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Vanguard Morningstar Growth ETF

1,554 hedge funds and large institutions have $41.4B invested in Vanguard Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 712 increasing their positions, 489 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $40M | Put options by funds: $11M

46% more repeat investments, than reductions

Existing positions increased: 712 | Existing positions reduced: 489

32.54% more ownership

Funds ownership: 381.31%413.84% (+33%)

2% more funds holding in top 10

Funds holding in top 10: 242247 (+5)

2% less capital invested

Capital invested by funds: $42.5B → $41.4B (-$1.06B)

2% less funds holding

Funds holding: 1,5861,554 (-32)

13% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 90

Holders
1,554
Holders Change
-32
Holders Change %
-2.02%
% of All Funds
26.77%
Holding in Top 10
247
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.07%
% of All Funds
4.25%
New
78
Increased
712
Reduced
489
Closed
90
Calls
$40M
Puts
$11M
Net Calls
+$29M
Net Calls Change
+$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$14M -$266K -6,612 -2%
FH
227
FWG Holdings
Florida
$13.9M +$6.79M +168,966 +76%
EIP
228
Ellis Investment Partners
Pennsylvania
$13.8M +$906K +22,542 +6%
ES
229
Eagle Strategies
New York
$13.7M +$1.51M +37,620 +11%
VC
230
Veery Capital
Delaware
$13.7M +$465K +11,574 +3%
RPWA
231
Regent Peak Wealth Advisors
Georgia
$13.6M -$11.6K -288 -0.1%
RA
232
Rise Advisors
New York
$13.6M +$12.9M +320,802 +531%
Two Sigma Advisers
233
Two Sigma Advisers
New York
$13.5M -$4.34M -108,000 -22%
RSWM
234
Robertson Stephens Wealth Management
California
$13.4M -$2.96M -73,560 -16%
AAP
235
Arax Advisory Partners
Colorado
$13.3M +$171K +4,254 +1%
APC
236
Aspire Private Capital
North Carolina
$13.2M -$274K -6,828 -2%
GC
237
Gratus Capital
Georgia
$13.2M -$1.12M -27,744 -7%
WF
238
Warner Financial
Maryland
$13.2M +$947K +23,550 +7%
CA
239
CoreCap Advisors
Michigan
$13.2M -$1.99M -49,500 -12%
CCA
240
Checchi Capital Advisers
California
$13.1M +$14.4M +359,274 +3,976%
TDWM
241
Topel & Distasi Wealth Management
California
$13.1M +$119K +2,964 +0.9%
SFI
242
SPC Financial Inc
Maryland
$12.9M +$14.2M +353,028 +3,616%
PWMG
243
Prestige Wealth Management Group
New Jersey
$12.8M +$150K +3,720 +1%
CFS
244
Cannon Financial Strategists
Georgia
$12.7M +$2M +49,746 +16%
CB
245
Commerce Bank
Missouri
$12.5M +$1.89M +46,920 +15%
EHC
246
Everett Harris & Co
California
$12.3M -$59.6K -1,482 -0.4%
GRP
247
Global Retirement Partners
California
$12.2M +$787K +19,572 +6%
SFM
248
Signet Financial Management
New Jersey
$12M -$125K -3,120 -0.9%
CSPAM
249
Cary Street Partners Asset Management
Virginia
$11.9M -$512K -12,732 -4%
MIAN
250
Mariner Independent Advisor Network
Kansas
$11.9M -$1.21K -30 -0%

VUG Hedge Fund Activity: Q3 2022 in Review

1,554 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2022, worth a combined $41.4B — down 2.5% from $42.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of VUG and 78 opened new positions — a net loss of 12 holders — while 489 trimmed existing stakes and 712 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $4.38B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $179M sold.

  • 1,554 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2022, down from 1,586 in Q2 2022.
  • Funds reported $41.4B of Vanguard Morningstar Growth ETF stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 78 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2022 and 90 closed out, a net change of -12 holders.
  • The largest Vanguard Morningstar Growth ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $4.38B added.
  • The largest Vanguard Morningstar Growth ETF seller in Q3 2022 was CBIZ Investment Advisory Services, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2022.