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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
VCM
1051
Viewpoint Capital Management
Washington
$488K +$56.7K +1,410 +11%
Amundi
1052
Amundi
France
$487K -$933K -23,214 -63%
FWM
1053
Fingerlakes Wealth Management
New York
$486K -$62.5K -1,554 -10%
WCM
1054
Windsor Capital Management
Arizona
$485K -$15.4K -384 -3%
MAS
1055
Madden Advisory Services
Florida
$483K +$482 +12 +0.1%
Jennison Associates
1056
Jennison Associates
New York
$479K -$206K -5,124 -28%
SFG
1057
Sunburst Financial Group
Alabama
$477K -$399K -9,918 -43%
JWM
1058
Jackson Wealth Management
Florida
$477K +$537K +13,368 New
OBWP
1059
O'Brien Wealth Partners
Massachusetts
$476K -$52.8K -1,314 -9%
LFA
1060
Legend Financial Advisors
Pennsylvania
$475K -$181K -4,500 -25%
BCA
1061
Bay Colony Advisors
Massachusetts
$474K +$161K +4,002 +43%
BFG
1062
Bouchey Financial Group
New York
$470K +$32.1K +798 +6%
ANTB
1063
AMG National Trust Bank
Colorado
$469K -$23.4K -582 -4%
NCM
1064
Noesis Capital Mangement
Florida
$469K
TC
1065
TownSquare Capital
Utah
$469K +$529K +13,158 New
AWM
1066
Accel Wealth Management
Iowa
$468K -$1.45K -36 -0.3%
KFI
1067
Key Financial Inc
Pennsylvania
$468K +$88.5K +2,202 +20%
OPA
1068
Old Port Advisors
Maine
$464K -$20.3K -504 -4%
FCBT
1069
First Citizens Bank & Trust
North Carolina
$463K +$74.8K +1,860 +17%
FNT
1070
First National Trust
Pennsylvania
$463K +$110K +2,748 +27%
SSC
1071
Syverson Strege & Co
Iowa
$460K -$56.9K -1,416 -10%
CWP
1072
Corepath Wealth Partners
Arizona
$460K
CHA
1073
Carmichael Hill & Associates
Maryland
$458K -$8.2K -204 -2%
MCM
1074
Maryland Capital Management
Maryland
$454K
TFA
1075
Trinity Financial Advisors
Ohio
$453K +$510K +12,690 New

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.