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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
VLC
351
Van Leeuwen & Company
New Jersey
$7.11M +$8.01M +199,266 New
NFP
352
NorthLanding Financial Partners
New York
$7.1M +$8.01M +199,206 New
UB
353
UMB Bank
Missouri
$7.03M -$925K -23,004 -10%
IAG
354
Investment Advisory Group
Massachusetts
$7.03M +$836K +20,802 +12%
MA
355
MCF Advisors
Kentucky
$6.97M +$46.8K +1,164 +0.6%
BWCS
356
Beirne Wealth Consulting Services
Connecticut
$6.94M +$7.82M +194,598 New
CWM
357
Cornerstone Wealth Management
Missouri
$6.92M +$57.6K +1,434 +0.7%
C
358
CEDRUS
Colorado
$6.92M +$518K +12,882 +7%
FLA
359
Financial Life Advisors
Texas
$6.86M -$965K -24,018 -11%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$6.85M +$21.2K +528 +0.3%
MPW
361
MA Private Wealth
California
$6.84M -$8.92K -222 -0.1%
OCM
362
One Capital Management
California
$6.72M +$993K +24,702 +15%
LRIA
363
Leonard Rickey Investment Advisors
Washington
$6.7M -$234K -5,814 -3%
BCMLT
364
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.64M -$413K -10,272 -5%
GIA
365
Gladstone Institutional Advisory
Florida
$6.62M +$2.94M +73,062 +65%
GAM
366
Gemmer Asset Management
California
$6.54M +$45.1K +1,122 +0.6%
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$6.52M +$223K +5,538 +3%
AAS
368
Ameritas Advisory Services
Nebraska
$6.5M +$879K +21,870 +14%
ACM
369
AlphaStar Capital Management
North Carolina
$6.46M -$2.74M -68,106 -27%
KPWS
370
Kestra Private Wealth Services
Texas
$6.43M +$611K +15,192 +9%
FFG
371
Fullen Financial Group
Ohio
$6.4M +$195K +4,848 +3%
OAJ
372
Ogorek Anthony Joseph
New York
$6.39M -$426K -10,596 -6%
WFA
373
Wellspring Financial Advisors
Ohio
$6.39M -$164K -4,092 -0.1%
DPI
374
Diversified Portfolios Inc
Michigan
$6.34M +$70.9K +1,764 +1%
HNB
375
Huntington National Bank
Ohio
$6.34M

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.