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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
AC
551
ASB Consultores
Florida
$2.82M -$8.09M -201,150 -72%
BRG
552
Bay Rivers Group
Virginia
$2.82M -$4.34K -108 -0.1%
SFPM
553
Sensible Financial Planning & Management
Massachusetts
$2.82M -$16.9K -420 -0.5%
SFS
554
Security Financial Services
Indiana
$2.81M +$173K +4,314 +6%
FI
555
Financial Insights
Washington
$2.8M +$2.77M +68,886 +718%
CA
556
Calton & Associates
Florida
$2.78M -$67K -1,668 -2%
MWM
557
Meridian Wealth Management
Kentucky
$2.78M -$812K -20,202 -21%
CIC
558
Carnegie Investment Counsel
Ohio
$2.76M +$524K +13,032 +20%
SPC
559
Sigma Planning Corp
Michigan
$2.75M -$132K -3,294 -4%
FPCG
560
Forum Private Client Group
Indiana
$2.75M -$92.4K -2,298 -3%
NPF
561
Norris Perne & French
Michigan
$2.73M +$6.27K +156 +0.2%
LWM
562
Laidlaw Wealth Management
New York
$2.67M -$22.9K -570 -0.8%
SEP
563
Southland Equity Partners
Missouri
$2.67M -$2.17K -54 -0.1%
EDRIA
564
Edmonds Duncan Registered Investment Advisors
Kansas
$2.66M +$238K +5,928 +9%
SAMC
565
Spectrum Asset Management (California)
California
$2.65M +$1.93K +48 +0.1%
TVWM
566
Tower View Wealth Management
Wisconsin
$2.64M +$13.5K +336 +0.5%
AIM
567
Allen Investment Management
New York
$2.64M -$18.2M -453,408 -86%
PCA
568
Personal Capital Advisors
California
$2.62M +$103K +2,574 +4%
SMC
569
Smith, Moore & Co
Missouri
$2.61M +$419K +10,422 +17%
IFG
570
Independent Financial Group
California
$2.61M +$933K +23,220 +47%
AAMC
571
Asset Allocation & Management Company
Illinois
$2.61M
SLT
572
St Louis Trust
Missouri
$2.6M -$9.2M -228,810 -79%
GCA
573
Gradient Capital Advisors
California
$2.59M +$49.4K +1,230 +2%
KFGK
574
Keystone Financial Group (Kentucky)
Kentucky
$2.57M -$39.1K -972 -1%
PD
575
Planning Directions
Pennsylvania
$2.56M +$164K +4,080 +6%

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.