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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
ECG
826
Edge Capital Group
Georgia
$967K -$231K -5,748 -17%
AWA
827
ARQ Wealth Advisors
Arizona
$966K +$482 +12 +0%
IWN
828
Independent Wealth Network
Iowa
$964K +$7.24K +180 +0.7%
SOS
829
Silver Oak Securities
Tennessee
$962K +$432K +10,746 +103%
WA
830
Wealthstream Advisors
New York
$962K
ISL
831
Ingalls & Snyder LLC
New York
$958K -$71.1K -1,770 -6%
ATC
832
Adirondack Trust Company
New York
$952K
PP
833
Patten & Patten
Tennessee
$951K +$158K +3,942 +17%
DACG
834
Donor Advised Charitable Giving
California
$948K
CWG
835
Crown Wealth Group
North Carolina
$940K
SWA
836
Sax Wealth Advisors
New Jersey
$933K +$13.3K +330 +1%
PTC
837
Private Trust Company
Ohio
$933K +$200K +4,968 +23%
3F
838
360 Financial
Minnesota
$933K +$413K +10,266 +65%
PC
839
Pecaut & Co
Iowa
$931K +$21.7K +540 +2%
RPG
840
Resource Planning Group
Georgia
$926K -$137K -3,420 -12%
BFS
841
Bard Financial Services
Connecticut
$924K +$680K +16,920 +188%
ESCM
842
Echo Street Capital Management
New York
$922K +$1.04M +25,866 New
NCM
843
Northwest Capital Management
Oregon
$920K +$241 +6 +0%
AWM
844
Aprio Wealth Management
Georgia
$916K +$112K +2,790 +12%
IWA
845
Icon Wealth Advisors
Texas
$913K +$1.03M +25,596 New
SFA
846
Sequoia Financial Advisors
Ohio
$911K -$6.51K -162 -0.6%
PFA
847
Pinnacle Family Advisors
Missouri
$910K +$1.03M +25,506 New
KWM
848
Kaydan Wealth Management
Michigan
$901K -$33K -822 -3%
TFS
849
Thoroughbred Financial Services
Tennessee
$899K +$34.7K +864 +4%
PA
850
Pinnacle Associates
New York
$898K +$18.8K +468 +2%

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.