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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 %
HCM
301
Howard Capital Management
Georgia
$15M -$127K -466 -0.8%
SC
302
Scotia Capital
Ontario, Canada
$14.9M +$31.9K +117 +0.2%
NOI
303
Newton One Investments
Delaware
$14.7M +$139K +512 +1%
CA
304
CoreCap Advisors
Michigan
$14.7M -$3.58M -13,139 -20%
SFM
305
Signet Financial Management
New Jersey
$14.6M -$92K -338 -0.6%
MSA
306
Marino Stram & Associates
Massachusetts
$14.4M +$279K +1,026 +2%
IWC
307
Integrated Wealth Concepts
Massachusetts
$14.3M +$558K +2,048 +4%
KBFS
308
Kohmann Bosshard Financial Services
Ohio
$14.2M +$568K +2,086 +4%
E
309
ETFidea
New York
$14.2M -$51.7K -190 -0.4%
PWMG
310
Prestige Wealth Management Group
New Jersey
$14.2M -$2.06M -7,577 -13%
CB
311
Commerce Bank
Missouri
$14M -$585K -2,149 -4%
MCM
312
MAI Capital Management
Ohio
$14M +$3.23M +11,878 +30%
TDWM
313
Topel & Distasi Wealth Management
California
$14M -$700K -2,572 -5%
IWP
314
IAG Wealth Partners
Wisconsin
$14M +$190K +696 +1%
EWA
315
Exencial Wealth Advisors
Oklahoma
$14M +$117K +428 +0.8%
IWA
316
IVC Wealth Advisors
Pennsylvania
$13.9M -$146K -537 -1%
FI
317
Financial Insights
Washington
$13.8M -$1.41M -5,276 -9%
RIA
318
Regal Investment Advisors
Michigan
$13.8M -$54.5K -200 -0.4%
GA
319
GoalVest Advisory
New York
$13.7M +$2.71M +9,935 +25%
BSSFA
320
Baron Silver Stevens Financial Advisors
Florida
$13.5M -$269K -988 -2%
DWP
321
Destiny Wealth Partners
Florida
$13.5M +$803K +2,950 +6%
CSPAM
322
Cary Street Partners Asset Management
Virginia
$13.5M +$3.88M +20,298 +41%
MBTD
323
Mechanics Bank - Trust Department
California
$13.4M -$342K -1,255 -2%
JWCA
324
J.W. Cole Advisors
Florida
$13.4M +$1.16M +4,257 +9%
Neuberger Berman Group
325
Neuberger Berman Group
New York
$13.4M -$92.3K -339 -0.7%
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