We are live on ! Find out more
VUG icon

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
GIM
2026
Goelzer Investment Management
Indiana
$341K +$335K +4,992 New
BW
2027
Bison Wealth
Georgia
$341K +$403 +6 +0.1%
EBT
2028
Enterprise Bank & Trust
Massachusetts
$339K
CMI
2029
Clare Market Investments
Texas
$338K +$333K +4,950 New
MWM
2030
Melfa Wealth Management
Massachusetts
$338K -$20.2K -300 -6%
FFL
2031
Financial Freedom LLC
Ohio
$338K
HIG
2032
Heritage Investment Group
Florida
$338K
BOS
2033
Bank of Stockton
California
$337K -$6.05K -90 -2%
NBT
2034
Northwest Bank & Trust
Iowa
$336K
WP
2035
WealthPLAN Partners
Nebraska
$336K -$315K -4,692 -49%
RRA
2036
Round Rock Advisors
Connecticut
$334K +$47.2K +702 +17%
OPWM
2037
Oxinas Partners Wealth Management
Indiana
$334K -$142K -2,118 -30%
SNBOSCI
2038
Security National Bank of Sioux City Iowa
Iowa
$334K -$8.46K -126 -3%
HA
2039
Huntleigh Advisors
Missouri
$334K +$328K +4,878 New
CPA
2040
Cathy Pareto & Associates
Florida
$334K +$328K +4,878 New
DWS
2041
Dynamic Wealth Strategies
California
$332K -$378K -5,628 -54%
BTWM
2042
Brass Tax Wealth Management
Ohio
$332K +$40.3K +600 +14%
IWP
2043
Innova Wealth Partners
Pennsylvania
$331K +$325K +4,836 New
FCM
2044
Fortis Capital Management
Washington
$330K +$5.24K +78 +2%
BS
2045
Brighton Securities
New York
$330K +$324K +4,824 New
MC
2046
Matisse Capital
Oregon
$330K
SIAG
2047
Safeguard Investment Advisory Group
California
$329K +$18.1K +270 +6%
AWA
2048
Adapt Wealth Advisors
Georgia
$329K
NA
2049
Novus Advisors
South Carolina
$328K +$322K +4,788 New
NW
2050
Naviter Wealth
Arkansas
$327K +$12.5K +186 +4%

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.