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
EI
651
Ellevest Inc
New York
$1.9M +$241 +6 +0%
RW
652
REDW Wealth
New Mexico
$1.88M -$97.2K -2,418 -4%
RWP
653
Revolve Wealth Partners
New Jersey
$1.87M +$169K +4,194 +9%
CA
654
Continuum Advisory
Idaho
$1.86M +$43.4K +1,080 +2%
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$1.85M -$339K -8,424 -14%
EWM
656
Evermay Wealth Management
Virginia
$1.84M -$6.03K -150 -0.3%
CFFP
657
Center for Financial Planning
Michigan
$1.84M
LFAS
658
Level Four Advisory Services
Texas
$1.83M +$63.9K +1,590 +3%
ACM
659
Advance Capital Management
Michigan
$1.83M +$16.4K +408 +0.8%
USCWA
660
U.S. Capital Wealth Advisors
Texas
$1.81M +$62.7K +1,560 +3%
HWM
661
Hohimer Wealth Management
Washington
$1.8M -$79.1K -1,968 -4%
MWP
662
Madison Wealth Partners
Wisconsin
$1.78M
FPB
663
First PREMIER Bank
South Dakota
$1.78M +$378K +9,402 +23%
PMG
664
ProVise Management Group
Florida
$1.76M +$212K +5,262 +12%
Wolverine Trading
665
Wolverine Trading
Illinois
$1.75M +$1.71M +42,612 +756%
KWM
666
Keebeck Wealth Management
Illinois
$1.74M
LRPA
667
L. Roy Papp & Associates
Arizona
$1.74M +$241 +6 +0%
PA
668
Parallel Advisors
California
$1.73M -$173K -4,302 -8%
3LCM
669
3D/L Capital Management
Connecticut
$1.73M -$68.3K -1,698 -3%
SFPG
670
Stonebridge Financial Planning Group
Florida
$1.73M -$22.2K -552 -1%
PCIA
671
Prime Capital Investment Advisors
Kansas
$1.73M +$55.5K +1,380 +3%
BWM
672
BCS Wealth Management
Tennessee
$1.72M
GAM
673
Grandview Asset Management
Pennsylvania
$1.71M -$30.9K -768 -2%
SSW
674
Stone Summit Wealth
Florida
$1.71M +$50.6K +1,260 +3%
ACP
675
Aveo Capital Partners
Colorado
$1.7M -$91.4K -2,274 -5%

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.