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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
WGCA
401
Wolf Group Capital Advisors
Virginia
$5.54M -$169K -4,200 -3%
CFSG
402
Clark Financial Services Group
Missouri
$5.53M +$6.23M +155,028 New
WWM
403
Western Wealth Management
Colorado
$5.52M -$246K -6,114 -4%
WFAG
404
Wescott Financial Advisory Group
Pennsylvania
$5.46M -$14K -348 -0.2%
WCM
405
Windham Capital Management
Massachusetts
$5.46M +$190K +4,734 +3%
HA
406
Hofer & Associates
California
$5.44M +$66.8K +1,662 +1%
MC
407
Mathes Company
New York
$5.43M
CI
408
CX Institutional
Indiana
$5.4M -$177K -4,398 -3%
EFL
409
ERn Financial LLC
Wisconsin
$5.38M -$168K -4,170 -3%
GA
410
GoalVest Advisory
New York
$5.36M +$905K +22,506 +18%
HCP
411
Hexagon Capital Partners
Arkansas
$5.34M -$38.3K -954 -0.6%
TFA
412
TPG Financial Advisors
Oregon
$5.33M -$2.17M -53,868 -26%
MAM
413
Meeder Asset Management
Ohio
$5.32M -$753K -18,738 -11%
AHC
414
Anderson Hoagland & Co
Missouri
$5.29M -$225K -5,598 -4%
MFGP
415
Marshall Financial Group (Pennsylvania)
Pennsylvania
$5.26M +$1.3M +32,394 +28%
SB
416
Simmons Bank
Arkansas
$5.25M -$86.6K -2,154 -1%
BSW
417
Buckingham Strategic Wealth
Missouri
$5.22M +$305K +7,578 +5%
HIA
418
Harbor Investment Advisory
Maryland
$5.21M +$471K +11,724 +9%
GCP
419
Gill Capital Partners
Colorado
$5.21M +$1.48M +36,930 +34%
CFG
420
Citizens Financial Group
Rhode Island
$5.2M +$129K +3,204 +2%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$5.19M +$5.85M +145,458 New
AWM
422
Aries Wealth Management
Maine
$5.18M +$84.4K +2,100 +2%
AA
423
Addison Advisors
Vermont
$5.18M +$1.04M +25,998 +22%
TWM
424
Thrive Wealth Management
Pennsylvania
$5.12M +$1.1M +27,432 +24%
FAG
425
Financial Advisory Group
Texas
$5.11M +$241 +6 +0%

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.