Vanguard Morningstar Growth ETF
VUG
1,832 hedge funds and large institutions have $57.8B invested in Vanguard Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 752 increasing their positions, 650 reducing their positions, and 79 closing their positions.
83% more capital inflows, than outflows
Capital inflows: $4.21B | Capital outflows: $2.31B
44% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 79
16% more repeat investments, than reductions
Existing positions increased: 752 | Existing positions reduced: 650
2% more funds holding in top 10
Funds holding in top 10: 316 → 322 (+6)
0.92% more ownership
Funds ownership: 64.09% → 65.01% (+0.92%)
0% more funds holding
Funds holding: 1,824 → 1,832 (+8)
5% less call options, than puts
Call options by funds: $59.8M | Put options by funds: $62.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
+$721M |
| 2 |
Strategic Investment Solutions
Orland Park,
Illinois
|
+$264M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$221M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$136M |
| 5 |
Morgan Stanley
New York
|
+$99.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$603M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$243M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
-$143M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$105M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$94M |
VUG Hedge Fund Activity: Q3 2023 in Review
1,832 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2023, worth a combined $57.8B — down 3.6% from $60B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new VUG positions and 79 closed out — a net gain of 35 holders — while 752 added to existing stakes and 650 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $721M. The largest seller was Bank of America, cutting an estimated $603M.
- 1,832 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2023, up from 1,824 in Q2 2023.
- Funds reported $57.8B of Vanguard Morningstar Growth ETF stock for Q3 2023, down 3.6% quarter-over-quarter.
- 114 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2023 and 79 closed out, a net change of +35 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $721M added.
- The largest Vanguard Morningstar Growth ETF seller in Q3 2023 was Bank of America, an estimated $603M sold.
Based on aggregated 13F filings for Q3 2023.