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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
LAIC
1376
Lederer & Associates Investment Counsel
California
$205K
SCP
1377
Shorepoint Capital Partners
Massachusetts
$205K +$1.69K +42 +0.7%
GCM
1378
Gables Capital Management
Florida
$205K +$3.13K +78 +1%
MCM
1379
McDonough Capital Management
Florida
$205K +$231K +5,736 New
MA
1380
Mezzasalma Advisors
New Jersey
$204K
CWM
1381
Congress Wealth Management
Massachusetts
$203K -$74.8K -1,860 -25%
WCM
1382
WealthBridge Capital Management
Ohio
$203K
LWP
1383
Laurel Wealth Planning
Minnesota
$202K
CWS
1384
Confluence Wealth Services
Pennsylvania
$201K
CB
1385
Community Bank
New York
$200K -$6.99K -174 -3%
AP
1386
Adero Partners
California
$200K
SIM
1387
Sadoff Investment Management
Wisconsin
$200K
MI
1388
Moneywise Inc
Virginia
$200K +$482 +12 +0.2%
BL
1389
Balentine LLC
Georgia
$199K +$482 +12 +0.2%
HWMA
1390
Heritage Wealth Management (Arizona)
Arizona
$194K -$13.7K -342 -6%
CA
1391
Clearstead Advisors
Ohio
$187K +$157K +3,912 +292%
AFG
1392
Albion Financial Group
Utah
$186K -$80.1K -1,992 -28%
CHC
1393
City Holding Co
West Virginia
$183K
SC
1394
Solstein Capital
California
$182K
TC
1395
Truvestments Capital
Florida
$182K +$482 +12 +0.2%
SWM
1396
Sugarloaf Wealth Management
Georgia
$178K -$3.86K -96 -2%
HR
1397
Howe & Rusling
New York
$176K -$9.65K -240 -5%
CYG
1398
Clean Yield Group
Vermont
$172K
OFG
1399
Oxford Financial Group
Indiana
$166K
WB
1400
Webster Bank
Connecticut
$166K

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.