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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
AA
1476
AlphaMark Advisors
Kentucky
$32K +$21.5K +534 +148%
FCAG
1477
First Capital Advisors Group
New Jersey
$31K +$35.5K +882 New
Simplex Trading
1478
Simplex Trading
Illinois
$29K -$794K -19,764 -96%
WAS
1479
Winch Advisory Services
Wisconsin
$29K +$15.4K +384 +88%
ST
1480
Sageworth Trust
Pennsylvania
$29K +$31.1K +774 +1,613%
TRCT
1481
Tower Research Capital (TRC)
New York
$27K -$32.3K -804 -52%
JWM
1482
Janiczek Wealth Management
Colorado
$27K
TIM
1483
Tevis Investment Management
Texas
$27K
VCM
1484
Versant Capital Management
Arizona
$27K
OHWP
1485
Oak Harbor Wealth Partners
North Carolina
$26K -$24.1K -600 -45%
MBFW
1486
Morton Brown Family Wealth
Pennsylvania
$26K
MIM
1487
MTM Investment Management
South Carolina
$26K
TSW
1488
Thompson Siegel & Walmsley
Virginia
$25K +$28.2K +702 New
RBC
1489
Roble Belko & Company
Pennsylvania
$24K
CWM
1490
Castle Wealth Management
Florida
$23K
S
1491
Surevest
California
$23K +$25.6K +636 New
MPWT
1492
MassMutual Private Wealth & Trust
Connecticut
$22K -$158K -3,942 -87%
PCTC
1493
Perkins Coie Trust Company
Washington
$22K
BLC
1494
Brown, Lisle/Cummings
Rhode Island
$21.4K
CG
1495
Cutler Group
California
$21K -$241K -5,994 -91%
PFSC
1496
Peoples Financial Services Corp
Pennsylvania
$21K
SN
1497
Sittner & Nelson
Oregon
$21K
AIM
1498
Axiom Investment Management
New York
$21K +$24.1K +600 New
PI
1499
PFS Investments
Georgia
$20.2K -$575K -14,310 -2%
BWP
1500
Baldwin Wealth Partners
Massachusetts
$20K -$4.82K -120 -18%

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.