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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
PFS
376
Prospera Financial Services
Texas
$6.26M +$4.39M +109,188 +165%
SG
377
StoneX Group
New York
$6.24M +$477K +11,862 +7%
CAL
378
Capital Advisors Ltd
Ohio
$6.24M -$7.24K -180 -0.1%
HFW
379
Horizon Family Wealth
Illinois
$6.2M +$38.8K +966 +0.6%
CCA
380
Clearwater Capital Advisors
Illinois
$6.17M +$78.9K +1,962 +1%
NEWAS
381
N.E.W. Advisory Services
Wisconsin
$6.11M +$415K +10,320 +6%
D
382
Dentgroup
Louisiana
$6.06M +$111K +2,772 +2%
DI
383
DAGCO Inc
Ohio
$6.05M +$207K +5,160 +3%
CL
384
CPWM LLC
Washington
$6.04M +$623K +15,504 +10%
HSWM
385
Hubbell Strickland Wealth Management
Louisiana
$5.93M +$4.34K +108 +0.1%
LFP
386
Leeward Financial Partners
Washington
$5.92M +$9.16K +228 +0.1%
LIG
387
Lokken Investment Group
Delaware
$5.88M +$101K +2,508 +2%
CSWM
388
Cassady Schiller Wealth Management
Ohio
$5.84M -$1.23M -30,654 -16%
KIM
389
Karpus Investment Management
New York
$5.75M -$20.5K -510 -0.3%
IAA
390
Ironsides Asset Advisors
North Carolina
$5.66M +$3.62K +90 +0.1%
MW
391
Marcum Wealth
Ohio
$5.66M -$394K -9,792 -6%
LWP
392
Lumature Wealth Partners
Georgia
$5.63M +$5.55K +138 +0.1%
BFG
393
Berger Financial Group
Minnesota
$5.62M +$158K +3,942 +3%
TWA
394
Tillar-Wenstrup Advisors
Ohio
$5.62M +$311K +7,734 +5%
IWM
395
IHT Wealth Management
Illinois
$5.61M +$1.02M +25,422 +19%
FC
396
Fusion Capital
South Carolina
$5.59M -$20.7K -516 -0.3%
VBWMG
397
Von Berge Wealth Management Group
California
$5.58M -$74.8K -1,860 -1%
FUBT
398
First United Bank & Trust
Maryland
$5.58M +$157K +3,900 +3%
SWM
399
Segment Wealth Management
Texas
$5.56M -$1.21K -30 -0%
LC
400
Lindbrook Capital
California
$5.56M +$32.1K +798 +0.5%

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.