Vanguard Morningstar Growth ETF
VUG
1,718 hedge funds and large institutions have $52.4B invested in Vanguard Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 674 increasing their positions, 626 reducing their positions, and 77 closing their positions.
272% more call options, than puts
Call options by funds: $89.5M | Put options by funds: $24.1M
121% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 77
9% more funds holding in top 10
Funds holding in top 10: 267 → 292 (+25)
3% more funds holding
Funds holding: 1,670 → 1,718 (+48)
8% more repeat investments, than reductions
Existing positions increased: 674 | Existing positions reduced: 626
3% less capital invested
Capital invested by funds: $54.1B → $52.4B (-$1.7B)
2.32% less ownership
Funds ownership: 395.34% → 393.02% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$562M |
| 2 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$193M |
| 3 |
RIA
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
+$79.1M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$77.1M |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$76.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$122M |
| 2 |
Bank of New York Mellon
New York
|
-$120M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$84.8M |
| 4 |
LPL Financial
San Diego,
California
|
-$67.6M |
| 5 |
Morgan Stanley
New York
|
-$62.2M |
VUG Hedge Fund Activity: Q1 2023 in Review
1,718 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q1 2023, worth a combined $52.4B — down 3.1% from $54.1B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new VUG positions and 77 closed out — a net gain of 93 holders — while 674 added to existing stakes and 626 trimmed.
The largest buyer was Bank of America, adding an estimated $562M. The largest seller was Westwood Holdings Group, cutting an estimated $122M.
- 1,718 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2023, up from 1,670 in Q4 2022.
- Funds reported $52.4B of Vanguard Morningstar Growth ETF stock for Q1 2023, down 3.1% quarter-over-quarter.
- 170 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2023 and 77 closed out, a net change of +93 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q1 2023 was Bank of America, an estimated $562M added.
- The largest Vanguard Morningstar Growth ETF seller in Q1 2023 was Westwood Holdings Group, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2023.