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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
FHA
176
First Horizon Advisors
Tennessee
$20.1M +$126K +3,126 +0.6%
RWP
177
RWA Wealth Partners
Massachusetts
$19.6M +$4.58M +113,976 +26%
SIA
178
Schechter Investment Advisors
Michigan
$19.4M +$1.37M +34,020 +7%
FAP
179
Financial Advisory Partners
Florida
$19.2M +$329K +8,190 +2%
SWM
180
Southern Wealth Management
Texas
$19.2M -$1.76M -43,740 -8%
SAM
181
SP Asset Management
California
$19M +$1.13M +28,020 +6%
CAC
182
Certified Advisory Corp
Florida
$18.8M +$756K +18,816 +4%
ECM
183
Evergreen Capital Management
Washington
$18.8M +$406K +10,098 +2%
FAN
184
Financial Advisors Network
California
$18.7M +$190K +4,734 +0.9%
SIA
185
Strategic Investment Advisors
Michigan
$18.4M +$640K +15,930 +3%
KBFS
186
Kohmann Bosshard Financial Services
Ohio
$18.4M +$2.19M +54,390 +12%
CWM
187
Capital Wealth Management
Rhode Island
$18.2M +$777K +19,326 +4%
TCM
188
TD Capital Management
Tennessee
$18.2M -$16.2K -402 -0.1%
PA
189
PFG Advisors
Arizona
$18M +$20.3M +504,420 New
NYLIM
190
New York Life Investment Management
New York
$17.9M +$3.17M +78,984 +19%
BF
191
BOK Financial
Oklahoma
$17.8M +$2.45M +60,882 +14%
HIF
192
Hill Island Financial
Michigan
$17.5M +$534K +13,284 +3%
FMWA
193
Forvis Mazars Wealth Advisors
Missouri
$17.3M -$502K -12,486 -3%
BHWM
194
Bay Harbor Wealth Management
Maryland
$17.3M +$295K +7,344 +2%
BF
195
Blankinship & Foster
California
$17.3M -$19.8K -492 -0.1%
SVCP
196
Silicon Valley Capital Partners
California
$17.2M -$333K -8,292 -2%
RWRC
197
R.W. Roge & Company
New York
$17.2M +$387K +9,618 +2%
TFA
198
Tobias Financial Advisors
Florida
$16.9M -$424K -10,554 -2%
ACS
199
Archford Capital Strategies
Illinois
$16.8M +$43.4K +1,080 +0.2%
CG
200
Colony Group
Massachusetts
$16.7M +$1.1M +27,312 +6%

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.