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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
CTA
851
Colonial Trust Advisors
South Carolina
$895K -$20K -498 -2%
MIM
852
Marco Investment Management
Georgia
$893K
JWM
853
Jeppson Wealth Management
California
$891K +$7.96K +198 +0.8%
MA
854
Montag & Associates
Georgia
$890K +$110K +2,736 +12%
WA
855
WESPAC Advisors
California
$885K -$94.3K -2,346 -9%
NHC
856
Nicholas Hoffman & Company
Georgia
$885K
HFS
857
Heritage Financial Services
Massachusetts
$884K
OA
858
Operose Advisors
Wisconsin
$881K
CAMG
859
CWA Asset Management Group
Florida
$881K +$603K +15,000 +155%
RFA
860
RTD Financial Advisors
Pennsylvania
$866K
SCA
861
Southern Capital Advisors
Tennessee
$853K +$1.69K +42 +0.2%
HFS
862
Horizon Financial Services
North Carolina
$851K -$335K -8,346 -26%
VFPW
863
Vantage Financial Partners (Wisconsin)
Wisconsin
$849K -$13.3K -330 -1%
MJRIC
864
Mogy Joel R Investment Counsel
California
$847K -$22.9K -570 -2%
SC
865
Stephens Consulting
Michigan
$832K
ML
866
McAdam LLC
Pennsylvania
$830K -$1.69K -42 -0.2%
GLA
867
Good Life Advisors
Pennsylvania
$830K +$15.2K +378 +2%
VFA
868
Valeo Financial Advisors
Indiana
$826K -$311K -7,746 -25%
KC
869
Kingfisher Capital
North Carolina
$824K +$965 +24 +0.1%
FPCG
870
Fort Pitt Capital Group
Pennsylvania
$822K -$6.99K -174 -0.7%
LW
871
Linscomb Wealth
Texas
$820K -$79.8K -1,986 -8%
CIBC World Market
872
CIBC World Market
Ontario, Canada
$820K +$33.8K +840 +4%
JGIA
873
Jackson Grant Investment Advisers
Connecticut
$813K -$253K -6,300 -22%
HG
874
Harbor Group
New Hampshire
$811K -$1.21K -30 -0.1%
CFO
875
Collective Family Office
Pennsylvania
$810K -$721K -17,940 -44%

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.