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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
RWS
2051
Resolute Wealth Strategies
Mississippi
$326K +$403 +6 +0.1%
RW
2052
Rockport Wealth
Ohio
$326K +$42.7K +636 +14%
IF
2053
IRON Financial
Illinois
$326K +$403 +6 +0.1%
PSFG
2054
Prairie Sky Financial Group
Illinois
$326K -$4.03K -60 -1%
SFG
2055
Sather Financial Group
Texas
$325K
FAI
2056
Fiduciary Advisors Inc
Missouri
$325K +$319K +4,752 New
WG
2057
Wealth Group
North Carolina
$324K +$7.66K +114 +2%
JJBC
2058
James J. Burns & Company
New York
$324K +$17.3K +258 +6%
AC
2059
Anson Capital
Georgia
$324K
DP
2060
Divergent Planning
Maryland
$322K
OWA
2061
Oak Wealth Advisors
Illinois
$321K +$316K +4,698 New
CMP
2062
Coston McIsaac & Partners
Maine
$320K +$2.82K +42 +0.9%
WCP
2063
Wealthcare Capital Partners
Pennsylvania
$319K +$314K +4,668 New
MAWA
2064
Moss Adams Wealth Advisors
Washington
$318K
CPC
2065
Consolidated Planning Corp
Georgia
$318K -$15.7K -234 -5%
SGWM
2066
Sterling Group Wealth Management
California
$316K +$22.2K +330 +8%
TFM
2067
TFC Financial Management
Massachusetts
$316K
ST
2068
Sentinel Trust
Texas
$316K -$4.43K -66 -1%
TWP
2069
Tempus Wealth Planning
California
$315K
BAMG
2070
Brand Asset Management Group
Missouri
$315K -$11.7K -174 -4%
LJAC
2071
L.J. Altfest & Co
New York
$315K
WLG
2072
Williamson Legacy Group
Indiana
$314K -$201K -2,994 -39%
CIA
2073
Cascade Investment Advisors
Oregon
$314K
HFS
2074
Hantz Financial Services
Michigan
$312K -$39.5K -588 -11%
MAM
2075
Mystic Asset Management
Rhode Island
$312K +$75K +1,116 +32%

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.