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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
NDSI
1551
Newman Dignan & Sheerar Inc
Rhode Island
$1.46K -$21.7K -540 -1%
IAS
1552
IMA Advisory Services
Colorado
$1K
MIM
1553
Macroview Investment Management
Maryland
$1K
TFA
1554
Transamerica Financial Advisors
Florida
$1K
PCA
1555
Providence Capital Advisors
North Carolina
$1K +$1.69K +42 New
EWM
1556
Executive Wealth Management
Michigan
$427 -$327K -8,124 -76%
APS
1557
American Planning Services
Florida
$292 -$580K -14,424 -100%
WIM
1558
Westside Investment Management
California
$268 +$24.1K +600 +9%
Bank of Nova Scotia
1559
Bank of Nova Scotia
Ontario, Canada
-$48.5M -1,304,400 Closed
BRC
1560
Bell Rock Capital
Delaware
-$35.1M -943,620 Closed
FFC
1561
Fure Financial Corporation
Minnesota
-$21.4M -576,768 Closed
RFM
1562
Royal Fund Management
Florida
-$13.2M -354,306 Closed
E
1563
Ergoteles
New York
-$13M -350,796 Closed
CCWA
1564
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$3.34M -89,808 Closed
BFAG
1565
Blackston Financial Advisory Group
Florida
-$2.87M -73,386 Closed
EFSCE
1566
Enterprise Financial Services Corp (EFSC)
Missouri
-$2.5M -67,374 Closed
CCP
1567
Corient Capital Partners
California
-$2.24M -60,348 Closed
KCM
1568
Karp Capital Management
California
-$1.93M -51,930 Closed
ARC
1569
Advisor Resource Council
Texas
-$1.77M -47,640 Closed
SAM
1570
Stringer Asset Management
Tennessee
-$1.4M -37,782 Closed
CF
1571
Cantor Fitzgerald
New York
-$1.3M -34,992 Closed
CAN
1572
Claraphi Advisory Network
United States
-$1.08M -29,166 Closed
MIS
1573
Morningstar Investment Services
Illinois
-$1.01M -26,826 Closed
MBT
1574
Montecito Bank & Trust
California
-$846K -22,776 Closed
LWMT
1575
Legacy Wealth Management (Tennessee)
Tennessee
-$811K -21,828 Closed

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.