$3.23K -48 -0.8%
FA
1942
FSA Advisors
Michigan
$399K -$295K -4,386 -43%
MAM
1943
Milestone Asset Management
Pennsylvania
$399K +$91.9K +1,368 +31%
LK
1944
Lumbard & Kellner
New Hampshire
$399K
PP
1945
Pacifica Partners
Canada
$398K -$60.5K -900 -13%
BBA
1946
Braun-Bostich & Associates
Pennsylvania
$398K -$10.1K -150 -3%
SCA
1947
Sulzberger Capital Advisors
Florida
$396K +$389K +5,790 New
GWM
1948
Gibbs Wealth Management
Georgia
$396K +$389K +5,784 New
GAM
1949
GEM Asset Management
Michigan
$392K -$56.4K -840 -13%
CB
1950
Community Bank
New York
$392K

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.