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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
T
1951
Transce3nd
Texas
$392K +$385K +5,724 New
CP
1952
Creekside Partners
California
$391K -$15.3K -228 -4%
MP
1953
Moment Partners
California
$390K +$383K +5,700 New
MEAC
1954
M.E. Allison & Co
Texas
$390K +$383K +5,700 New
YWS
1955
Yarger Wealth Strategies
Ohio
$390K +$8.06K +120 +2%
LWP
1956
Laurel Wealth Planning
Minnesota
$388K
CISOA
1957
Capital Investment Services of America
Wisconsin
$387K +$116K +1,728 +44%
LKWM
1958
Lee-Kelleher Wealth Management
Maryland
$387K +$381K +5,664 New
WW
1959
Westshore Wealth
California
$385K -$2.42K -36 -0.6%
PSCM
1960
Per Stirling Capital Management
Texas
$385K
MTIC
1961
Missouri Trust & Investment Company
Missouri
$385K
DF
1962
Define Financial
California
$384K +$377K +5,616 New
CCFCSB
1963
Cape Cod Five Cents Savings Bank
Massachusetts
$384K
TF
1964
Theory Financial
Colorado
$383K +$376K +5,604 New
PWM
1965
Praetorian Wealth Management
California
$383K +$376K +5,604 New
VFG
1966
Victory Financial Group
Texas
$382K +$375K +5,586 New
AGWCA
1967
Annis Gardner Whiting Capital Advisors
Florida
$381K +$2.02K +30 +0.5%
KCM
1968
Kanawha Capital Management
Virginia
$380K -$14.1K -210 -4%
TI
1969
tru Independence
Oregon
$378K +$403 +6 +0.1%
WCF
1970
West Coast Financial
California
$377K
CWP
1971
Corepath Wealth Partners
Arizona
$376K +$806 +12 +0.2%
EIA
1972
Eastover Investment Advisors
North Carolina
$374K +$109K +1,620 +42%
WCG
1973
Weaver Consulting Group
California
$373K +$51.6K +768 +16%
UFA
1974
US Financial Advisors
Massachusetts
$371K +$403 +6 +0.1%
SC
1975
Schiavi & Co
Delaware
$370K

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.