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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
Fisher Asset Management
201
Fisher Asset Management
Washington
$16.4M +$9.65M +240,036 +109%
DC
202
Davenport & Co
Virginia
$16.3M +$1.57M +39,018 +9%
AA
203
Aire Advisors
California
$16.2M +$966K +24,036 +6%
IC
204
IEQ Capital
California
$16.1M -$208K -5,178 -1%
FC
205
Forte Capital
New York
$16.1M -$155K -3,846 -0.8%
SCA
206
Scott Capital Advisors
Oregon
$15.9M +$1.22M +30,306 +7%
BFA
207
Beaumont Financial Advisors
Massachusetts
$15.9M +$192K +4,782 +1%
CA
208
Crane Advisory
California
$15.8M +$18.1M +449,568 New
Two Sigma Investments
209
Two Sigma Investments
New York
$15.7M +$3.35M +83,400 +23%
WAAG
210
Wealth Alliance Advisory Group
Kansas
$15.7M +$4.92M +122,466 +39%
CAM
211
Cresset Asset Management
Illinois
$15.5M -$687K -17,082 -4%
FAIM
212
Financial Advocates Investment Management
Washington
$15.5M -$344K -8,550 -2%
BCIM
213
Bishop & Co Investment Management
Pennsylvania
$15.5M +$198K +4,914 +1%
TW
214
Towerpoint Wealth
California
$15.2M +$1.13M +28,110 +7%
AA
215
Axiom Advisory
California
$15M +$1.31M +32,532 +8%
DWA
216
Dougherty Wealth Advisers
Minnesota
$14.9M +$126K +3,144 +0.8%
BMM
217
Berkshire Money Management
Massachusetts
$14.8M -$2.16M -53,832 -11%
EA
218
Evolution Advisers
Virginia
$14.7M +$262K +6,522 +2%
WIC
219
Whitegate Investment Counselors
New Hampshire
$14.7M +$279K +6,930 +2%
WTA
220
Washington Trust Advisors
Massachusetts
$14.7M +$299K +7,440 +2%
GVAG
221
Great Valley Advisor Group
Delaware
$14.6M +$229K +5,700 +1%
DC
222
DeDora Capital
California
$14.4M +$153K +3,816 +1%
AC
223
Avory & Company
Florida
$14.3M -$3.62M -90,000 -18%
WP
224
Wealthspan Partners
Iowa
$14.2M +$699K +17,388 +5%
HIM
225
Hanlon Investment Management
New Jersey
$14.1M +$2.55M +63,396 +19%

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.