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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 %
NYLIM
251
New York Life Investment Management
New York
$16.6M -$2.86M -11,476 -15%
BMM
252
Berkshire Money Management
Massachusetts
$16.6M +$188K +752 +1%
HIM
253
Hanlon Investment Management
New Jersey
$16.4M -$120K -481 -0.7%
EIP
254
Ellis Investment Partners
Pennsylvania
$16.2M +$201K +804 +1%
CA
255
Cetera Advisors
Colorado
$16.2M +$384K +1,539 +2%
VC
256
Veery Capital
Delaware
$16.2M -$622K -2,495 -4%
FPF
257
First Pacific Financial
Washington
$15.9M +$386K +1,549 +2%
HWA
258
Heartwood Wealth Advisors
Virginia
$15.9M -$193K -773 -1%
LFGO
259
Legacy Financial Group (Oklahoma)
Oklahoma
$15.8M +$213K +852 +1%
HWM
260
HFG Wealth Management
Texas
$15.7M +$15.7M +62,874 New
WF
261
Warner Financial
Maryland
$15.6M -$258K -1,034 -2%
SFI
262
SPC Financial Inc
Maryland
$15.6M +$15.2M +60,796 +3,781%
WAAG
263
Wealth Alliance Advisory Group
Kansas
$15.4M -$3.84M -15,392 -20%
RA
264
RFG Advisory
Alabama
$15.3M -$1.77M -7,090 -10%
FAIM
265
Financial Advocates Investment Management
Washington
$15.2M -$4.04M -16,208 -21%
BFA
266
Bragg Financial Advisors
North Carolina
$15.2M +$753K +3,018 +5%
RPWA
267
Regent Peak Wealth Advisors
Georgia
$15.2M -$500K -2,006 -3%
LNC
268
Lincoln National Corp
Pennsylvania
$15.1M +$1.49M +5,958 +11%
PWMG
269
Prestige Wealth Management Group
New Jersey
$15M -$225K -902 -1%
SL
270
Salomon & Ludwin
Virginia
$15M -$20K -80 -0.1%
OWA
271
Octavia Wealth Advisors
Ohio
$14.9M -$3.6M -14,433 -19%
HWM
272
HB Wealth Management
Georgia
$14.9M +$346K +1,388 +2%
APC
273
Aspire Private Capital
North Carolina
$14.8M -$722K -2,893 -5%
CFA
274
Cahill Financial Advisors
Minnesota
$14.5M +$11.9M +47,575 +448%
SIM
275
Stratos Investment Management
Ohio
$14.3M +$245K +983 +2%
9 10
11
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