We are live on ! Find out more
VUG icon

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
FB
1251
Fulton Bank
Pennsylvania
$292K
GWS
1252
Glassman Wealth Services
Virginia
$292K +$45.8K +1,140 +16%
EA
1253
Eudaimonia Advisors
Tennessee
$291K
DBRC
1254
D.B. Root & Company
Pennsylvania
$290K -$38.3K -954 -10%
BWA
1255
Beam Wealth Advisors
Louisiana
$290K -$7.48K -186 -2%
EWM
1256
Endowment Wealth Management
Wisconsin
$287K +$1.45K +36 +0.4%
LC
1257
Landaas & Company
Wisconsin
$287K +$71.1K +1,770 +28%
SCA
1258
St. Clair Advisors
Ohio
$286K
FMN
1259
Financial Management Network
California
$286K +$2.89K +72 +1%
GGS
1260
Galvin Gaustad & Stein
Arizona
$283K -$5.55K -138 -2%
SCM
1261
Schnieders Capital Management
California
$283K
MIC
1262
Means Investment Company
Maine
$283K +$482 +12 +0.2%
RWA
1263
River Wealth Advisors
Pennsylvania
$283K +$22.4K +558 +8%
JWBC
1264
John W. Brooker & Co
California
$282K -$55.5K -1,380 -15%
DWM
1265
Dopkins Wealth Management
New York
$280K
OCM
1266
Orleans Capital Management
Louisiana
$280K
VFP
1267
Verus Financial Partners
Virginia
$280K +$724 +18 +0.2%
CG
1268
CFO4Life Group
Texas
$279K -$4.34K -108 -1%
MC
1269
Moors & Cabot
Massachusetts
$279K +$14.7K +366 +5%
SFS
1270
Strategic Financial Services
New York
$277K -$10.9K -270 -3%
TNA
1271
True North Advisors
Texas
$276K
MWM
1272
MBE Wealth Management
Wisconsin
$276K +$6.03K +150 +2%
BWA
1273
BDO Wealth Advisors
Florida
$275K +$9.65K +240 +3%
GWANC
1274
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K +$199K +4,956 +180%
TA
1275
TFG Advisers
Michigan
$274K -$39.3K -978 -11%

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.