We are live on ! Find out more
VUG icon

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
OIA
576
OneDigital Investment Advisors
Kansas
$2.56M +$159K +3,954 +6%
SWA
577
SOA Wealth Advisors
New York
$2.55M -$30.1K -750 -1%
GA
578
GFS Advisors
Texas
$2.54M -$8.44K -210 -0.3%
CIAS
579
CFS Investment Advisory Services
New Jersey
$2.53M +$4.38B +108,934,368 +21,145%
TA
580
Tiedemann Advisors
New York
$2.5M
BWM
581
Birchcreek Wealth Management
Ohio
$2.5M +$315K +7,848 +13%
AL
582
Aspiriant LLC
California
$2.49M -$9.89K -246 -0.4%
MA
583
MAS Advisors
Florida
$2.49M -$582K -14,478 -17%
CAG
584
Csenge Advisory Group
Florida
$2.47M -$120K -2,988 -4%
BMCM
585
Bryn Mawr Capital Management
Pennsylvania
$2.47M -$21.9K -546 -0.8%
AIA
586
Arcadia Investment Advisors
Idaho
$2.44M -$237K -5,898 -8%
AAS
587
Annex Advisory Services
Wisconsin
$2.42M +$975K +24,246 +56%
LFA
588
Laraway Financial Advisors
Minnesota
$2.39M +$65.1K +1,620 +2%
HWA
589
Hillcrest Wealth Advisors
New Jersey
$2.39M
FC
590
Family CFO
California
$2.38M
GWSG
591
GPS Wealth Strategies Group
Colorado
$2.37M +$28.2K +702 +1%
VCA
592
Verdence Capital Advisors
Maryland
$2.36M +$46.1K +1,146 +2%
DWM
593
Doyle Wealth Management
Florida
$2.35M +$161K +4,014 +6%
SCM
594
SOL Capital Management
Maryland
$2.34M +$80.8K +2,010 +3%
PIA
595
Perennial Investment Advisors
California
$2.34M +$1.62M +40,248 +159%
WT
596
Whittier Trust
California
$2.33M +$39.3K +978 +2%
OCPWS
597
One Charles Private Wealth Services
Massachusetts
$2.32M +$17.6K +438 +0.7%
EFS
598
Essex Financial Services
Connecticut
$2.31M -$13.7K -342 -0.5%
BC
599
Burney Company
Virginia
$2.29M -$724 -18 -0%
DY
600
Dowling & Yahnke
California
$2.29M +$17.4K +432 +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.