We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF

2,733 hedge funds and large institutions have $116B invested in Vanguard Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,188 increasing their positions, 967 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 1,188 | Existing positions reduced: 967

12.98% more ownership

Funds ownership: 391.48%404.46% (+13%)

3% less funds holding

Funds holding: 2,8122,733 (-79)

9% less funds holding in top 10

Funds holding in top 10: 464421 (-43)

11% less capital invested

Capital invested by funds: $131B → $116B (-$14.6B)

15% less call options, than puts

Call options by funds: $153M | Put options by funds: $180M

15% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 156

Holders
2,733
Holders Change
-79
Holders Change %
-2.81%
% of All Funds
33.44%
Holding in Top 10
421
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.27%
% of All Funds
5.15%
New
132
Increased
1,188
Reduced
967
Closed
156
Calls
$153M
Puts
$180M
Net Calls
-$26.6M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.9B +$3.16B +40,629,144 +14%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$16.6B -$71.5M -919,044 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$6.49B +$223M +2,868,054 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.8B +$486M +6,243,510 +14%
UBS Group
5
UBS Group
Switzerland
$2.65B +$212M +2,725,344 +8%
LPL Financial
6
LPL Financial
California
$2.36B -$44.4M -570,396 -2%
Wells Fargo
7
Wells Fargo
California
$1.93B +$48.5M +623,262 +2%
Ameriprise
8
Ameriprise
Minnesota
$1.75B +$63.8M +819,744 +4%
EWA
9
EP Wealth Advisors
California
$1.59B +$87.3M +1,122,198 +5%
Raymond James Financial
10
Raymond James Financial
Florida
$1.56B +$115M +1,479,444 +7%
TCIIS
11
TIAA-CREF Individual & Institutional Services
New York
$1.5B +$1.61B +20,651,940 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.13B -$4.58M -58,830 -0.4%
MCCA
13
Mill Creek Capital Advisors
Pennsylvania
$1.09B +$7.2M +92,592 +0.6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1B +$81.4M +1,046,940 +8%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$998M -$280K -3,600 -0%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$982M +$28.7M +368,526 +3%
RWP
17
RWA Wealth Partners
Massachusetts
$960M -$19.8M -253,998 -2%
Mariner
18
Mariner
Kansas
$829M +$30.7M +395,010 +4%
JP Morgan Chase
19
JP Morgan Chase
New York
$818M +$72.1M +927,390 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$792M -$47.4M -609,102 -5%
DADC
21
D.A. Davidson & Co
Montana
$791M +$17.7M +227,040 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$776M +$11.4M +145,950 +1%
HighTower Advisors
23
HighTower Advisors
Illinois
$694M +$5.78M +74,352 +0.8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$692M -$30.9M -397,554 -4%
SEI Investments
25
SEI Investments
Pennsylvania
$643M +$7.29M +93,678 +1%

VUG Hedge Fund Activity: Q1 2026 in Review

2,733 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q1 2026, worth a combined $116B — down 11% from $131B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of VUG and 132 opened new positions — a net loss of 24 holders — while 967 trimmed existing stakes and 1,188 added.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $3.32B. The largest seller was TIAA Trust, National Association, cutting an estimated $1.62B.

  • 2,733 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2026, down from 2,812 in Q4 2025.
  • Funds reported $116B of Vanguard Morningstar Growth ETF stock for Q1 2026, down 11% quarter-over-quarter.
  • 132 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2026 and 156 closed out, a net change of -24 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q1 2026 was Moneta Group Investment Advisors, an estimated $3.32B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $1.62B sold.

Based on aggregated 13F filings for Q1 2026.