We are live on ! Find out more
VUG icon

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
DSC
1426
Duncker Streett & Co
Missouri
$89K
PP
1427
PrairieView Partners
Minnesota
$89K
BIA
1428
Bell Investment Advisors
California
$82K
MCA
1429
Maryland Capital Advisors
Maryland
$82K
BCA
1430
Bray Capital Advisors
Florida
$81K
LDFR
1431
Lehman & Derafelo Financial Resources
Pennsylvania
$81K
BEI
1432
Benjamin Edwards Inc
Missouri
$80K -$4.1K -102 -4%
CMBA
1433
C.M. Bidwell & Associates
Hawaii
$75K
MMG
1434
Monetary Management Group
Missouri
$75K
GWA
1435
Gibson Wealth Advisors
Texas
$72K
TCM
1436
Tradewinds Capital Management
Washington
$72K
CA
1437
Crewe Advisors
Utah
$71K
WB
1438
West Bancorporation
Iowa
$68K +$6.03K +150 +9%
FFC
1439
First Financial Corp
Indiana
$67K
OCM
1440
Orion Capital Management
California
$67K
HI
1441
Hudock Inc
Pennsylvania
$67K +$36.7K +912 +94%
POIA
1442
Pin Oak Investment Advisors
Texas
$66K
IAMOG
1443
Investors Asset Management of Georgia
Georgia
$65K
RDIA
1444
RE Dickinson Investment Advisors
Iowa
$62K -$27.3K -678 -28%
BSB
1445
Bangor Savings Bank
Maine
$62K +$724 +18 +1%
BCPWM
1446
Bradley & Co Private Wealth Management
Florida
$61K
MW
1447
Milestone Wealth
New York
$59K
MSFP
1448
Mark Sheptoff Financial Planning
Connecticut
$58K
WWM
1449
Wolff Wiese Magana
California
$57K
SIS
1450
Sound Income Strategies
Florida
$55K +$10.6K +264 +20%

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.