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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
ADL
801
Asset Dedication LLC
California
$1.07M +$1.2M +29,934 New
CPFP
802
Clear Perspectives Financial Planning
Ohio
$1.06M -$34.7K -864 -3%
RIM
803
Rockbridge Investment Management
New York
$1.06M +$120K +2,994 +11%
BP
804
Ballentine Partners
Massachusetts
$1.05M
TSWM
805
Triangle Securities Wealth Management
North Carolina
$1.05M +$161K +4,008 +16%
HCA
806
Harbour Capital Advisors
Virginia
$1.05M
RWM
807
Rockwood Wealth Management
Pennsylvania
$1.04M -$209K -5,190 -15%
MCM
808
MV Capital Management
Maryland
$1.04M -$20K -498 -2%
DIP
809
DT Investment Partners
Pennsylvania
$1.03M +$45.8K +1,140 +4%
APW
810
Aurora Private Wealth
New Jersey
$1.03M -$42.2K -1,050 -4%
HGERS
811
Householder Group Estate & Retirement Specialist
Arizona
$1.03M +$432K +10,746 +59%
SS
812
Simplicity Solutions
Minnesota
$1.02M -$102K -2,538 -8%
LWAC
813
Laurel Wealth Advisors (California)
California
$1.01M -$966K -24,042 -46%
AMG
814
Asset Management Group
Connecticut
$1.01M +$1.93K +48 +0.2%
AL
815
ADE LLC
Maryland
$1.01M -$88.3K -2,196 -7%
STA
816
Summit Trail Advisors
New York
$1.01M +$1.14M +28,278 New
VCP
817
Verus Capital Partners
Arizona
$1M -$214K -5,328 -16%
VAS
818
Vestmark Advisory Solutions
Massachusetts
$995K -$15.2K -378 -1%
WFA
819
Wipfli Financial Advisors
Wisconsin
$984K +$118K +2,928 +12%
MSFS
820
Main Street Financial Solutions
Pennsylvania
$976K -$18.8K -468 -2%
CAM
821
Covenant Asset Management
New Jersey
$973K +$56.4K +1,404 +5%
GIA
822
GHP Investment Advisors
Colorado
$971K +$423K +10,524 +63%
M
823
MOTCO
Texas
$970K -$1.93K -48 -0.2%
WI
824
WrapManager Inc
California
$970K +$49.9K +1,242 +5%
ACM
825
AUA Capital Management
Pennsylvania
$968K -$173K -4,302 -14%

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.