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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
MP
2126
McDonald Partners
Ohio
$283K
LGWM
2127
Litman Gregory Wealth Management
California
$282K
IA
2128
Intellus Advisors
Florida
$282K +$277K +4,122 New
CFGA
2129
Cambridge Financial Group (Arizona)
Arizona
$282K +$14.1K +210 +5%
MA
2130
Maxele Advisors
Missouri
$280K +$275K +4,098 New
MWP
2131
Meriwether Wealth & Planning
Louisiana
$280K +$275K +4,098 New
AWM
2132
Abound Wealth Management
Tennessee
$280K +$806 +12 +0.3%
DFP
2133
Defined Financial Planning
California
$280K +$275K +4,092 New
PWA
2134
Phoenix Wealth Advisors
North Carolina
$280K
BFG
2135
Baron Financial Group
New Jersey
$280K +$274K +4,086 New
UL
2136
Unionview LLC
Washington
$279K -$8.46K -126 -3%
LWA
2137
Lineweaver Wealth Advisors
Ohio
$279K +$274K +4,080 New
EWA
2138
Etesian Wealth Advisors
Oregon
$279K +$274K +4,074 New
SHA
2139
Seneca House Advisors
Virginia
$278K
JWM
2140
JGP Wealth Management
Oregon
$277K +$19.3K +288 +8%
MPCL
2141
My Personal CFO LLC
Washington
$277K +$403 +6 +0.1%
SMA
2142
Seven Mile Advisory
New Jersey
$276K +$4.03K +60 +2%
JTWM
2143
Jackson Thornton Wealth Management
Alabama
$276K -$301K -4,482 -53%
SM
2144
Sensible Money
Arizona
$276K -$128K -1,908 -32%
ESB
2145
Essex Savings Bank
Connecticut
$276K +$271K +4,032 New
LTI
2146
Laffer Tengler Investments
Tennessee
$275K -$68.5K -1,020 -20%
PJWM
2147
Philip James Wealth Mangement
Georgia
$274K +$403 +6 +0.2%
VP
2148
Verum Partners
North Carolina
$273K +$403 +6 +0.2%
BWP
2149
BSW Wealth Partners
Colorado
$273K
TFA
2150
Teamwork Financial Advisors
Texas
$273K +$34.7K +516 +15%

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.