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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
Citadel Advisors
251
Citadel Advisors
Florida
$11.8M +$10.6M +263,298 +384%
Comerica Bank
252
Comerica Bank
Texas
$11.8M +$2.84M +70,686 +28%
SC
253
Scotia Capital
Ontario, Canada
$11.8M +$1.59M +39,648 +14%
Loomis, Sayles & Company
254
Loomis, Sayles & Company
Massachusetts
$11.6M -$7.51M -186,744 -36%
CA
255
Cetera Advisors
Colorado
$11.5M +$284K +7,062 +2%
BFA
256
Bragg Financial Advisors
North Carolina
$11.5M +$727K +18,084 +6%
HWA
257
Heartwood Wealth Advisors
Virginia
$11.5M +$40.8K +1,014 +0.3%
FPF
258
First Pacific Financial
Washington
$11.4M +$435K +10,818 +3%
HWM
259
HB Wealth Management
Georgia
$11.4M +$1.05M +26,130 +9%
IWA
260
IVC Wealth Advisors
Pennsylvania
$11.3M -$55.5K -1,380 -0.4%
BAM
261
Belpointe Asset Management
Nevada
$11.3M +$148K +3,672 +1%
SFP
262
Sandbox Financial Partners
Maryland
$11.3M +$269K +6,690 +2%
MMA
263
Miracle Mile Advisors
California
$11.2M -$537K -13,368 -4%
E
264
ETFidea
New York
$11.1M -$21.9K -546 -0.2%
MBTD
265
Mechanics Bank - Trust Department
California
$11.1M
LNC
266
Lincoln National Corp
Pennsylvania
$11.1M +$789K +19,626 +7%
Brown Advisory
267
Brown Advisory
Maryland
$11M +$2.21M +54,912 +22%
CWM
268
Cranbrook Wealth Management
Michigan
$10.9M -$382K -9,498 -3%
MSA
269
Marino Stram & Associates
Massachusetts
$10.9M +$624K +15,528 +5%
OWA
270
Octavia Wealth Advisors
Ohio
$10.9M +$729K +18,132 +6%
SL
271
Salomon & Ludwin
Virginia
$10.8M +$63.4K +1,578 +0.5%
OC
272
Oppenheimer & Co
New York
$10.8M +$1.12M +27,894 +10%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$10.7M -$2.34M -58,194 -16%
MSA
274
McAlister Sweet & Associates
Texas
$10.7M +$1.6M +39,708 +15%
CWA
275
Canvas Wealth Advisors
Kansas
$10.6M +$595K +14,814 +5%

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.