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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
TMWM
2001
Taylor & Morgan Wealth Management
Michigan
$353K -$4.84K -72 -1%
TC
2002
Truvestments Capital
Florida
$353K +$403 +6 +0.1%
AA
2003
Apriem Advisors
California
$353K
DAC
2004
Dividend Assets Capital
South Carolina
$353K
FWMP
2005
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$353K +$347K +5,160 New
HCMT
2006
Highland Capital Management (Tennessee)
Tennessee
$353K +$403 +6 +0.1%
WTFG
2007
Wells Trecaso Financial Group
Ohio
$352K -$33.1K -492 -9%
4WM
2008
49 Wealth Management
Texas
$351K +$68.5K +1,020 +25%
RWS
2009
Retirement Wealth Solutions
Wisconsin
$350K +$347K +5,160 New
TIA
2010
Traphagen Investment Advisors
New Jersey
$350K +$114K +1,692 +49%
HBW
2011
Hazlett, Burt & Watson
West Virginia
$349K +$2.82K +42 +0.8%
DBRC
2012
D.B. Root & Company
Pennsylvania
$348K
SGA
2013
Sustainable Growth Advisers
Connecticut
$348K
TC
2014
TFR Capital
Texas
$347K +$341K +5,070 New
VF
2015
Vawter Financial
Ohio
$346K
MCC
2016
Maiden Cove Capital
Maine
$346K
MSG
2017
Main Street Group
Virginia
$346K +$235K +3,498 +225%
PIM
2018
Pullen Investment Management
Florida
$346K
FSA
2019
Financial Security Advisor
Virginia
$345K +$403 +6 +0.1%
LCM
2020
LVM Capital Management
Michigan
$344K -$116K -1,728 -26%
WQ
2021
Wealth Quarterback
New Jersey
$343K +$403 +6 +0.1%
MWA
2022
Midland Wealth Advisors
Illinois
$343K -$4.03K -60 -1%
MI
2023
Moneywise Inc
Virginia
$343K -$19.8K -294 -6%
MYIA
2024
Mount Yale Investment Advisors
Colorado
$342K -$156K -2,316 -32%
FWMM
2025
Foundation Wealth Management (Missouri)
Missouri
$342K

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.