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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
MWM
1976
MinichMacGregor Wealth Management
New York
$370K +$105K +1,566 +41%
GA
1977
Greenspring Advisors
Maryland
$369K
CTA
1978
Camelot Technology Advisors
California
$369K
FIB
1979
First Interstate Bank
Montana
$369K +$80.2K +1,194 +28%
WSWA
1980
Warren Street Wealth Advisors
California
$368K -$2.82K -42 -0.8%
AFP
1981
Alpha Financial Partners
Kentucky
$368K +$361K +5,376 New
HHGA
1982
Halbert Hargrove Global Advisors
California
$367K -$1.61K -24 -0.4%
FPW
1983
Flywheel Private Wealth
California
$367K +$361K +5,370 New
Massachusetts Financial Services
1984
Massachusetts Financial Services
Massachusetts
$367K +$360K +5,364 New
SCP
1985
Shorepoint Capital Partners
Massachusetts
$366K +$3.63K +54 +1%
MFP
1986
Meridian Financial Partners
Virginia
$366K +$360K +5,352 New
NRC
1987
New Republic Capital
North Carolina
$365K
STA
1988
Smith Thornton Advisors
Alabama
$362K
FFG
1989
Fortress Financial Group
Minnesota
$360K +$353K +5,256 New
VCM
1990
Verde Capital Management
Michigan
$360K +$353K +5,256 New
HPC
1991
Hobart Private Capital
North Carolina
$359K -$7.25K -108 -2%
C1AG
1992
Client 1st Advisory Group
Florida
$359K +$352K +5,244 New
CFG
1993
Carr Financial Group
Massachusetts
$358K
PCTC
1994
Perkins Coie Trust Company
Washington
$358K -$48K -714 -12%
FWA
1995
FOCUS Wealth Advisors
Texas
$357K
MWP
1996
Meridian Wealth Partners
Pennsylvania
$356K +$111K +1,656 +47%
CHAM
1997
Clear Harbor Asset Management
Connecticut
$356K +$75.4K +1,122 +28%
BFP
1998
Beacon Financial Planning
Massachusetts
$356K -$4.84K -72 -1%
CIG
1999
Cascade Investment Group
Colorado
$355K +$35.9K +534 +11%
OWM
2000
Opes Wealth Management
California
$355K

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.