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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
AWM
501
Angeles Wealth Management
California
$3.44M -$1M -24,930 -21%
RJT
502
Raymond James Trust
Florida
$3.43M +$20.3K +504 +0.5%
SWM
503
Spire Wealth Management
Virginia
$3.41M -$388K -9,642 -9%
KSWA
504
Kathleen S. Wright Associates
Pennsylvania
$3.41M +$560K +13,944 +17%
AFP
505
Ausdal Financial Partners
Iowa
$3.41M -$12.3K -306 -0.3%
JIC
506
Johnson Investment Counsel
Ohio
$3.37M +$446K +11,106 +13%
PBF
507
Petix & Botte Financial
California
$3.31M -$54.5K -1,356 -1%
1WM
508
1900 Wealth Management
Texas
$3.3M +$73.6K +1,830 +2%
B
509
Bridgeworth
Alabama
$3.3M -$12.5K -312 -0.3%
PAS
510
Park Avenue Securities
New York
$3.29M -$1.4M -34,872 -27%
CPA
511
Cardiff Park Advisors
California
$3.28M -$98.4K -2,448 -3%
CFA
512
CWS Financial Advisors
Michigan
$3.27M +$398K +9,906 +12%
GHA
513
GW Henssler & Associates
Georgia
$3.26M +$121K +3,000 +3%
PMFA
514
Plante Moran Financial Advisors
Michigan
$3.26M +$1.46M +36,348 +66%
WJA
515
Willis Johnson & Associates
Texas
$3.23M -$1.39M -34,542 -28%
EA
516
Eclectic Associates
California
$3.22M +$205K +5,112 +6%
BFG
517
Beacon Financial Group
Texas
$3.2M -$10.6K -264 -0.3%
WAS
518
WESPAC Advisors SoCal
California
$3.2M -$19.8K -492 -0.6%
CA
519
CGN Advisors
Kansas
$3.19M +$181K +4,500 +5%
SIG
520
Spinnaker Investment Group
California
$3.18M -$946K -23,544 -21%
CWA
521
Clarus Wealth Advisors
Arizona
$3.16M -$72.8K -1,812 -2%
GWM
522
Geneos Wealth Management
Colorado
$3.16M -$509K -12,666 -13%
DWT
523
Dorsey & Whitney Trust
South Dakota
$3.14M +$625K +15,540 +21%
WFM
524
Wolff Financial Management
Michigan
$3.1M +$425K +10,584 +14%
AO
525
Advisor OS
Illinois
$3.09M +$3.22M +80,064 +1,198%

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.