VUG icon

Vanguard Growth ETF
VUG

Overview Fund Activity

1,710 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 671 increasing their positions, 625 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
+46
Holders Change %
+2.76%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.67%
New
168
Increased
671
Reduced
625
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$10.8B
2
CIAS
CBIZ Investment Advisory Services
Ohio
$214M
3
RIA
Retirement Investment Advisors
Oklahoma
$116M
4
PPFA
Provida Pension Fund Administrator
Chile
$82M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$19.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$458M
3
LPL Financial
LPL Financial
California
$1.04B
4
Morgan Stanley
Morgan Stanley
New York
$2.97B
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
226
Bay Harbor Wealth Management
Maryland
$18.9M -$1.2M -4,796 -6%
NL
227
NWAM LLC
Washington
$18.9M -$5.66M -22,679 -23%
EA
228
Evolution Advisers
Virginia
$18.6M +$519K +2,081 +3%
TW
229
Towerpoint Wealth
California
$18.5M +$639K +2,563 +4%
CAM
230
Clark Asset Management
New Hampshire
$18.5M +$2.69M +10,788 +17%
RSWM
231
Robertson Stephens Wealth Management
California
$18.4M +$1.45M +5,812 +9%
CAM
232
Cresset Asset Management
Illinois
$18.4M -$5.12M -20,514 -22%
CIAS
233
CFS Investment Advisory Services
New Jersey
$18.3M +$18.3M +73,489 New
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$18.3M -$333K -1,335 -2%
DC
235
DeDora Capital
California
$18.2M +$725K +2,908 +4%
BF
236
BOK Financial
Oklahoma
$18.1M -$4.49M -18,019 -20%
WIC
237
Whitegate Investment Counselors
New Hampshire
$18M -$227K -910 -1%
CG
238
Colony Group
Massachusetts
$17.6M +$2.68M +10,727 +18%
BFA
239
Beaumont Financial Advisors
Massachusetts
$17.6M -$928K -3,722 -5%
CFS
240
Cannon Financial Strategists
Georgia
$17.4M +$1.88M +7,532 +12%
OPAM
241
Ocean Park Asset Management
California
$17.4M +$17.4M +69,700 New
AAP
242
Arax Advisory Partners
Colorado
$17.2M +$488K +1,956 +3%
NFW
243
Noble Family Wealth
Florida
$17.2M +$17.2M +68,767 New
RA
244
Rise Advisors
New York
$17.2M +$1.23M +4,950 +8%
SCP
245
Stevens Capital Partners
Nebraska
$17.1M +$837K +3,356 +5%
HIF
246
Hill Island Financial
Michigan
$17.1M +$1.66M +6,671 +11%
GVAG
247
Great Valley Advisor Group
Delaware
$17.1M -$59.4K -238 -0.3%
IC
248
IEQ Capital
California
$17M +$89.1K +357 +0.5%
WP
249
Wealthspan Partners
Iowa
$16.9M +$131K +525 +0.8%
PFS
250
Prospera Financial Services
Texas
$16.7M +$9.29M +37,225 +126%
8 9
10
11 12