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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
MP
1226
McDonald Partners
Ohio
$312K -$533K -13,272 -60%
MLFP
1227
MPS Loria Financial Planners
Illinois
$312K -$9.89K -246 -3%
BOS
1228
Bank of Stockton
California
$310K
CWM
1229
Curi Wealth Management
North Carolina
$309K +$168K +4,170 +93%
AWM
1230
Abound Wealth Management
Tennessee
$307K -$7.96K -198 -2%
AIM
1231
Anchor Investment Management
South Carolina
$307K +$7.48K +186 +2%
CPC
1232
Consolidated Planning Corp
Georgia
$306K -$90.2K -2,244 -21%
RWA
1233
Rainsberger Wealth Advisors
Colorado
$306K +$724 +18 +0.2%
AWM
1234
Atticus Wealth Management
Florida
$305K
EWA
1235
Evolution Wealth Advisors
Florida
$305K
PWW
1236
Pettyjohn Wood & White
Virginia
$305K
LFG
1237
Larson Financial Group
Missouri
$305K +$241 +6 +0.1%
PCG
1238
Prosperity Consulting Group
Maryland
$304K +$6.27K +156 +2%
CWS
1239
Cypress Wealth Services
California
$302K +$241 +6 +0.1%
EBT
1240
Enterprise Bank & Trust
Massachusetts
$301K
IC
1241
Iconiq Capital
California
$301K +$5.79K +144 +2%
UWPG
1242
Ullmann Wealth Partners Group
Florida
$299K
AMCA
1243
Arthur M. Cohen & Associates
Illinois
$299K +$241 +6 +0.1%
KCM
1244
Kanawha Capital Management
Virginia
$299K +$241 +6 +0.1%
WDL
1245
Well Done LLC
Michigan
$298K
MYIA
1246
Mount Yale Investment Advisors
Colorado
$297K -$36.2K -900 -10%
CIS
1247
Continental Investors Services
Washington
$297K
AIMC
1248
Alley Investment Management Company
Illinois
$297K +$1.69K +42 +0.5%
CT
1249
Cambridge Trust
Massachusetts
$296K +$19.8K +492 +6%
CMA
1250
Cedar Mountain Advisors
Oregon
$294K +$482 +12 +0.1%

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.