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
AFS
1501
Annapolis Financial Services
Maryland
$20K
ASBI
1502
American State Bank (Iowa)
Iowa
$19K
ANBT
1503
American National Bank & Trust
Texas
$19K
BCM
1504
Bourgeon Capital Management
Connecticut
$19K +$2.65K +66 +14%
LF
1505
Lee Financial
Texas
$16K
LWCFA
1506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
UIA
1507
Ulland Investment Advisors
Minnesota
$15K
CJL
1508
Cyrus J. Lawrence
New York
$12K
EWM
1509
Endurance Wealth Management
Rhode Island
$12K
JWA
1510
JFS Wealth Advisors
Pennsylvania
$11K
MFT
1511
Moisand Fitzgerald Tamayo
Florida
$11K
BCM
1512
Blume Capital Management
California
$10K
PCFFS
1513
Pacific Center for Financial Services
California
$10K
PPWM
1514
PFG Private Wealth Management
Florida
$10K
CWA
1515
Clearview Wealth Advisors
Oregon
$9K
WA
1516
Win Advisors
Florida
$9K
CIM
1517
Contravisory Investment Management
Massachusetts
$8K
MWM
1518
Mascoma Wealth Management
New Hampshire
$8K
BSSFA
1519
Baron Silver Stevens Financial Advisors
Florida
$7.08K +$359K +8,922 +3%
AF
1520
Affiance Financial
Minnesota
$7K
AWM
1521
AllSquare Wealth Management
New York
$7K
FPFS
1522
First Personal Financial Services
North Carolina
$7K
IFA
1523
Interactive Financial Advisors
Illinois
$7K
PSB
1524
Piscataqua Savings Bank
New Hampshire
$7K
FHC
1525
First Heartland Consultants
Missouri
$6.28K +$182K +4,518 +3%

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.