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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
BC
1526
Burleson & Co
California
$6K
GC
1527
Gould Capital
Washington
$6K
HI
1528
Hoey Investments
Pennsylvania
$6K
RTC
1529
Riverview Trust Company
Washington
$6K
SAM
1530
Strategic Asset Management
Minnesota
$5K
AP
1531
Atwood & Palmer
Missouri
$4K -$175K -4,362 -97%
AW
1532
Avion Wealth
Texas
$4K
CWAF
1533
Core Wealth Advisors (Florida)
Florida
$4K
TCWA
1534
Ten Capital Wealth Advisors
Washington
$4K +$1.21K +30 +33%
BA
1535
Bellwether Advisors
Nebraska
$3K -$3.62K -90 -50%
MRCM
1536
M&R Capital Management
New Jersey
$3K -$3.62K -90 -48%
JGCM
1537
Joseph Group Capital Management
Ohio
$3K
MFC
1538
Morris Financial Concepts
South Carolina
$3K
PWM
1539
Provident Wealth Management
Tennessee
$3K
PA
1540
PSI Advisors
Florida
$3K
AP
1541
Arlington Partners
Alabama
$2K -$2.41K -60 -53%
BAM
1542
Byrne Asset Management
New Jersey
$2K
FA
1543
Faithward Advisors
Pennsylvania
$2K
LWA
1544
Lowe Wealth Advisors
Maryland
$2K
MHR
1545
Matthew Hamilton Rosenberg
$2K
OIA
1546
Optimum Investment Advisors
Illinois
$2K
WFA
1547
WestHill Financial Advisors
California
$2K
FMP
1548
Financial Management Professionals
Texas
$2K +$2.41K +60 New
FCMT
1549
Founders Capital Management (Texas)
Texas
$2K +$2.41K +60 New
MOS
1550
MGO One Seven
Ohio
$1.86K -$64.6K -1,608 -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.