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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
HNWAG
676
High Net Worth Advisory Group
Florida
$1.7M -$10.6K -264 -0.6%
CBFP
677
Cedar Brook Financial Partners
Ohio
$1.7M -$93.1K -2,316 -5%
AA
678
Advisory Alpha
Michigan
$1.69M +$1.93K +48 +0.1%
BPFA
679
Barnes Pettey Financial Advisors
Mississippi
$1.69M -$8.2K -204 -0.4%
EWM
680
Empirical Wealth Management
Washington
$1.69M -$512K -12,750 -21%
LWM
681
Liberty Wealth Management
California
$1.68M +$150K +3,732 +9%
AWS
682
AJ Wealth Strategies
New York
$1.67M +$2.65K +66 +0.1%
OPPS
683
Obsidian Personal Planning Solutions
Maryland
$1.67M -$164K -4,080 -8%
CIA
684
Covington Investment Advisors
Pennsylvania
$1.67M +$55.7K +1,386 +3%
IAN
685
Integrated Advisors Network
Texas
$1.67M +$15.2K +378 +0.8%
SHGA
686
Sand Hill Global Advisors
California
$1.66M
PWS
687
Peterson Wealth Services
Utah
$1.66M -$23.6K -588 -1%
WIA
688
World Investment Advisors
California
$1.65M -$46.5K -1,158 -2%
SFG
689
StrategIQ Financial Group
Indiana
$1.65M -$25.1K -624 -1%
CP
690
Camelot Portfolios
Ohio
$1.64M -$209K -5,202 -10%
RBFC
691
Roman Butler Fullerton & Co
Missouri
$1.64M -$45.6K -1,134 -2%
WBCM
692
Wilson & Boucher Capital Management
California
$1.64M
BZWA
693
Blue Zone Wealth Advisors
California
$1.64M +$1.02M +25,410 +124%
KLI
694
Kelman-Lazarov Inc
Tennessee
$1.63M +$205K +5,094 +13%
LNWWM
695
Laird Norton Wetherby Wealth Management
California
$1.62M +$33.8K +840 +2%
RPCONE
696
Retirement Planning Company of New England
Rhode Island
$1.62M +$20K +498 +1%
AA
697
Ancora Advisors
Ohio
$1.6M -$1.44M -35,838 -44%
CIC
698
Cutler Investment Counsel
Oregon
$1.59M -$106K -2,640 -6%
RCI
699
RS Crum Inc
California
$1.59M -$264K -6,570 -13%
JHCP
700
Jackson Hole Capital Partners
Oklahoma
$1.59M

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.