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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
GLA
626
Great Lakes Advisors
Illinois
$2.08M +$110K +2,742 +5%
AWM
627
Accurate Wealth Management
Florida
$2.07M +$918K +22,848 +84%
DAM
628
Derbend Asset Management
Georgia
$2.07M +$2.34M +58,176 New
RIL
629
Rothschild Investment LLC
Illinois
$2.07M +$90.9K +2,262 +4%
FA
630
Fountainhead AM
New Jersey
$2.07M +$1.71M +42,516 +273%
SWM
631
SigFig Wealth Management
California
$2.06M +$74.8K +1,860 +5%
RWI
632
Red Wave Investments
Pennsylvania
$2.06M -$20.7K -516 -0.9%
CFA
633
Cahill Financial Advisors
Minnesota
$2.06M +$202K +5,016 +10%
PFBT
634
Parkside Financial Bank & Trust
Missouri
$2.06M -$3.38K -84 -0.1%
CS
635
Credit Suisse
Switzerland
$2.05M -$56.2K -1,398 -2%
DTC
636
Davidson Trust Company
Washington
$2.05M -$16.2K -402 -0.7%
BWM
637
Baystate Wealth Management
Massachusetts
$2.05M -$58.8K -1,464 -2%
MWM
638
Maripau Wealth Management
Indiana
$2.04M +$386K +9,612 +21%
GT
639
Greenleaf Trust
Michigan
$2.04M
WCA
640
Waypoint Capital Advisors
Minnesota
$2.01M +$1.95M +48,552 +616%
JFA
641
JNBA Financial Advisors
Minnesota
$2.01M +$484K +12,042 +27%
MAG
642
Mayfair Advisory Group
Alabama
$2M +$80.1K +1,992 +4%
NS
643
Newman & Schimel
Illinois
$1.99M +$457K +11,364 +26%
OWA
644
Outlook Wealth Advisors
Texas
$1.98M +$395K +9,834 +22%
FNBOO
645
First National Bank of Omaha
Nebraska
$1.97M -$49.4K -1,230 -2%
RMCM
646
Reynders McVeigh Capital Management
Massachusetts
$1.97M +$339K +8,436 +18%
SFO
647
Stokes Family Office
Louisiana
$1.95M +$19.3K +480 +0.9%
GP
648
Girard Partners
Pennsylvania
$1.93M -$113K -2,814 -5%
C
649
Certuity
Florida
$1.91M -$150K -3,738 -7%
HPWM
650
Highland Private Wealth Management
Washington
$1.91M +$1.56M +38,778 +265%

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.