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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
CWP
1626
Concord Wealth Partners
Virginia
-$114K -3,066 Closed
FBT
1627
First Bank & Trust
South Dakota
-$95K -2,556 Closed
GKIM
1628
GW&K Investment Management
Massachusetts
-$93K -2,496 Closed
AIP
1629
Ahrens Investment Partners
Louisiana
-$73K -1,968 Closed
RCM
1630
Regency Capital Management
Hawaii
-$72K -1,932 Closed
BWM
1631
BigSur Wealth Management
Florida
-$67K -1,794 Closed
BMD
1632
Better Money Decisions
New Mexico
-$64K -1,734 Closed
1IA
1633
1834 Investment Advisors
Wisconsin
-$60K -1,608 Closed
GFP
1634
Gryphon Financial Partners
Ohio
-$41K -1,104 Closed
CAGAS
1635
Capital Advisory Group Advisory Services
Minnesota
-$42K -870 Closed
CICI
1636
Capital Investment Counsel Inc
North Carolina
-$32K -852 Closed
SFG
1637
Steward Financial Group
Texas
-$30K -810 Closed
AWM
1638
Activest Wealth Management
Florida
-$21K -564 Closed
CB
1639
CNB Bank
Pennsylvania
-$17K -468 Closed
Qube Research & Technologies (QRT)
1640
Qube Research & Technologies (QRT)
United Kingdom
-$14K -372 Closed
PAI
1641
Pittenger & Anderson Inc
Nebraska
-$8K -216 Closed
OLVIG
1642
Oliver Lagore Vanvalin Investment Group
Michigan
-$7K -198 Closed
BW
1643
Bison Wealth
Georgia
-$7K -180 Closed
NL
1644
NVWM LLC
Pennsylvania
-$1K -36 Closed
SC
1645
SouthState Corp
Florida
-$1K -36 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.