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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
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$24M +$1.37M +34,038 +5%
PPP
152
Private Portfolio Partners
New Jersey
$23.6M -$247K -6,144 -0.9%
RFA
153
Radnor Financial Advisors
Pennsylvania
$23.6M +$1.76M +43,698 +7%
SF
154
Safeguard Financial
Wisconsin
$23.6M +$9.74M +242,208 +58%
LA
155
LVW Advisors
New York
$23.5M +$992K +24,672 +4%
GSIS
156
Global Strategic Investment Solutions
Arizona
$23.5M -$35.9K -894 -0.1%
NFG
157
Nadler Financial Group
Illinois
$23.3M +$188K +4,674 +0.7%
FWP
158
Falcon Wealth Planning
California
$23.2M +$2.56M +63,696 +11%
BWM
159
Benchmark Wealth Management
Connecticut
$22.9M +$991K +24,648 +4%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$22.9M +$778K +19,362 +3%
JCM
161
Jacobsen Capital Management
Utah
$22.7M +$1.3M +32,250 +5%
GG
162
GenWealth Group
New Jersey
$22.6M -$673K -16,746 -3%
PFPT
163
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.5M -$701K -17,436 -3%
ACA
164
Affinity Capital Advisors
California
$22.4M +$983K +24,468 +4%
CPIG
165
Chicago Partners Investment Group
Illinois
$22.4M +$332K +8,250 +1%
SI
166
Stephens Inc
Arkansas
$22.2M +$2.41M +59,898 +11%
VVP
167
Venture Visionary Partners
Ohio
$21.8M +$1.17M +29,040 +5%
TPCW
168
TD Private Client Wealth
New York
$21.7M -$4.61M -114,606 -16%
MWC
169
MBM Wealth Consultants
Missouri
$21.4M +$2.39M +59,496 +11%
ODIJL
170
One Day In July LLC
Vermont
$21.2M +$2.31M +57,480 +11%
NL
171
NWAM LLC
Washington
$21.2M +$357K +8,892 +2%
BSWA
172
Bromfield Sneider Wealth Advisors
Massachusetts
$21M +$76.2K +1,896 +0.3%
CWA
173
Cornerstone Wealth Advisors
Minnesota
$20.9M +$907K +22,566 +4%
BWM
174
Brickley Wealth Management
California
$20.7M +$405K +10,086 +2%
FPIS
175
Financial Planning & Information Services
Wisconsin
$20.1M +$30.4K +756 +0.1%

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.