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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
IAIM
301
International Assets Investment Management
Florida
$9.42M +$3.31M +82,380 +29%
AF
302
Advisornet Financial
Minnesota
$9.36M -$48.7K -1,212 -0.5%
MA
303
Mutual Advisors
Nebraska
$9.14M +$3.18M +79,122 +45%
CSPIA
304
Cary Street Partners Investment Advisory
Virginia
$9.11M +$2.07M +51,534 +25%
AWA
305
Arete Wealth Advisors
Illinois
$9.03M -$18M -448,254 -64%
PA
306
Planning Alternatives
Michigan
$8.99M -$107K -2,670 -1%
TC
307
Tenret Company
Florida
$8.97M +$1.76M +43,866 +21%
LCWP
308
Legacy Capital Wealth Partners
Arkansas
$8.83M +$1.49M +36,984 +18%
CFGS
309
Concourse Financial Group Securities
Alabama
$8.82M +$69.5K +1,728 +0.7%
LFWA
310
LBJ Family Wealth Advisors
Texas
$8.8M +$16.3M +405,084 +8,667%
FA
311
FC Advisory
Pennsylvania
$8.75M +$236K +5,868 +2%
REMPR
312
Roof Eidam Maycock Peralta (REMP)
California
$8.75M +$326K +8,118 +3%
HFG
313
Heron Financial Group
New York
$8.56M +$902K +22,452 +10%
MA
314
MUFG Americas
New York
$8.49M -$477K -11,856 -5%
MCM
315
MAI Capital Management
Ohio
$8.37M +$4.77M +118,710 +102%
FCG
316
Financial Connections Group
California
$8.35M -$565K -14,058 -6%
GWM
317
Gray Wealth Management
Maine
$8.28M +$8.44K +210 +0.1%
SWA
318
Safir Wealth Advisors
New Hampshire
$8.28M +$74.5K +1,854 +0.8%
JWCA
319
J.W. Cole Advisors
Florida
$8.24M -$453K -11,274 -5%
PP
320
Prosperity Planning
Missouri
$8.24M +$1.71M +42,420 +22%
EWA
321
EverSource Wealth Advisors
Alabama
$8.2M +$5.14M +127,866 +125%
EC
322
Estate Counselors
Wisconsin
$8.18M -$1.3M -32,370 -12%
MA
323
MONECO Advisors
Connecticut
$8.17M -$219K -5,460 -2%
KCM
324
Kennicott Capital Management
California
$8.16M -$1.12M -27,798 -11%
RA
325
Rodgers & Associates
Pennsylvania
$8.05M -$902K -22,446 -9%

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.