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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
APG
2076
Abacus Planning Group
South Carolina
$310K
TWM
2077
Trevian Wealth Management
Massachusetts
$309K
IP
2078
Investment Partners
Ohio
$308K +$403 +6 +0.1%
EE
2079
EWG Elevate
California
$307K +$16.5K +246 +6%
NF
2080
Nikulski Financial
Iowa
$306K -$48.4K -720 -14%
JFG
2081
JDM Financial Group
Texas
$305K
PGA
2082
Portland Global Advisors
Maine
$305K
OL
2083
one8zero8 LLC
North Carolina
$304K +$298K +4,440 New
DFC
2084
DBK Financial Counsel
Ohio
$303K
SWM
2085
SilverOak Wealth Management
Minnesota
$302K
SW
2086
Schulz Wealth
Texas
$302K +$297K +4,422 New
GWM
2087
GSB Wealth Management
Connecticut
$302K -$63.7K -948 -18%
GI
2088
Gradient Investments
Minnesota
$302K -$23K -342 -7%
FCMA
2089
Foresight Capital Management Advisors
Michigan
$302K
C
2090
Croban
Ohio
$302K +$296K +4,410 New
VWM
2091
Vermillion Wealth Management
Minnesota
$301K +$296K +4,404 New
SIC
2092
Sigma Investment Counselors
Michigan
$301K
CFIA
2093
Cantor Fitzgerald Investment Advisors
New York
$299K
CWMS
2094
Cannon Wealth Management Services
North Carolina
$299K -$71.3K -1,062 -20%
BHWM
2095
Beaird Harris Wealth Management
Texas
$299K
PPH
2096
Pure Portfolios Holdings
Oregon
$299K -$10.1K -150 -3%
SOWAS
2097
Silver Oak Wealth Advisors Services
California
$298K +$293K +4,356 New
WFS
2098
WealthGarden F.S.
California
$298K -$29.8K -444 -9%
LFWA
2099
LBJ Family Wealth Advisors
Texas
$296K
BNP Paribas Financial Markets
2100
BNP Paribas Financial Markets
France
$296K -$39.1K -582 -12%

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.