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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
WAG
1276
Winthrop Advisory Group
Massachusetts
$272K +$74.5K +1,854 +32%
DIA
1277
Dana Investment Advisors
Wisconsin
$271K +$306K +7,602 New
CIA
1278
Cladis Investment Advisory
Montana
$271K +$305K +7,596 New
MAC
1279
Mason & Associates (California)
California
$270K
BWM
1280
Bulltick Wealth Management
Florida
$267K
CWA
1281
Clarity Wealth Advisors
California
$267K -$16.9K -420 -5%
FIM
1282
FWL Investment Management
Texas
$267K
1WA
1283
180 Wealth Advisors
Washington
$267K +$5.31K +132 +2%
OPW
1284
Oxler Private Wealth
New York
$266K +$362K +9,006 +265%
GWM
1285
GSB Wealth Management
Connecticut
$265K +$1.45K +36 +0.5%
HHGA
1286
Halbert Hargrove Global Advisors
California
$265K +$2.89K +72 +1%
BTIM
1287
BancFirst Trust & Investment Management
Oklahoma
$264K +$293K +7,290 New
FMII
1288
Farmers & Merchants Investments Inc
Nebraska
$263K -$57.2K -1,422 -16%
PCM
1289
Pointe Capital Management
Michigan
$263K
FCA
1290
FinTrust Capital Advisors
South Carolina
$262K -$54.5K -1,356 -16%
EWP
1291
Engrave Wealth Partners
Texas
$262K
SIAP
1292
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$262K
WOSD
1293
WFA of San Diego
California
$261K +$222K +5,532 +307%
SOAG
1294
Silver Oak Advisory Group
Oregon
$257K -$73.3K -1,824 -20%
MIFH
1295
Migdal Insurance & Financial Holdings
Israel
$257K
SWIG
1296
Strategic Wealth Investment Group
Kentucky
$257K +$290K +7,206 New
TSA
1297
Tri-Star Advisors
Texas
$256K -$49.2K -1,224 -15%
OMC
1298
Overbrook Management Corp
New York
$255K -$277K -6,900 -49%
BPWM
1299
Badgley Phelps Wealth Managers
Washington
$255K +$965 +24 +0.3%
DW
1300
Domani Wealth
Pennsylvania
$252K -$37.4K -930 -12%

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.