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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
PL
701
Plancorp LLC
Missouri
$1.58M -$241 -6 -0%
PA
702
Probity Advisors
Texas
$1.57M -$26K -648 -1%
TC
703
Titleist Capital
Texas
$1.56M +$330K +8,214 +23%
WFA
704
West Financial Advisors
Iowa
$1.56M +$30.1K +750 +2%
PA
705
Paragon Advisors
Texas
$1.55M +$1.75M +43,590 New
RMAM
706
Raab & Moskowitz Asset Management
New Jersey
$1.54M -$103K -2,574 -6%
OGF
707
Orin Green Financial
California
$1.53M -$305K -7,596 -15%
CPW
708
Catalyst Private Wealth
California
$1.53M -$582K -14,472 -25%
KTC
709
Kistler-Tiffany Companies
Pennsylvania
$1.52M +$144K +3,576 +9%
WF
710
WoodTrust Financial
Wisconsin
$1.51M +$26.5K +660 +2%
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.5M +$566K +14,088 +51%
SSWM
712
Smith Salley Wealth Management
North Carolina
$1.49M
NB
713
Nicolet Bankshares
Wisconsin
$1.48M
MG
714
MilWealth Group
Wisconsin
$1.48M -$144K -3,582 -8%
CPO
715
Cerity Partners OCIO
New York
$1.48M +$37.4K +930 +2%
THWM
716
Taylor Hoffman Wealth Management
Virginia
$1.47M
PIA
717
Pinion Investment Advisors
Kansas
$1.45M +$438K +10,896 +36%
KLCM
718
KG&L Capital Management
Louisiana
$1.45M -$39.8K -990 -2%
T
719
TRUADVICE
Florida
$1.44M +$55.2K +1,374 +4%
GG
720
Gofen & Glossberg
Illinois
$1.43M +$125K +3,108 +8%
SWM
721
Stockman Wealth Management
Montana
$1.43M +$2.17K +54 +0.1%
KFA
722
Kelleher Financial Advisors
New York
$1.43M +$799K +19,872 +98%
PWM
723
Perigon Wealth Management
California
$1.43M +$115K +2,850 +8%
PGFC
724
Peapack-Gladstone Financial Corp
New Jersey
$1.43M +$195K +4,854 +14%
LF
725
LifeSteps Financial
California
$1.42M -$42.7K -1,062 -3%

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.