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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 %
HIF
251
Hill Island Financial
Michigan
$19.1M +$133K +489 +0.7%
Brown Advisory
252
Brown Advisory
Maryland
$19.1M +$125K +459 +0.7%
Franklin Resources
253
Franklin Resources
California
$18.9M +$7.05M +25,884 +59%
FAN
254
Financial Advisors Network
California
$18.8M +$18.8M +69,222 New
HIM
255
Hanlon Investment Management
New Jersey
$18.8M -$19.6K -72 -0.1%
SIM
256
Stratos Investment Management
Ohio
$18.6M +$3.11M +11,420 +20%
BFA
257
Beaumont Financial Advisors
Massachusetts
$18.5M -$360K -1,323 -2%
NFW
258
Noble Family Wealth
Florida
$18.3M -$208K -765 -1%
FIA
259
Foundations Investment Advisors
Arizona
$18.2M +$8.17M +30,014 +81%
EWP
260
Engrave Wealth Partners
Texas
$18.2M -$17.5M -64,152 -49%
EIP
261
Ellis Investment Partners
Pennsylvania
$18.2M +$166K +609 +0.9%
FMWA
262
Forvis Mazars Wealth Advisors
Missouri
$18.1M -$949K -3,485 -5%
LFGO
263
Legacy Financial Group (Oklahoma)
Oklahoma
$18M +$527K +1,934 +3%
CFS
264
Cannon Financial Strategists
Georgia
$17.9M -$154K -566 -0.9%
GRP
265
Global Retirement Partners
California
$17.9M -$1.88M -6,873 -9%
RA
266
Rise Advisors
New York
$17.7M +$1.07M +3,937 +6%
LNC
267
Lincoln National Corp
Pennsylvania
$17.6M +$613K +2,251 +4%
AA
268
Advisory Alpha
Michigan
$17.5M -$2.74M -10,077 -14%
FTS
269
Fifth Third Securities
Ohio
$17.4M +$2.19M +8,042 +14%
FPF
270
First Pacific Financial
Washington
$17.4M -$102K -376 -0.6%
FAIM
271
Financial Advocates Investment Management
Washington
$17.3M +$921K +3,383 +6%
HWA
272
Heartwood Wealth Advisors
Virginia
$17.3M -$11.2K -41 -0.1%
SFP
273
Sandbox Financial Partners
Maryland
$17.2M +$1.36M +4,980 +9%
BMM
274
Berkshire Money Management
Massachusetts
$17.2M -$491K -1,804 -3%
WF
275
Warner Financial
Maryland
$17.1M +$125K +458 +0.7%
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