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
WW
776
Waterfront Wealth
Kansas
$1.18M +$34.2K +852 +3%
FVWA
777
Foster Victor Wealth Advisors
South Carolina
$1.18M +$21.5K +534 +2%
RIS
778
Retirement Income Solutions
Michigan
$1.17M +$101K +2,514 +8%
NSAM
779
North Star Asset Management
Wisconsin
$1.16M
ST
780
Sabal Trust
Florida
$1.16M +$100K +2,490 +8%
FFW
781
Fusion Family Wealth
New York
$1.16M +$48K +1,194 +5%
APP
782
Avantax Planning Partners
Iowa
$1.15M +$43.2K +1,074 +3%
GFG
783
Greystone Financial Group
Michigan
$1.14M +$1.28M +31,884 New
CSB
784
City State Bank
Iowa
$1.13M +$95.3K +2,370 +8%
T
785
TrueFG
Texas
$1.12M +$2.65K +66 +0.2%
Millennium Management
786
Millennium Management
New York
$1.12M +$1.27M +31,500 New
HAS
787
HBW Advisory Services
California
$1.12M -$27.5K -684 -2%
PCMC
788
Private Capital Management (Colorado)
Colorado
$1.11M +$386K +9,612 +45%
SA
789
Shilanski & Associates
Alaska
$1.11M +$1.25M +31,182 New
RPC
790
Rossmore Private Capital
Connecticut
$1.11M -$9.65K -240 -0.8%
AWP
791
Accretive Wealth Partners
New Jersey
$1.11M
FFM
792
Forum Financial Management
Illinois
$1.1M -$51.9K -1,290 -4%
AWE
793
Avidian Wealth Enterprises
Texas
$1.1M +$145K +3,618 +13%
CA
794
Cornerstone Advisory
Maryland
$1.1M -$23.2K -576 -2%
CIA
795
Choate Investment Advisors
Massachusetts
$1.1M -$113K -2,820 -8%
BWA
796
Bordeaux Wealth Advisors
California
$1.09M
ATC
797
Argent Trust Co
Tennessee
$1.09M +$50.6K +1,260 +4%
MAM
798
Marquette Asset Management
Minnesota
$1.08M
WP
799
WealthSource Partners
California
$1.08M -$123K -3,054 -9%
HDIM
800
Hanson & Doremus Investment Management
Vermont
$1.07M

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.