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Vanguard Growth ETF
VUG

Overview Fund Activity

1,821 hedge funds and large institutions have $57.7B invested in Vanguard Growth ETF in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 752 increasing their positions, 643 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.03%
Holding in Top 10
320
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.91%
% of All Funds
5.1%
New
115
Increased
752
Reduced
643
Closed
80
Calls
$59.8M
Puts
$62.8M
Net Calls
-$3.01M
Net Calls Change
-$83.7M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$693M
2
SIS
Strategic Investment Solutions
Illinois
+$264M
3
Charles Schwab
Charles Schwab
California
+$212M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$130M
5
Morgan Stanley
Morgan Stanley
New York
+$95.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$580M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$233M
3
UCFA
United Capital Financial Advisors
Texas
-$137M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$90.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
226
Evergreen Capital Management
Washington
$22.6M -$260K -954 -1%
TCM
227
TD Capital Management
Tennessee
$22.5M -$25.1K -92 -0.1%
ASN
228
Advisory Services Network
Georgia
$22.2M +$2.7M +9,930 +14%
FPIS
229
Financial Planning & Information Services
Wisconsin
$22M -$823K -3,021 -4%
NL
230
NWAM LLC
Washington
$21.9M -$11.4M -41,919 -34%
SB
231
Strategic Blueprint
Georgia
$21.7M +$3.11M +11,404 +17%
CWM
232
Capital Wealth Management
Rhode Island
$21.5M -$390K -1,433 -2%
BF
233
Blankinship & Foster
California
$21.4M -$152K -558 -0.7%
DWA
234
Dougherty Wealth Advisers
Minnesota
$21.2M -$587K -2,157 -3%
GFWA
235
Grey Fox Wealth Advisors
Delaware
$20.9M +$1.18M +4,331 +6%
TFA
236
Tobias Financial Advisors
Florida
$20.9M -$105K -384 -0.5%
AHC
237
Anderson Hoagland & Co
Missouri
$20.6M +$10.3M +37,959 +101%
BF
238
BOK Financial
Oklahoma
$20.5M -$35.3K -132 -0.2%
DC
239
DeDora Capital
California
$20.5M +$293K +1,077 +1%
IC
240
IEQ Capital
California
$20.4M +$815K +2,993 +4%
CA
241
Cetera Advisors
Colorado
$20.3M +$1.94M +7,114 +11%
OPAM
242
Ocean Park Asset Management
California
$20.3M +$1.22M +4,465 +6%
TW
243
Towerpoint Wealth
California
$20M +$123K +451 +0.6%
WIC
244
Whitegate Investment Counselors
New Hampshire
$19.8M +$26.4K +97 +0.1%
BHWM
245
Bay Harbor Wealth Management
Maryland
$19.8M -$268K -986 -1%
PA
246
Procyon Advisors
Connecticut
$19.8M -$2.6M -9,547 -12%
EA
247
Evolution Advisers
Virginia
$19.8M +$237K +872 +1%
AAS
248
Ameritas Advisory Services
Nebraska
$19.8M +$15.4M +56,424 +354%
RWRC
249
R.W. Roge & Company
New York
$19.7M -$1.02M -3,879 -5%
WP
250
Wealthspan Partners
Iowa
$19.6M +$673K +2,472 +4%
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