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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
HT
901
HighTower Trust
Texas
$752K -$316K -7,860 -27%
CP
902
Capital Planning
Washington
$751K +$124K +3,096 +17%
FRA
903
Frank Rimerman Advisors
California
$751K +$846K +21,048 New
CAM
904
Columbia Asset Management
Michigan
$740K +$278K +6,924 +50%
SWP
905
Strategic Wealth Partners
Ohio
$739K +$23.4K +582 +3%
KPW
906
Kore Private Wealth
New York
$735K
BWM
907
Boyd Wealth Management
California
$734K +$95.5K +2,376 +13%
SMG
908
Spectrum Management Group
Indiana
$729K
CCM
909
Chilton Capital Management
Texas
$728K -$282K -7,026 -26%
RCM
910
Raleigh Capital Management
North Carolina
$726K -$124K -3,078 -13%
BAMG
911
Brand Asset Management Group
Missouri
$725K -$965 -24 -0.1%
LL
912
LPWM LLC
Minnesota
$725K +$250K +6,210 +44%
WKWM
913
Walter & Keenan Wealth Management
Indiana
$723K +$484K +12,048 +147%
YIH
914
Y-Intercept (HK)
Hong Kong
$720K -$157K -3,900 -16%
ATPW
915
Ashton Thomas Private Wealth
Arizona
$718K +$2.41K +60 +0.3%
CT
916
Caldwell Trust
Florida
$718K -$12.1K -300 -1%
CWM
917
Circle Wealth Management
New Jersey
$716K
BONH
918
Bank of New Hampshire
New Hampshire
$712K -$21.7K -540 -3%
Kayne Anderson Rudnick Investment Management
919
Kayne Anderson Rudnick Investment Management
California
$712K
NAG
920
Northstar Advisory Group
New Jersey
$708K +$5.55K +138 +0.7%
WTB
921
Washington Trust Bank
Washington
$708K +$39.3K +978 +5%
TFA
922
Triad Financial Advisors
North Carolina
$707K -$42.7K -1,062 -5%
WIM
923
WealthPlan Investment Management
Nebraska
$707K +$766K +19,056 New
CIA
924
Capital Investment Advisors
Georgia
$706K -$72.1K -1,794 -8%
FPW
925
Flagship Private Wealth
Massachusetts
$705K +$35.7K +888 +5%

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.