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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
FWM
601
FSA Wealth Management
Massachusetts
$2.29M +$2.58M +64,092 New
EWM
602
Evercore Wealth Management
New York
$2.28M +$121K +3,006 +5%
LWM
603
Ledge Wealth Management
Minnesota
$2.28M +$2.33M +57,846 +955%
DAS
604
Dynamic Advisor Solutions
Arizona
$2.28M -$428K -10,638 -14%
FIA
605
Foundations Investment Advisors
Arizona
$2.27M +$39.6K +984 +2%
TGAM
606
TBH Global Asset Management
Tennessee
$2.27M -$208K -5,166 -8%
JSL
607
JT Stratford LLC
Georgia
$2.27M -$56.4K -1,404 -2%
WS
608
Wedbush Securities
California
$2.27M +$93.8K +2,334 +4%
UBV
609
United Bank (Virginia)
Virginia
$2.26M
ST
610
Smithfield Trust
Pennsylvania
$2.26M +$38.6K +960 +2%
NF
611
Norwood Financial
Pennsylvania
$2.25M -$2.41K -60 -0.1%
TWM
612
Tradition Wealth Management
Minnesota
$2.23M -$153K -3,798 -6%
KeyBank National Association
613
KeyBank National Association
Ohio
$2.23M -$40.5K -1,008 -2%
FFN
614
Focus Financial Network
Minnesota
$2.22M +$9.89K +246 +0.4%
SBH
615
Segall Bryant & Hamill
Illinois
$2.22M -$157K -3,912 -6%
MWM
616
MTC Wealth Management
Florida
$2.21M -$195K -4,848 -7%
RW
617
RVW Wealth
California
$2.2M -$145K -3,600 -6%
HCM
618
Hengehold Capital Management
Ohio
$2.19M +$1.43M +35,460 +137%
AF
619
Apexium Financial
Texas
$2.18M +$1.5M +37,236 +158%
API
620
Advisor Partners II
California
$2.18M +$2.46M +61,194 New
SB
621
Strategic Blueprint
Georgia
$2.14M +$115K +2,862 +5%
HFRG
622
Houlihan Financial Resource Group
Virginia
$2.14M +$2.36M +58,746 New
SC
623
Savant Capital
Illinois
$2.1M +$299K +7,446 +14%
AAM
624
Aureus Asset Management
Massachusetts
$2.1M
NCM
625
NCM Capital Management
New Jersey
$2.09M +$287K +7,146 +14%

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.