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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
MCC
1026
Money Concepts Capital
Florida
$526K -$766K -19,056 -56%
KTM
1027
Keeler Thomas Management
Utah
$525K -$3.15M -78,480 -82%
VFIC
1028
Valley Forge Investment Consultants
Pennsylvania
$524K -$112K -2,796 -16%
ACI
1029
Alpha Cubed Investments
California
$521K -$62.9K -1,566 -10%
WAOI
1030
Wealth Advisors of Iowa
Iowa
$519K -$698K -17,358 -54%
PSF
1031
Pacific Sun Financial
California
$519K -$20.7K -516 -3%
TA
1032
Tectonic Advisors
Texas
$518K +$39.3K +978 +7%
RMDI
1033
R.M. Davis Inc
Maine
$517K -$42.4K -1,056 -7%
FNWM
1034
Financial Network Wealth Management
Utah
$516K +$2.41K +60 +0.4%
CRI
1035
Colonial River Investments
Virginia
$514K +$45.8K +1,140 +9%
NWMG
1036
National Wealth Management Group
Ohio
$513K +$311K +7,728 +116%
SIG
1037
Stonegate Investment Group
Alabama
$513K +$23.2K +576 +4%
MWM
1038
Madison Wealth Management
Ohio
$510K -$88K -2,190 -13%
MWM
1039
Maltin Wealth Management
New Jersey
$505K +$112K +2,790 +25%
MWA
1040
Meridian Wealth Advisors
Texas
$503K
EVM
1041
Eaton Vance Management
Massachusetts
$503K +$12.1K +300 +2%
SAMT
1042
Select Asset Management & Trust
Pennsylvania
$500K -$307K -7,650 -35%
IP
1043
Intellectus Partners
California
$500K -$12.1K -300 -2%
WH
1044
Willner & Heller
California
$500K +$6.51K +162 +1%
AFG
1045
Allegheny Financial Group
Pennsylvania
$500K +$88K +2,190 +19%
FW
1046
FirstPurpose Wealth
Utah
$499K +$32.6K +810 +6%
GWM
1047
Greenhouse Wealth Management
Connecticut
$495K -$158K -3,924 -22%
CCMG
1048
Clark Capital Management Group
Pennsylvania
$493K +$146K +3,642 +36%
NWM
1049
Northwest Wealth Management
Iowa
$492K -$64.2K -1,596 -10%
SYBT
1050
Stock Yards Bank & Trust
Kentucky
$488K

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.