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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
LA
1326
Latitude Advisors
Florida
$235K +$265K +6,600 New
FFG
1327
Frisch Financial Group
New York
$234K -$26.8K -666 -9%
CWA
1328
Capital Wealth Alliance
Arizona
$234K +$263K +6,534 New
Jane Street
1329
Jane Street
New York
$233K +$263K +6,540 New
PFGIA
1330
Patriot Financial Group Insurance Agency
Massachusetts
$232K -$65.8K -1,638 -20%
FNT
1331
First Nebraska Trust
Nebraska
$232K
FFA
1332
Fragasso Financial Advisors
Pennsylvania
$231K +$724 +18 +0.3%
AMM
1333
American Money Management
California
$230K -$9.41K -234 -4%
FCM
1334
Firestone Capital Management
Florida
$230K +$482 +12 +0.2%
EWA
1335
Encompass Wealth Advisors
Oregon
$229K -$33.8K -840 -12%
PFA
1336
Pure Financial Advisors
California
$228K -$62.5K -1,554 -20%
PAA
1337
Peregrine Asset Advisers
Oregon
$228K -$41K -1,020 -14%
HFA
1338
High Falls Advisors
New York
$228K
JJBC
1339
James J. Burns & Company
New York
$228K +$258K +6,408 New
JIP
1340
Jaffetilchin Investment Partners
Florida
$227K -$10.6K -264 -4%
FWA
1341
FSM Wealth Advisors
Ohio
$227K -$3.38K -84 -1%
RC
1342
Roundview Capital
New Jersey
$227K
SJIA
1343
St. James Investment Advisors
New York
$227K +$140K +3,474 +120%
B
1344
Bailard
California
$226K
DAC
1345
Dividend Assets Capital
South Carolina
$226K
RRWA
1346
Rainey & Randall Wealth Advisors
Florida
$225K
WOC
1347
West Oak Capital
California
$224K -$39.8K -990 -14%
IFS
1348
Ifrah Financial Services
Arkansas
$224K +$241 +6 +0.1%
OAM
1349
Occidental Asset Management
California
$224K +$1.21K +30 +0.5%
WTFG
1350
Wells Trecaso Financial Group
Ohio
$224K +$253K +6,282 New

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.