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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 %
DWMS
351
Dominguez Wealth Management Solutions
Virginia
$11.7M -$9.26K -34 -0.1%
JFA
352
JNBA Financial Advisors
Minnesota
$11.6M +$2.86M +10,498 +33%
DT
353
Daniels + Tansey
Delaware
$11.6M +$5.17M +37,454 +81%
FF
354
Francis Financial
$11.6M +$1.63M +5,987 +16%
GWM
355
Gray Wealth Management
Maine
$11.5M +$1.17M +4,284 +11%
PA
356
Planning Alternatives
Michigan
$11.4M – – –
MSA
357
McAlister Sweet & Associates
Texas
$11.2M +$177K +651 +2%
MWM
358
Meridian Wealth Management
Kentucky
$11.2M +$957K +3,513 +9%
KCM
359
Kennicott Capital Management
California
$11.2M -$23.9M -87,666 -68%
DFG
360
Delta Financial Group
New Jersey
$11.2M +$11.2M +41,029 New
LFP
361
Leeward Financial Partners
Washington
$11.2M +$2.11M +7,764 +23%
FA
362
FC Advisory
Pennsylvania
$11.2M +$99.4K +365 +0.9%
TCA
363
Taconic Capital Advisors
New York
$11.2M +$272K +1,000 +3%
RA
364
Rodgers & Associates
Pennsylvania
$11.1M +$1.87M +6,880 +20%
DI
365
DDFG Inc
California
$11.1M -$926K -3,399 -8%
AF
366
Advisornet Financial
Minnesota
$11M +$2.37M +8,695 +27%
IAG
367
Investment Advisory Group
Massachusetts
$11M +$258K +947 +2%
AG
368
Ascent Group
Virginia
$10.9M -$168K -594 -2%
GDP
369
Great Diamond Partners
Maine
$10.8M -$19.3K -71 -0.2%
FH
370
FWG Holdings
Florida
$10.6M +$24K +89 +0.2%
MA
371
Mutual Advisors
Nebraska
$10.6M -$347K -1,275 -3%
SWA
372
Safir Wealth Advisors
New Hampshire
$10.6M -$223K -820 -2%
BCA
373
Bay Colony Advisors
Massachusetts
$10.6M +$395K +1,451 +4%
HI
374
Harbour Investments
Wisconsin
$10.5M +$750K +2,756 +8%
LSPW
375
Lake Street Private Wealth
Illinois
$10.5M +$198K +726 +2%
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