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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
WP
876
WMS Partners
Maryland
$808K +$71.4K +1,776 +9%
IWA
877
Intercontinental Wealth Advisors
Texas
$807K +$501K +12,474 +123%
ICG
878
InterOcean Capital Group
Tennessee
$804K -$2.7M -67,086 -75%
NLP
879
Next Level Private
New York
$800K +$854K +21,240 New
AT
880
American Trust
Kentucky
$799K -$11.8K -294 -1%
SPI
881
Sutton Place Investors
New York
$797K -$61.7K -1,536 -6%
Deutsche Bank
882
Deutsche Bank
Germany
$796K -$161K -4,002 -15%
AOWM
883
Alpha Omega Wealth Management
Virginia
$794K -$6.03K -150 -0.7%
AG
884
Advocate Group
Minnesota
$792K -$29.4K -732 -3%
MCM
885
Mainstay Capital Management
Michigan
$792K
LF
886
Lantz Financial
Illinois
$788K +$44.6K +1,110 +5%
SS
887
Sunbelt Securities
Texas
$786K +$69K +1,716 +8%
TF
888
Trek Financial
Arizona
$782K +$3.13K +78 +0.4%
PIMG
889
Patriot Investment Management Group
Tennessee
$781K +$241 +6 +0%
TLCM
890
Twin Lakes Capital Management
California
$781K +$881K +21,906 New
FB
891
First Bancorp
Maine
$780K +$372K +9,246 +73%
PCM
892
Parsons Capital Management
Rhode Island
$778K
SNBOSD
893
Security National Bank of So Dak
Iowa
$776K +$12.1K +300 +1%
BFC
894
Bedel Financial Consulting
Indiana
$774K +$36.4K +906 +4%
CFS
895
CRA Financial Services
New Jersey
$773K
GEA
896
Glen Eagle Advisors
New Jersey
$767K +$87.8K +2,184 +11%
HR
897
Hardy Reed
Mississippi
$766K
SFP
898
Shepherd Financial Partners
Massachusetts
$765K -$148K -3,678 -15%
KL
899
KilterHowling LLC
Colorado
$761K +$1.69K +42 +0.2%
GKWIM
900
Gerber Kawasaki Wealth & Investment Management
California
$760K +$96.7K +2,406 +13%

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.