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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
QCG
1401
Quadrant Capital Group
Ohio
$164K -$221K -5,490 -54%
TFM
1402
TFC Financial Management
Massachusetts
$163K
HF
1403
Halpern Financial
Virginia
$157K +$35K +870 +25%
BAM
1404
Baldrige Asset Management
Pennsylvania
$157K
GTAM
1405
Global Trust Asset Management
Florida
$153K +$2.65K +66 +2%
FWP
1406
FAS Wealth Partners
Kansas
$152K +$82.5K +2,052 +93%
SMA
1407
Sage Mountain Advisors
Georgia
$150K -$149K -3,696 -47%
HBW
1408
Hazlett, Burt & Watson
West Virginia
$141K +$28.9K +720 +22%
PFM
1409
Phillips Financial Management
Indiana
$138K +$155K +3,858 New
IHWM
1410
Iron Horse Wealth Management
Iowa
$134K -$178K -4,434 -54%
FF
1411
FourThought Financial
Florida
$130K
CP
1412
Castleview Partners
Texas
$129K +$124K +3,096 +607%
CMP
1413
Coston McIsaac & Partners
Maine
$128K
NFSG
1414
Newbridge Financial Services Group
Florida
$125K +$22.4K +558 +19%
HFS
1415
Hantz Financial Services
Michigan
$121K
AF
1416
Arrow Financial
New York
$119K -$39.6K -984 -23%
TIM
1417
Tortoise Investment Management
New York
$119K
ODG
1418
O'Dell Group
Ohio
$113K +$3.13K +78 +3%
SBL
1419
Sargent Bickham Lagudis
Colorado
$111K
TAM
1420
Tucker Asset Management
Colorado
$108K +$27.3K +678 +30%
BHWM
1421
Beaird Harris Wealth Management
Texas
$107K +$6.27K +156 +6%
WPA
1422
West Paces Advisors
Georgia
$107K
ACA
1423
Atlas Capital Advisors
Wyoming
$105K +$24.1K +600 +26%
NSIM
1424
North Star Investment Management
Illinois
$103K
RP
1425
Rice Partnership
Hawaii
$94K +$106K +2,634 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.