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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
HT
2101
Heritage Trust
Oklahoma
$293K +$287K +4,278 New
HCM
2102
Highview Capital Management
Illinois
$293K +$287K +4,278 New
Millennium Management
2103
Millennium Management
New York
$292K +$287K +4,272 New
PWM
2104
Power Wealth Management
Georgia
$292K -$39.1K -582 -12%
PG
2105
Patten Group
Tennessee
$291K -$8.46K -126 -3%
CCT
2106
Capital City Trust
Florida
$289K
TWM
2107
Tolleson Wealth Management
Texas
$289K
AV
2108
Aspiring Ventures
Ohio
$288K +$279K +4,158 New
AWM
2109
Atticus Wealth Management
Florida
$288K
LWAM
2110
Legacy Wealth Asset Management
Minnesota
$288K
TCBWMS
2111
Texas Capital Bank Wealth Management Services
Texas
$288K +$16.5K +246 +6%
VCAM
2112
Van Cleef Asset Management
Ohio
$287K
LP
2113
LGL Partners
Pennsylvania
$287K
AAM
2114
AMI Asset Management
California
$287K +$282K +4,194 New
MLFP
2115
MPS Loria Financial Planners
Illinois
$287K -$1.61K -24 -0.6%
VC
2116
Veracity Capital
Georgia
$287K +$50.8K +756 +22%
IIC
2117
Ironwood Investment Counsel
Arizona
$286K -$2.42K -36 -0.9%
NWMP
2118
Noble Wealth Management PBC
Colorado
$286K +$281K +4,176 New
GPW
2119
Gentry Private Wealth
Kansas
$284K -$10.3M -153,912 -97%
HBS
2120
Howard Bailey Securities
Indiana
$284K +$279K +4,158 New
LF
2121
Lee Financial
Texas
$284K +$68.1K +1,014 +32%
TTWM
2122
TCV Trust & Wealth Management
Virginia
$283K
SAMT
2123
Select Asset Management & Trust
Pennsylvania
$283K
B
2124
Bensler
Washington
$283K +$278K +4,140 New
EC
2125
Eaton-Cambridge
Arizona
$283K

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.