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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
Principal Financial Group
1576
Principal Financial Group
Iowa
-$810K -21,804 Closed
RWA
1577
Redhawk Wealth Advisors
Minnesota
-$629K -16,920 Closed
TCM
1578
Twele Capital Management
Minnesota
-$527K -14,178 Closed
CBN
1579
Cadence Bank NA
Texas
-$434K -11,682 Closed
ACM
1580
Ategra Capital Management
Virginia
-$413K -11,124 Closed
FZCM
1581
Flynn Zito Capital Management
New York
-$409K -11,004 Closed
RS
1582
Retirement Solution
Washington
-$408K -10,992 Closed
WSFS
1583
Wilmington Savings Fund Society
Delaware
-$362K -9,750 Closed
Charles Schwab
1584
Charles Schwab
California
-$351K -9,450 Closed
FCM
1585
Fourpath Capital Management
Oklahoma
-$341K -9,186 Closed
WWA
1586
WCG Wealth Advisors
Nevada
-$311K -8,370 Closed
CG
1587
Clarus Group
Texas
-$311K -8,364 Closed
FA
1588
Fiducient Advisors
Illinois
-$302K -8,136 Closed
FNBT
1589
FineMark National Bank & Trust
Florida
-$293K -7,884 Closed
MA
1590
MKT Advisors
California
-$285K -7,428 Closed
HAC
1591
Harbor Advisory Corp
New Hampshire
-$273K -7,338 Closed
UI
1592
Unconventional Investor
New Hampshire
-$269K -7,242 Closed
RL
1593
Retireful LLC
Michigan
-$268K -7,218 Closed
Janus Henderson Group
1594
Janus Henderson Group
United Kingdom
-$259K -6,960 Closed
KWS
1595
Keystone Wealth Services
California
-$253K -6,798 Closed
BBA
1596
Braun-Bostich & Associates
Pennsylvania
-$248K -6,684 Closed
GW
1597
GW & Wade
Massachusetts
-$247K -6,660 Closed
JC
1598
JB Capital
Connecticut
-$225K -6,060 Closed
HC
1599
Hoese & Co
Minnesota
-$223K -6,000 Closed
TTWM
1600
TCV Trust & Wealth Management
Virginia
-$223K -6,000 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.