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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 %
HIA
451
Harbor Investment Advisory
Maryland
$7.42M -$193K -710 -3%
KF
452
Krilogy Financial
Missouri
$7.4M +$16.3K +60 +0.2%
HNB
453
Huntington National Bank
Ohio
$7.39M -$7.8M – –
CF
454
Copperwynd Financial
Arizona
$7.39M -$134K -491 -2%
RBC
455
Romano Brothers & Co
Illinois
$7.35M +$600K +2,205 +9%
HSWM
456
Hubbell Strickland Wealth Management
Louisiana
$7.31M +$499K +1,831 +7%
CWM
457
Cornerstone Wealth Management
Missouri
$7.25M -$1.61M -5,902 -18%
FC
458
Fusion Capital
South Carolina
$7.21M +$36.5K +134 +0.5%
WCA
459
Waypoint Capital Advisors
Minnesota
$7.21M +$1.07M +3,914 +17%
Loomis, Sayles & Company
460
Loomis, Sayles & Company
Massachusetts
$7.21M +$5.93M +21,769 +464%
IAA
461
Ironsides Asset Advisors
North Carolina
$7.19M – – –
TYCC
462
Texas Yale Capital Corp
Florida
$7.18M -$839K -3,081 -10%
BWFA
463
Baltimore-Washington Financial Advisors
Maryland
$7.18M +$492K +1,805 +7%
WFA
464
Wellspring Financial Advisors
Ohio
$7.1M +$60 +8 +0%
SWM
465
Segment Wealth Management
Texas
$7.06M -$20.4K -75 -0.3%
CFSG
466
Clark Financial Services Group
Missouri
$7.03M -$75.4K -277 -1%
LI
467
Latigo Investments
Florida
$7M -$529K -1,943 -7%
IWM
468
IHT Wealth Management
Illinois
$6.96M -$44.7K -164 -0.6%
HA
469
Hofer & Associates
California
$6.95M +$817 +3 +0%
VBWMG
470
Von Berge Wealth Management Group
California
$6.9M -$74.3K -273 -1%
EDRIA
471
Edmonds Duncan Registered Investment Advisors
Kansas
$6.89M +$2.36M +8,670 +52%
ACM
472
AlphaStar Capital Management
North Carolina
$6.88M -$3.71M -13,642 -35%
AWM
473
Aries Wealth Management
Maine
$6.87M +$385K +1,367 +6%
EFG
474
Everhart Financial Group
Ohio
$6.77M +$199K +730 +3%
NAMP
475
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.72M +$124K +455 +2%
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