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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
SWM
1001
SFG Wealth Management
Maryland
$576K -$8.68K -216 -1%
KA
1002
Klingman & Associates
New York
$572K
DWP
1003
Destiny Wealth Partners
Florida
$568K
CPIA
1004
Cornell Pochily Investment Advisors
New York
$563K -$67.3K -1,674 -10%
CFAM
1005
Center For Asset Management
Florida
$561K -$252K -6,264 -28%
AWM
1006
Aspire Wealth Management
Massachusetts
$560K -$45.1K -1,122 -7%
CCA
1007
Conservest Capital Advisors
Pennsylvania
$556K -$627K -15,600 Closed
SFWC
1008
Strategic Family Wealth Counselors
New Jersey
$554K +$18.1K +450 +3%
ZF
1009
Zhang Financial
Michigan
$550K
HIS
1010
Horizon Investment Services
Indiana
$547K +$72.8K +1,812 +13%
FFA
1011
First Foundation Advisors
California
$546K -$12.3K -306 -2%
BNP Paribas Financial Markets
1012
BNP Paribas Financial Markets
France
$546K +$314K +7,800 +104%
CAM
1013
Carret Asset Management
New York
$540K -$932K -23,190 -61%
CIA
1014
Cohen Investment Advisors
New Hampshire
$540K +$16.4K +408 +3%
FSA
1015
Fort Sheridan Advisors
Illinois
$540K +$16.4K +408 +3%
HPC
1016
HM Payson & Co
Maine
$539K -$12.1K -300 -2%
WWM
1017
Windsor Wealth Management
Indiana
$538K -$61.3K -1,524 -9%
FWM
1018
Focused Wealth Management
New York
$536K -$4.71M -117,138 -89%
ICP
1019
Interchange Capital Partners
Pennsylvania
$536K -$27.7K -690 -4%
TCM
1020
Traynor Capital Management
Pennsylvania
$535K +$127K +3,156 +27%
AR
1021
Apeiron RIA
Texas
$534K -$12.1K -300 -2%
W
1022
Wealthquest
Ohio
$534K -$8.44K -210 -1%
MWM
1023
Marion Wealth Management
Pennsylvania
$533K
PAG
1024
Private Advisory Group
Washington
$532K +$4.58K +114 +0.8%
WIP
1025
WealthCare Investment Partners
Rhode Island
$528K +$54K +1,344 +10%

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.