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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 %
BWM
426
Brown Wealth Management
Illinois
$8.23M +$2.88M +10,585 +54%
FA
427
FDx Advisors
Illinois
$8.21M -$1.58M -5,800 -16%
WTA
428
Washington Trust Advisors
Massachusetts
$8.18M -$60.7K -223 -0.7%
MA
429
MCF Advisors
Kentucky
$8.16M +$17.2K +63 +0.2%
CWM
430
Cranbrook Wealth Management
Michigan
$8.13M -$401K -1,472 -5%
SFG
431
SNS Financial Group
Minnesota
$8.1M -$179K -658 -2%
HWM
432
Hohimer Wealth Management
Washington
$8.06M +$2.54M +9,322 +46%
FLA
433
Financial Life Advisors
Texas
$8.04M -$69.2K -254 -0.9%
WHG
434
Westwood Holdings Group
Texas
$7.95M -$280K -1,027 -3%
PBF
435
Petix & Botte Financial
California
$7.92M -$156K -573 -2%
LC
436
Lindbrook Capital
California
$7.9M +$664K +2,437 +9%
ECA
437
Elevated Capital Advisors
Utah
$7.87M +$957K +3,513 +14%
AM
438
AGF Management
Ontario, Canada
$7.85M -$35.9K -132 -0.5%
AIA
439
Angeles Investment Advisors
California
$7.82M -$701K -2,573 -8%
Koshinski Asset Management
440
Koshinski Asset Management
Illinois
$7.82M +$128K +469 +2%
SFA
441
Semmax Financial Advisors
North Carolina
$7.81M +$7.81M +27,082 New
SHWM
442
Smith & Howard Wealth Management
Georgia
$7.8M -$1.74M -6,402 -18%
D
443
Dentgroup
Louisiana
$7.79M -$215K -790 -3%
CFG
444
Citizens Financial Group
Rhode Island
$7.68M +$468K +1,717 +6%
CWM
445
Congress Wealth Management
Massachusetts
$7.66M +$7.66M +28,112 New
NEWAS
446
N.E.W. Advisory Services
Wisconsin
$7.63M -$162K -594 -2%
KDA
447
Kraft Davis & Associates
Missouri
$7.62M -$90.4K -336 -1%
SCM
448
SCS Capital Management
Massachusetts
$7.55M -$339K -1,245 -4%
CS
449
Comerica Securities
Michigan
$7.5M -$445K -1,634 -6%
KWM
450
Kingsview Wealth Management
Oregon
$7.45M +$1.04M +3,809 +16%
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