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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 %
BDF
326
Black Diamond Financial
Maryland
$13.3M +$246K +905 +2%
ACM
327
Advisors Capital Management
New Jersey
$13.1M +$1.99M +7,307 +18%
MIA
328
Milestone Investment Advisors
Wisconsin
$13M +$85.5K +314 +0.7%
Vanguard Group
329
Vanguard Group
Pennsylvania
$12.9M +$4.87M +17,868 +61%
Cerity Partners
330
Cerity Partners
New York
$12.9M -$21.6M -79,476 -63%
REMPR
331
Roof Eidam Maycock Peralta (REMP)
California
$12.8M +$596K +2,189 +5%
WFA
332
Websterrogers Financial Advisors
South Carolina
$12.7M +$2.38M +8,754 +23%
AWMNH
333
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12.6M +$543K +1,994 +4%
MCM
334
Manchester Capital Management
Vermont
$12.6M +$83.1K +305 +0.7%
TC
335
TownSquare Capital
Utah
$12.5M +$212K +780 +2%
BCM
336
BTC Capital Management
Iowa
$12.5M -$77.6K -285 -0.6%
H
337
HoyleCohen
California
$12.5M +$523K +1,921 +4%
Fisher Asset Management
338
Fisher Asset Management
Washington
$12.5M +$1.06M +3,882 +9%
TCPWM
339
Traverso Chambers Private Wealth Management
California
$12.4M +$254K +933 +2%
JIC
340
Joel Isaacson & Co
New York
$12.3M +$1.66M +6,107 +16%
WAAG
341
Wealth Alliance Advisory Group
Kansas
$12.2M -$4.03M -14,785 -25%
SVCP
342
Silicon Valley Capital Partners
California
$12.2M +$71.6K +263 +0.6%
CWP
343
Cyndeo Wealth Partners
Florida
$12.2M +$499K +1,832 +4%
FFM
344
Fullerton Fund Management
Singapore
$12.1M +$3.45M +12,666 +40%
BBA
345
BLB&B Advisors
Pennsylvania
$12.1M -$174K -638 -1%
PP
346
Prosperity Planning
Missouri
$12M +$221K +811 +2%
SFG
347
Sovereign Financial Group
Connecticut
$12M +$1.41M +5,186 +13%
RA
348
RFG Advisory
Alabama
$12M -$4.61M -16,943 -28%
BCMLT
349
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9M – – –
HFW
350
Horizon Family Wealth
Illinois
$11.7M -$145K -531 -1%
12 13
14
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