Vanguard Morningstar Growth ETF
VUG
1,635 hedge funds and large institutions have $51.7B invested in Vanguard Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 660 increasing their positions, 587 reducing their positions, and 120 closing their positions.
95% more capital inflows, than outflows
Capital inflows: $3.39B | Capital outflows: $1.74B
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: 660 | Existing positions reduced: 587
0.18% more ownership
Funds ownership: 62.35% → 62.53% (+0.18%)
3% less funds holding
Funds holding: 1,677 → 1,635 (-42)
13% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 120
13% less funds holding in top 10
Funds holding in top 10: 297 → 259 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$689M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$469M |
| 3 |
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 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$209M |
| 2 |
Balentine LLC
Atlanta,
Georgia
|
-$74.5M |
| 3 |
Cable Hill Partners
Portland,
Oregon
|
-$62.4M |
| 4 |
Cambridge Associates
Boston,
Massachusetts
|
-$61M |
| 5 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$50.6M |
VUG Hedge Fund Activity: Q1 2022 in Review
1,635 of the 6,364 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 105 opened new positions — a net loss of 15 holders — while 587 trimmed existing stakes and 660 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.
- 1,635 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2022, down from 1,677 in Q4 2021.
- Funds reported $51.7B of Vanguard Morningstar Growth ETF stock for Q1 2022, down 8.1% quarter-over-quarter.
- 105 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 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.