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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
SIC
1351
Shoker Investment Counsel
Ohio
$223K
DE
1352
Day & Ennis
Georgia
$222K +$241 +6 +0.1%
CDIA
1353
Capital Directions Investment Advisors
Georgia
$221K -$278K -6,924 Closed
DFA
1354
DHJJ Financial Advisors
Illinois
$221K +$215K +5,352 New
MAM
1355
McLean Asset Management
Virginia
$220K
CCFCSB
1356
Cape Cod Five Cents Savings Bank
Massachusetts
$219K
UCB
1357
United Community Bank
South Carolina
$219K
AWA
1358
Amplius Wealth Advisors
Pennsylvania
$216K +$244K +6,060 New
SAM
1359
Strategy Asset Managers
California
$216K +$244K +6,066 New
PKC
1360
Palmer Knight Company
Florida
$215K +$242K +6,024 New
ZIM
1361
Zacks Investment Management
Illinois
$215K +$243K +6,042 New
FP
1362
Financial Perspectives
Minnesota
$214K +$724 +18 +0.3%
ZIG
1363
Zullo Investment Group
Pennsylvania
$211K
LA
1364
LexAurum Advisors
Kansas
$211K +$238K +5,916 New
MA
1365
Maxele Advisors
Missouri
$211K +$238K +5,910 New
SCA
1366
Stonebridge Capital Advisors
Minnesota
$210K +$2.17K +54 +0.9%
OFS
1367
OneAscent Financial Services
Alabama
$209K -$5.07K -126 -2%
WCF
1368
West Coast Financial
California
$209K
CWMGP
1369
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$209K +$482 +12 +0.2%
SWP
1370
Summit Wealth Partners
Florida
$208K +$1.21K +30 +0.5%
DA
1371
Drake & Associates
Wisconsin
$208K
CFO
1372
CVA Family Office
Colorado
$208K +$9.65K +240 +4%
BFA
1373
Beacon Financial Advisory
Ohio
$206K +$232K +5,766 New
Bank Julius Baer & Co
1374
Bank Julius Baer & Co
Switzerland
$205K -$3.62K -90 -2%
GA
1375
Greenspring Advisors
Maryland
$205K

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.