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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
BFPW
51
BOK Financial Private Wealth
Colorado
$96.1M +$4.34M +107,994 +4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$92.8M +$7.25M +180,264 +7%
WPW
53
Waldron Private Wealth
Pennsylvania
$90.1M +$14.4M +359,046 +17%
SGAM
54
Stephens Group Asset Management
Arkansas
$88.9M +$3.2M +79,506 +3%
KAS
55
Kestra Advisory Services
Texas
$86.3M -$12M -298,806 -11%
MGIA
56
Moneta Group Investment Advisors
Missouri
$76.5M -$10.7M -267,108 -11%
BOH
57
Bank of Hawaii
Hawaii
$76.3M -$270K -6,720 -0.3%
CFB
58
Cullen/Frost Bankers
Texas
$73.7M +$15.5M +384,564 +23%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$73.5M +$651K +16,188 +0.8%
PAG
60
Private Advisor Group
New Jersey
$72.9M -$7.19M -178,944 -8%
BRWA
61
B. Riley Wealth Advisors
Florida
$72.4M +$46.5M +1,157,586 +133%
AllianceBernstein
62
AllianceBernstein
Tennessee
$71.8M -$1.22M -30,414 -1%
AWS
63
Atria Wealth Solutions
New York
$67.7M +$4.88M +121,350 +7%
FSWA
64
Financial Synergies Wealth Advisors
Texas
$65.8M +$1.9M +47,364 +3%
SMDAM
65
Sumitomo Mitsui DS Asset Management
Japan
$65.6M +$74M +1,839,978 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$65.3M +$3.6M +89,646 +5%
RC
67
RegentAtlantic Capital
New Jersey
$63.8M +$34.4M +856,476 +92%
CTC
68
Central Trust Company
Missouri
$63.6M +$1.71M +42,504 +2%
HCC
69
Hirtle Callaghan & Co
Pennsylvania
$62.1M +$13M +322,452 +23%
CA
70
CSM Advisors
Pennsylvania
$61.3M
Baird Financial Group
71
Baird Financial Group
Wisconsin
$61M -$921K -22,920 -1%
NRA
72
NSI Retail Advisors
Pennsylvania
$60.3M
VCP
73
Vista Capital Partners
Oregon
$58.2M -$58.4K -1,452 -0.1%
WIC
74
Woodmont Investment Counsel
Tennessee
$56.5M +$2.76M +68,700 +5%
Squarepoint
75
Squarepoint
New York
$55.8M +$163M +4,057,746 +5,022%

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.