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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
VWM
951
Venturi Wealth Management
Texas
$667K -$109K -2,724 -13%
CAG
952
Crestwood Advisors Group
Massachusetts
$667K +$8.68K +216 +1%
SC
953
Saiph Capital
New Jersey
$666K +$98.2K +2,442 +15%
EP
954
Eudaimonia Partners
Tennessee
$659K -$53.3K -1,326 -7%
CAG
955
Curtis Advisory Group
California
$654K +$248K +6,174 +51%
PAMG
956
Patton Albertson Miller Group
Tennessee
$650K -$66.8K -1,662 -8%
OWM
957
Orgel Wealth Management
Wisconsin
$649K -$27.3K -678 -4%
MWA
958
Motive Wealth Advisors
Michigan
$647K -$315K -7,848 -30%
HGWM
959
Harvest Group Wealth Management
Massachusetts
$647K -$49.4K -1,230 -7%
XF
960
XML Financial
Maryland
$647K +$263K +6,546 +56%
NL
961
Navalign LLC
California
$645K -$262K -6,510 -26%
HL
962
HeadInvest LLC
Maine
$641K -$9.16K -228 -1%
BTW
963
Boston Trust Walden
Massachusetts
$640K
DJSG
964
D.J. St. Germain
Massachusetts
$638K
RTS
965
Round Table Services
New Jersey
$634K +$295K +7,332 +70%
OCM
966
Orser Capital Management
Texas
$627K -$209K -5,190 -23%
1SB
967
1ST Source Bank
Indiana
$627K -$53.3K -1,326 -7%
FTC
968
Farmers Trust Company
Ohio
$627K
RWA
969
Ropes Wealth Advisors
Massachusetts
$622K +$25.1K +624 +4%
WA
970
Wealth Architects
California
$619K +$75.5K +1,878 +12%
CPSC
971
Carl P. Sherr & Co
Massachusetts
$617K -$14.2K -354 -2%
ACP
972
Ashfield Capital Partners
California
$615K
LW
973
Libra Wealth
California
$614K +$406K +10,104 +142%
AWP
974
Abacus Wealth Partners
California
$611K -$158K -3,930 -19%
RFN
975
Redwood Financial Network
Ohio
$611K -$11.6K -288 -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.