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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 %
PRWA
376
Platte River Wealth Advisors
Colorado
$10.4M – – –
LRIA
377
Leonard Rickey Investment Advisors
Washington
$10.3M +$2.81M +10,336 +38%
CFGS
378
Concourse Financial Group Securities
Alabama
$10.3M -$9.8K -36 -0.1%
AAMA
379
Advanced Asset Management Advisors
Ohio
$10.1M – – –
Wealthfront Advisers
380
Wealthfront Advisers
California
$10.1M +$1.38M +5,082 +16%
M&T Bank
381
M&T Bank
New York
$10M +$1.9M +6,978 +23%
MA
382
MONECO Advisors
Connecticut
$10M +$208K +763 +2%
FCI
383
Financial Counselors Inc
Kansas
$9.85M -$59.1K -217 -0.6%
CCA
384
Cora Capital Advisors
New Jersey
$9.66M +$243K +892 +3%
HWMG
385
Hurlow Wealth Management Group
Indiana
$9.65M -$9.53K -35 -0.1%
2L
386
25 LLC
Missouri
$9.59M +$14.2K +52 +0.1%
HWM
387
Howard Wealth Management
Connecticut
$9.54M +$85K +312 +0.9%
BA
388
Bristlecone Advisors
Washington
$9.53M -$153K -563 -2%
QCM
389
QRG Capital Management
Illinois
$9.52M +$9.52M +34,960 New
FHA
390
Flagship Harbor Advisors
Massachusetts
$9.46M -$449K -1,649 -5%
LIG
391
Lokken Investment Group
Delaware
$9.41M +$99.7K +366 +1%
CGL
392
Clarius Group LLC
Washington
$9.4M -$181K -666 -2%
GAM
393
Gemmer Asset Management
California
$9.39M -$3K -11 -0%
NW
394
NewEdge Wealth
Pennsylvania
$9.38M +$546K +2,006 +6%
CSWM
395
Cassady Schiller Wealth Management
Ohio
$9.35M +$449K +1,647 +5%
SWP
396
Stratos Wealth Partners
Ohio
$9.28M +$1.06M +3,904 +13%
NAS
397
Nicolet Advisory Services
Wisconsin
$9.25M -$96.7K -354 -1%
OW
398
Olistico Wealth
Oklahoma
$9.24M +$371K +1,363 +4%
Mirae Asset Global Investments
399
Mirae Asset Global Investments
South Korea
$9.18M +$1.09M +4,000 +13%
GCP
400
Gill Capital Partners
Colorado
$9.16M +$103K +377 +1%
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