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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
KIA
526
KCM Investment Advisors
California
$3.08M +$20.3K +504 +0.6%
WAM
527
Weinberger Asset Management
California
$3.08M +$481K +11,964 +16%
SFP
528
Strategic Financial Partners
Oregon
$3.08M -$118K -2,940 -3%
Lido Advisors
529
Lido Advisors
California
$3.07M +$241K +6,006 +8%
TWP
530
Transparent Wealth Partners
Arkansas
$3.06M -$170K -4,230 -5%
DP
531
Denver PWM
Colorado
$3.02M +$86.6K +2,154 +3%
Susquehanna International Group
532
Susquehanna International Group
Pennsylvania
$3.02M -$29.4M -731,580 -90%
DCM
533
Donaldson Capital Management
Indiana
$2.99M -$63.9K -1,590 -2%
SW
534
SVB Wealth
Massachusetts
$2.98M +$497K +12,366 +17%
VWA
535
Visionary Wealth Advisors
Illinois
$2.97M -$701K -17,430 -17%
COCM
536
Charter Oak Capital Management
New Hampshire
$2.97M +$391K +9,720 +13%
CK
537
Cohen Klingenstein
New York
$2.96M +$20.5K +510 +0.6%
DSA
538
Droms Strauss Advisors
Missouri
$2.96M +$129K +3,204 +4%
LIM
539
Leavell Investment Management
Alabama
$2.95M -$132K -3,288 -4%
NG
540
Northstar Group
New York
$2.93M +$265K +6,600 +9%
OPCM
541
Osborne Partners Capital Management
California
$2.93M -$60.3K -1,500 -2%
BC
542
Barrett & Company
Rhode Island
$2.93M +$3.31M +82,380 New
DWM
543
Dakota Wealth Management
Florida
$2.92M -$84.9K -2,112 -3%
BBNB
544
Baker Boyer National Bank
Washington
$2.9M
GWMIA
545
Global Wealth Management Investment Advisory
Florida
$2.9M +$48.5K +1,206 +2%
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$2.86M +$1.18M +29,328 +58%
TWC
547
TD Waterhouse Canada
Ontario, Canada
$2.83M -$774K -19,248 -24%
FAM
548
Frontier Asset Management
Wyoming
$2.83M +$980K +24,390 +44%
CRC
549
Curi RMB Capital
Illinois
$2.83M
TCA
550
Transcend Capital Advisors
New Jersey
$2.83M +$965 +24 +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.