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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
SIM
276
Stratos Investment Management
Ohio
$10.4M -$61.3K -1,524 -0.5%
FTS
277
Fifth Third Securities
Ohio
$10.4M +$424K +10,560 +4%
SWP
278
Stratos Wealth Partners
Ohio
$10.3M -$1.32M -32,766 -10%
PRWA
279
Platte River Wealth Advisors
Colorado
$10.3M +$995K +24,750 +9%
AG
280
Ascent Group
Virginia
$10.1M +$222K +5,526 +2%
TCPWM
281
Traverso Chambers Private Wealth Management
California
$10.1M +$101K +2,520 +0.9%
IWC
282
Integrated Wealth Concepts
Massachusetts
$10M -$1.94M -48,294 -15%
SAM
283
Silvercrest Asset Management
New York
$9.95M -$7.17M -178,386 -39%
Northern Trust
284
Northern Trust
Illinois
$9.93M +$135K +3,354 +1%
CFP
285
Curran Financial Partners
South Carolina
$9.89M -$577K -14,364 -5%
EWA
286
Exencial Wealth Advisors
Oklahoma
$9.87M +$184K +4,590 +2%
IA
287
IFP Advisors
Florida
$9.85M +$1.93M +47,946 +8%
5L
288
55I LLC
Massachusetts
$9.85M +$1.74M +43,296 +19%
LSPW
289
Lake Street Private Wealth
Illinois
$9.83M +$207K +5,142 +2%
RIA
290
Regal Investment Advisors
Michigan
$9.79M +$441K +10,974 +4%
BCM
291
BTC Capital Management
Iowa
$9.79M -$77.2K -1,920 -0.7%
BDF
292
Black Diamond Financial
Maryland
$9.78M +$55K +1,368 +0.5%
NOI
293
Newton One Investments
Delaware
$9.76M +$298K +7,404 +3%
DT
294
Daniels + Tansey
Delaware
$9.73M -$307K -7,632 -3%
MFG
295
Magnus Financial Group
New York
$9.72M +$5.19M +129,126 +90%
ABC
296
Associated Banc-Corp
Wisconsin
$9.72M +$1.71M +42,480 +18%
CGL
297
Clarius Group LLC
Washington
$9.7M -$23.9K -594 -0.2%
FHA
298
Flagship Harbor Advisors
Massachusetts
$9.68M +$21.5K +534 +0.2%
SWA
299
Stratos Wealth Advisors
Ohio
$9.64M +$2.01M +50,058 +23%
MCM
300
Manchester Capital Management
Vermont
$9.54M

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.