Vanguard Morningstar Growth ETF
VUG
1,634 hedge funds and large institutions have $51.7B invested in Vanguard Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 659 increasing their positions, 587 reducing their positions, and 120 closing their positions.
78% more call options, than puts
Call options by funds: $56.2M | Put options by funds: $31.5M
12% more repeat investments, than reductions
Existing positions increased: 659 | Existing positions reduced: 587
1.08% more ownership
Funds ownership: 373.94% → 375.02% (+1.1%)
2% less funds holding
Funds holding: 1,675 → 1,634 (-41)
8% less capital invested
Capital invested by funds: $56.3B → $51.7B (-$4.58B)
12% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 120
13% less funds holding in top 10
Funds holding in top 10: 296 → 258 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$689M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$469M |
| 3 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
+$261M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$160M |
| 5 |
Morgan Stanley
New York
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$209M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$74.5M |
| 3 |
CHP
Cable Hill Partners
Portland,
Oregon
|
-$62.4M |
| 4 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$61M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$50.6M |
VUG Hedge Fund Activity: Q1 2022 in Review
1,634 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 8.1% from $56.3B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of VUG and 106 opened new positions — a net loss of 14 holders — while 587 trimmed existing stakes and 659 added.
The largest buyer was Jones Financial Companies, adding an estimated $689M. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.
- 1,634 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2022, down from 1,675 in Q4 2021.
- Funds reported $51.7B of Vanguard Morningstar Growth ETF stock for Q1 2022, down 8.1% quarter-over-quarter.
- 106 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2022 and 120 closed out, a net change of -14 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q1 2022 was Jones Financial Companies, an estimated $689M added.
- The largest Vanguard Morningstar Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.
Based on aggregated 13F filings for Q1 2022.