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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
Winslow Capital Management
476
Winslow Capital Management
Minnesota
$3.95M +$3.56M +88,674 +400%
SPA
477
Sentinel Pension Advisors
Massachusetts
$3.9M +$435K +10,812 +11%
IF
478
Intrua Financial
Texas
$3.89M -$646K -16,062 -13%
CANC
479
Culbertson A N & Co
Virginia
$3.85M -$80.3K -1,998 -2%
Prudential Financial
480
Prudential Financial
New Jersey
$3.83M +$338K +8,412 +9%
EFG
481
Everhart Financial Group
Ohio
$3.81M +$138K +3,432 +3%
AFM
482
Abbot Financial Management
Massachusetts
$3.81M -$5.79K -144 -0.1%
BJL
483
Brighton Jones LLC
Washington
$3.81M +$205K +5,088 +5%
WSTAM
484
Wilbanks Smith & Thomas Asset Management
Virginia
$3.8M +$1.34M +33,330 +46%
AWA
485
Arkadios Wealth Advisors
Georgia
$3.76M +$1.15M +28,614 +37%
CF
486
Centaurus Financial
California
$3.71M +$1.97M +49,002 +89%
IPW
487
Intergy Private Wealth
Colorado
$3.7M +$586K +14,586 +16%
CFD
488
Creative Financial Designs
Indiana
$3.69M +$233K +5,802 +6%
RIA
489
Realta Investment Advisors
Delaware
$3.67M +$330K +8,208 +9%
V
490
Veritable
Delaware
$3.65M +$389K +9,672 +10%
IIA
491
Integral Investment Advisors
California
$3.64M +$77.7K +1,932 +2%
HSG
492
Helen Stephens Group
Texas
$3.63M +$2.53M +63,060 +163%
SSI
493
Scott & Selber Inc
Texas
$3.62M +$7.48K +186 +0.2%
MAP
494
Milestone Advisory Partners
North Carolina
$3.62M +$339K +8,442 +9%
LHEI
495
Leo H. Evart Inc
California
$3.6M -$277K -6,894 -6%
KL
496
KWMG LLC
Kansas
$3.55M -$269K -6,696 -6%
IWP
497
IAG Wealth Partners
Wisconsin
$3.5M +$3.87M +96,396 +5,068%
KOC
498
Koss-Olinger Consulting
Florida
$3.46M
IFWM
499
Institute for Wealth Management
Colorado
$3.44M -$133K -3,300 -3%
IA
500
Insight Advisors
Pennsylvania
$3.44M +$28K +696 +0.7%

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.