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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 %
TWM
401
Thrive Wealth Management
Pennsylvania
$9.16M -$144K -527 -2%
LSIA
402
LaSalle St. Investment Advisors
Illinois
$9.15M +$1.39M +5,102 +18%
RWA
403
Ropes Wealth Advisors
Massachusetts
$9.13M -$3.03M -11,120 -25%
SA
404
Scarborough Advisors
Maryland
$9.11M +$1.03M +3,765 +13%
JFG
405
JMG Financial Group
Illinois
$9.09M +$234K +860 +3%
FHC
406
First Heartland Consultants
Missouri
$9.05M -$492K -1,808 -5%
SCA
407
Snowden Capital Advisors
New York
$8.98M -$2.47M -9,058 -22%
WAM
408
Worth Asset Management
Texas
$8.97M +$8.92M +32,757 +19,156%
C
409
CEDRUS
Colorado
$8.92M -$690K -2,534 -7%
CAL
410
Capital Analysts LLC
Pennsylvania
$8.86M +$527K +1,936 +6%
MPCG
411
Matrix Private Capital Group
New York
$8.83M +$378K +1,388 +4%
AA
412
Addison Advisors
Vermont
$8.81M +$765K +2,810 +10%
UB
413
UMB Bank
Missouri
$8.8M -$821K -3,014 -9%
TFG
414
Tilson Financial Group
New Jersey
$8.79M +$8.79M +32,289 New
SF
415
Synovus Financial
Georgia
$8.71M +$180K +662 +2%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$8.65M -$629K -2,310 -7%
BFG
417
Berger Financial Group
Minnesota
$8.62M +$1.04M +3,827 +14%
BSW
418
Buckingham Strategic Wealth
Missouri
$8.56M +$429K +1,576 +5%
CPRC
419
Consolidated Portfolio Review Corp
New York
$8.56M +$530K +1,946 +7%
SAG
420
SageView Advisory Group
California
$8.49M -$286K -1,051 -3%
CAL
421
Capital Advisors Ltd
Ohio
$8.47M -$15.5K -57 -0.2%
IPW
422
Impact Partnership Wealth
Georgia
$8.44M -$44.8M -164,487 -84%
GCA
423
Guardian Capital Advisors
Ontario, Canada
$8.31M +$8.31M +29,400 New
NFG
424
Nations Financial Group
Iowa
$8.3M +$434K +1,592 +6%
MFGP
425
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.26M -$467K -1,714 -5%
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