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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
FCC
1126
Flower City Capital
New York
$402K -$7.48K -186 -2%
FNB
1127
Farmers National Bank
Kentucky
$401K -$2.89K -72 -0.6%
BFIM
1128
Beese Fulmer Investment Management
Ohio
$401K -$50.2K -1,248 -10%
MA
1129
Momentum Advisors
New York
$400K -$4.34K -108 -1%
CAM
1130
Congress Asset Management
Massachusetts
$398K +$449K +11,160 New
SFS
1131
Stiles Financial Services
Minnesota
$396K +$357K +8,892 New
AIM
1132
Athena Investment Management
California
$395K
CAAS
1133
Capital Asset Advisory Services
Michigan
$395K +$99.6K +2,478 +29%
IAA
1134
Independent Advisor Alliance
North Carolina
$392K -$12.1K -300 -3%
PWA
1135
Phoenix Wealth Advisors
North Carolina
$392K +$131K +3,270 +42%
CCMD
1136
Cypress Capital Management (Delaware)
Delaware
$391K
FF
1137
Financial Futures
New Jersey
$390K -$74.5K -1,854 -15%
ACA
1138
Aptus Capital Advisors
Alabama
$390K +$254K +6,318 +137%
TNB
1139
Thomasville National Bank
Georgia
$389K -$14.7K -366 -3%
NPI
1140
New Perspectives Inc
Mississippi
$389K
IA
1141
IFG Advisors
Missouri
$389K +$25.8K +642 +6%
AMBIA
1142
Allen Mooney & Barnes Investment Advisors
Georgia
$388K +$241 +6 +0.1%
LFA
1143
Level Financial Advisors
New York
$388K -$88K -2,190 -17%
FG
1144
Fiduciary Group
Georgia
$387K -$44.1K -1,098 -10%
RWM
1145
RKL Wealth Management
Pennsylvania
$387K
KWMG
1146
King Wealth Management Group
Florida
$385K -$1.21K -30 -0.3%
NCM
1147
Narwhal Capital Management
Georgia
$385K
MIAS
1148
Mason Investment Advisory Services
Virginia
$384K +$83.2K +2,070 +24%
BWM
1149
BerganKDV Wealth Management
Minnesota
$383K
FSC
1150
Full Sail Capital
Oklahoma
$382K -$67.8K -1,686 -14%

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.