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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
FF
1151
Francis Financial
$382K
PWM
1152
PBMares Wealth Management
Virginia
$380K +$37.9K +942 +10%
RF
1153
RHS Financial
California
$377K
RB
1154
Rodgers Brothers
Pennsylvania
$377K +$46.5K +1,158 +12%
GWM
1155
Gitterman Wealth Management
New Jersey
$375K -$435K -10,818 -51%
VWM
1156
Valley Wealth Managers
New Jersey
$373K -$153K -3,810 -27%
PG
1157
Proffitt & Goodson
Tennessee
$372K
ST
1158
Sentinel Trust
Texas
$372K
PP
1159
Pacifica Partners
Canada
$371K +$25.8K +642 +7%
IAG
1160
Investmark Advisory Group
Connecticut
$371K +$98.4K +2,448 +31%
BS
1161
Boenning & Scattergood
Pennsylvania
$370K +$724 +18 +0.2%
VCM
1162
Vision Capital Management
Oregon
$370K +$40.8K +1,014 +11%
SPC
1163
Stewart & Patten Company
California
$368K
BCP
1164
Berkeley Capital Partners
Georgia
$368K +$241 +6 +0.1%
HWA
1165
Hilltop Wealth Advisors
North Carolina
$367K
PP
1166
PDS Planning
Ohio
$367K +$197K +4,890 +91%
NAM
1167
NorthCrest Asset Manangement
Minnesota
$365K
TWA
1168
TCI Wealth Advisors
Arizona
$365K
OC
1169
Oakworth Capital
Alabama
$365K +$173K +4,308 +73%
AWM
1170
AAF Wealth Management
Massachusetts
$364K +$12.3K +306 +3%
TH
1171
TCTC Holdings
Texas
$362K
TSWM
1172
Tyler-Stone Wealth Management
Ohio
$362K +$241 +6 +0.1%
PFM
1173
Parsec Financial Management
North Carolina
$361K
ACM
1174
Allred Capital Management
Texas
$360K +$482 +12 +0.1%
WI
1175
Wintrust Investments
Illinois
$360K +$1.93K +48 +0.5%

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.