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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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$54.8M +$1.59M +39,630 +3%
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$54M +$1.12M +27,900 +2%
AAS
78
Avantax Advisory Services
Texas
$53.9M +$2.46M +61,122 +4%
MWA
79
Martel Wealth Advisors
Washington
$53.8M +$1.07M +26,682 +2%
BDF
80
Balasa Dinverno & Foltz
$52.7M +$183K +4,554 +0.3%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$52.7M +$2.74M +68,160 +5%
OPS
82
Orion Portfolio Solutions
Nebraska
$51.6M +$1.85M +46,122 +3%
PW
83
Peninsula Wealth
California
$51M -$72.4K -1,800 -0.1%
TC
84
Trust Company
Kansas
$50M +$11.7M +291,612 +26%
VIA
85
Vantagepoint Investment Advisers
District of Columbia
$49.6M +$55.9M +1,390,800 New
ZCA
86
Zeke Capital Advisors
Pennsylvania
$49.6M +$2.04M +50,802 +4%
CM
87
Cornerstone Management
Georgia
$49.2M +$1.65M +40,980 +3%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$49.2M +$717K +17,850 +1%
CF
89
Corrigan Financial
Rhode Island
$45.1M +$954K +23,736 +2%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$45M -$2.64M -65,712 -5%
AWM
91
Avior Wealth Management
Nebraska
$44.9M -$818K -20,346 -2%
SQA
92
Simon Quick Advisors
New Jersey
$44.6M +$7.53M +187,248 +18%
SF
93
Summit Financial
New Jersey
$42.9M +$865K +21,522 +2%
CAN
94
Cetera Advisor Networks
California
$42.7M +$3.48M +86,538 +8%
CWM
95
Campbell Wealth Management
Virginia
$42.3M +$2.68M +66,744 +6%
CHP
96
Cable Hill Partners
Oregon
$42.3M +$559K +13,896 +1%
PPFA
97
Provida Pension Fund Administrator
Chile
$41.8M +$45.4M +1,128,294 +4,392%
BCM
98
Brookstone Capital Management
Illinois
$41.5M +$1.96M +48,738 +4%
NA
99
NewEdge Advisors
Louisiana
$41.4M +$5.96M +148,338 +15%
APA
100
American Portfolios Advisors
New York
$41.3M -$1.78M -44,208 -4%

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.