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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
Wealthfront Advisers
426
Wealthfront Advisers
California
$5.05M +$1.16M +28,842 +26%
SFA
427
Semmax Financial Advisors
North Carolina
$5.04M -$2.13M -53,112 -27%
WEG
428
World Equity Group
Illinois
$5.02M +$130K +3,240 +2%
RBC
429
Romano Brothers & Co
Illinois
$5.01M +$5.65M +140,646 New
F
430
F3Logic
Minnesota
$5M +$3.61M +89,778 +179%
VC
431
Vicus Capital
Pennsylvania
$4.96M +$431K +10,734 +8%
DB
432
Dravo Bay
Delaware
$4.91M +$156K +3,876 +3%
MCA
433
MSH Capital Advisors
Arizona
$4.9M +$84.4K +2,100 +2%
ACM
434
Advisors Capital Management
New Jersey
$4.89M +$3.89M +96,732 +299%
CPA
435
Capital Planning Advisors
California
$4.86M -$273K -6,780 -5%
WFA
436
Wells Financial Advisors
Massachusetts
$4.86M -$574K -14,274 -9%
LWANC
437
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.84M +$44.6K +1,110 +0.8%
KF
438
Krilogy Financial
Missouri
$4.83M +$294K +7,326 +6%
TFCP
439
Twin Focus Capital Partners
Massachusetts
$4.81M +$139K +3,456 +3%
DI
440
Disciplined Investments
Oklahoma
$4.79M +$933K +23,208 +21%
NRI
441
NFP Retirement Inc
California
$4.79M -$297K -7,386 -5%
M&T Bank
442
M&T Bank
New York
$4.77M +$662K +16,482 +14%
BST
443
Bath Savings Trust
Maine
$4.75M +$86.1K +2,142 +2%
WRTC
444
Wind River Trust Company
Wyoming
$4.74M -$5.01M -124,536 -48%
MCWS
445
McKinley Carter Wealth Services
West Virginia
$4.71M -$172K -4,278 -3%
OBWG
446
Onyx Bridge Wealth Group
New York
$4.64M +$1.58M +39,378 +42%
EA
447
Emerald Advisors
Washington
$4.63M +$211K +5,244 +4%
CAL
448
Capital Analysts LLC
Pennsylvania
$4.59M +$1.72M +42,822 +50%
KCM
449
Kathmere Capital Management
Pennsylvania
$4.58M -$128K -3,174 -2%
BIP
450
Blueprint Investment Partners
North Carolina
$4.58M +$249K +6,192 +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.