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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
+$601M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$206M
3
RIA
Retirement Investment Advisors
Oklahoma
+$84.5M
4
PPFA
Provida Pension Fund Administrator
Chile
+$81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$130M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
3
LPL Financial
LPL Financial
California
-$72.3M
4
Morgan Stanley
Morgan Stanley
New York
-$66.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
301
Ascent Group
Virginia
$12.3M +$831K +3,330 +7%
Neuberger Berman Group
302
Neuberger Berman Group
New York
$12.3M -$13.3M -53,253 -52%
RIA
303
Regal Investment Advisors
Michigan
$12.2M +$69.3K +278 +0.6%
DT
304
Daniels + Tansey
Delaware
$12M +$494K +1,982 +4%
EWA
305
Exencial Wealth Advisors
Oklahoma
$12M +$1.1M +4,405 +10%
BDF
306
Black Diamond Financial
Maryland
$12M +$227K +910 +2%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$11.9M +$748K +3,000 +7%
SS
308
Simplicity Solutions
Minnesota
$11.9M +$11.1M +44,698 +1,429%
TCPWM
309
Traverso Chambers Private Wealth Management
California
$11.9M +$85.3K +342 +0.7%
TC
310
Tenret Company
Florida
$11.7M +$896K +3,593 +8%
FI
311
Financial Insights
Washington
$11.7M +$4.87M +19,522 +71%
AWA
312
Arete Wealth Advisors
Illinois
$11.7M +$622K +2,493 +6%
BCM
313
BTC Capital Management
Iowa
$11.7M -$56.6K -227 -0.5%
SWA
314
Stratos Wealth Advisors
Ohio
$11.6M +$48.1K +193 +0.4%
WP
315
WealthShield Partners
North Carolina
$11.5M +$1.21M +4,844 +12%
BFG
316
Bleakley Financial Group
New Jersey
$11.5M -$1.85M -7,435 -14%
SVCP
317
Silicon Valley Capital Partners
California
$11.5M -$1.79M -7,194 -14%
BSSFA
318
Baron Silver Stevens Financial Advisors
Florida
$11.5M -$1.17M -4,697 -9%
HFW
319
Horizon Family Wealth
Illinois
$11.5M +$1.03M +4,146 +10%
IWP
320
IAG Wealth Partners
Wisconsin
$11.3M +$3.99M +15,991 +55%
BBA
321
BLB&B Advisors
Pennsylvania
$11.2M +$518K +2,075 +5%
MCM
322
Manchester Capital Management
Vermont
$11.2M – – –
DI
323
DDFG Inc
California
$11M -$169K -679 -2%
REMPR
324
Roof Eidam Maycock Peralta (REMP)
California
$10.7M -$129K -516 -1%
FA
325
FDx Advisors
Illinois
$10.7M – – –
11 12
13
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