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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
Mariner
26
Mariner
Kansas
$221M +$12.9M +319,722 +5%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$220M +$15M +372,492 +6%
CL
28
Choreo LLC
Illinois
$203M +$5.91M +147,006 +3%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$203M -$13.7M -341,574 -6%
HighTower Advisors
30
HighTower Advisors
Illinois
$197M +$12.9M +322,074 +6%
Truist Financial
31
Truist Financial
North Carolina
$195M +$7.1M +176,718 +3%
EH
32
Equitable Holdings
New York
$190M +$11.9M +297,240 +6%
MFG
33
Merit Financial Group
Georgia
$187M -$49.9M -1,240,428 -19%
MWM
34
Mission Wealth Management
California
$173M +$13.8M +342,468 +8%
RJA
35
Raymond James & Associates
Florida
$165M +$2.3M +57,228 +1%
NFC
36
Northeast Financial Consultants
Connecticut
$156M +$1.99M +49,428 +1%
MWM
37
Modera Wealth Management
New Jersey
$141M -$532K -13,236 -0.3%
MML Investors Services
38
MML Investors Services
Massachusetts
$136M +$942K +23,442 +0.6%
MG
39
Mather Group
Illinois
$128M +$1.41M +35,118 +1%
AssetMark Inc
40
AssetMark Inc
California
$124M -$13.9M -344,802 -9%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$123M +$22.5M +559,836 +19%
SEIA
42
Signature Estate & Investment Advisors
California
$121M +$220K +5,484 +0.2%
AWM
43
AE Wealth Management
Kansas
$121M +$4.88M +121,422 +4%
Stifel Financial
44
Stifel Financial
Missouri
$120M +$2.46M +61,194 +2%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$117M +$944K +23,478 +0.7%
WHG
46
Westwood Holdings Group
Texas
$115M +$25.8M +642,642 +25%
TI
47
Truepoint Inc
Ohio
$106M +$5.8M +144,288 +5%
GC
48
Garde Capital
Washington
$105M +$2M +49,674 +2%
WA
49
Waverly Advisors
Alabama
$102M +$978K +24,324 +0.9%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.1M -$106M -2,628,132 -96%

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.