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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
BBA
326
BLB&B Advisors
Pennsylvania
$7.99M +$1.85M +45,972 +26%
SCA
327
Snowden Capital Advisors
New York
$7.99M -$90.9K -2,262 -1%
AAMA
328
Advanced Asset Management Advisors
Ohio
$7.96M +$1.69K +42 +0%
BA
329
Bristlecone Advisors
Washington
$7.95M -$302K -7,524 -3%
WP
330
WealthShield Partners
North Carolina
$7.88M +$1.34M +33,432 +18%
SF
331
Synovus Financial
Georgia
$7.88M +$1.04M +25,926 +13%
SFG
332
SNS Financial Group
Minnesota
$7.84M +$137K +3,396 +2%
NAS
333
Nicolet Advisory Services
Wisconsin
$7.78M +$66.1K +1,644 +0.8%
SHWM
334
Smith & Howard Wealth Management
Georgia
$7.67M +$1.78M +44,172 +26%
Franklin Resources
335
Franklin Resources
California
$7.66M +$3.47M +86,256 +67%
MMPW
336
Mitchell McLeod Pugh & Williams
Alabama
$7.63M +$916K +22,800 +12%
HI
337
Harbour Investments
Wisconsin
$7.61M
HWMG
338
Hurlow Wealth Management Group
Indiana
$7.58M +$31.8K +792 +0.4%
TYCC
339
Texas Yale Capital Corp
Florida
$7.52M -$200K -4,986 -2%
JFG
340
JMG Financial Group
Illinois
$7.5M +$18.3K +456 +0.2%
ASN
341
Advisory Services Network
Georgia
$7.5M +$1.9M +47,172 +29%
FCI
342
Financial Counselors Inc
Kansas
$7.43M +$624K +15,528 +8%
CS
343
Comerica Securities
Michigan
$7.41M -$170K -4,224 -2%
H
344
HoyleCohen
California
$7.38M +$2.99M +74,448 +56%
HWM
345
Howard Wealth Management
Connecticut
$7.34M +$56.2K +1,398 +0.7%
SFG
346
Sovereign Financial Group
Connecticut
$7.28M +$1.31M +32,556 +19%
MPCG
347
Matrix Private Capital Group
New York
$7.23M +$190K +4,716 +2%
BC
348
Brio Consultants
California
$7.19M +$494K +12,282 +7%
FA
349
FDx Advisors
Illinois
$7.18M -$938K -23,340 -10%
SCM
350
SCS Capital Management
Massachusetts
$7.11M -$28.2M -702,024 -78%

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.