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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
WCG
1601
Weaver Consulting Group
California
-$213K -5,730 Closed
BO
1602
BRR OpCo
Ohio
-$212K -5,700 Closed
SGA
1603
Sustainable Growth Advisers
Connecticut
-$210K -5,658 Closed
SCA
1604
Stillwater Capital Advisors
Pennsylvania
-$209K -5,616 Closed
ST
1605
Spinnaker Trust
Maine
-$208K -5,598 Closed
LPT
1606
Legacy Private Trust
Wisconsin
-$205K -5,520 Closed
FFP
1607
Forbes Financial Planning
Rhode Island
-$204K -5,484 Closed
CWM
1608
Centric Wealth Management
Illinois
-$203K -5,478 Closed
PWM
1609
PRW Wealth Management
Massachusetts
-$203K -5,472 Closed
WFS
1610
Weitzel Financial Services
Iowa
-$203K -5,466 Closed
CCA
1611
Cadent Capital Advisors
Oklahoma
-$203K -5,454 Closed
DFC
1612
DBK Financial Counsel
Ohio
-$202K -5,448 Closed
MCM
1613
Mitchell Capital Management
Kansas
-$202K -5,430 Closed
PWA
1614
Primoris Wealth Advisors
Florida
-$203K -5,430 Closed
Chevy Chase Trust
1615
Chevy Chase Trust
Maryland
-$200K -5,388 Closed
ORC
1616
O'Rourke & Company
Massachusetts
-$200K -5,388 Closed
KM
1617
Kalos Management
Georgia
-$200K -5,352 Closed
CRWM
1618
Castle Rock Wealth Management
California
-$203K -5,184 Closed
NEPWA
1619
New England Private Wealth Advisors
Massachusetts
-$246K -5,130 Closed
SIAG
1620
Safeguard Investment Advisory Group
California
-$229K -4,794 Closed
FBC
1621
Fairfield, Bush & Co
Connecticut
-$162K -4,350 Closed
JPLA
1622
Joseph P. Lucia & Associates
New York
-$155K -4,170 Closed
TCWM
1623
Total Clarity Wealth Management
Illinois
-$154K -4,158 Closed
TWP
1624
TFO Wealth Partners
Ohio
-$124K -3,330 Closed
BFG
1625
Baron Financial Group
New Jersey
-$116K -3,114 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.