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Vanguard Growth ETF
VUG

Overview Fund Activity

1,710 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 671 increasing their positions, 625 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
+46
Holders Change %
+2.76%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.67%
New
168
Increased
671
Reduced
625
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$601M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$206M
3
RIA
Retirement Investment Advisors
Oklahoma
+$84.5M
4
PPFA
Provida Pension Fund Administrator
Chile
+$81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$130M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
3
LPL Financial
LPL Financial
California
-$72.3M
4
Morgan Stanley
Morgan Stanley
New York
-$66.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BST
476
Bath Savings Trust
Maine
$5.79M +$165K +663 +3%
NAMP
477
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.75M +$363K +1,455 +7%
SB
478
Simmons Bank
Arkansas
$5.73M -$335K -1,344 -6%
ECA
479
Elevated Capital Advisors
Utah
$5.73M +$443K +1,775 +8%
YWM
480
Yoder Wealth Management
California
$5.72M +$5.72M +22,944 New
RBC
481
Romano Brothers & Co
Illinois
$5.72M -$24.7K -99 -0.4%
WCM
482
Windham Capital Management
Massachusetts
$5.71M -$3.08M -12,347 -35%
RA
483
Riversedge Advisors
Delaware
$5.7M -$13K -52 -0.2%
EFG
484
Everhart Financial Group
Ohio
$5.7M +$319K +1,280 +6%
VC
485
Vicus Capital
Pennsylvania
$5.69M -$1.15M -4,621 -17%
NRI
486
NFP Retirement Inc
California
$5.66M -$89.8K -360 -2%
IPW
487
Intergy Private Wealth
Colorado
$5.63M +$391K +1,567 +7%
DI
488
Disciplined Investments
Oklahoma
$5.53M -$3.49K -14 -0.1%
WRTC
489
Wind River Trust Company
Wyoming
$5.53M – – –
VWA
490
Visionary Wealth Advisors
Illinois
$5.48M +$725K +2,906 +15%
KWM
491
Kingsview Wealth Management
Oregon
$5.45M +$43.7K +175 +0.8%
HA
492
Hofer & Associates
California
$5.41M -$21.7K -102 -0.4%
CIBC Private Wealth Group
493
CIBC Private Wealth Group
Georgia
$5.4M -$805K -5,134 -13%
MCWS
494
McKinley Carter Wealth Services
West Virginia
$5.39M +$5.99K +24 +0.1%
QWM
495
Quaker Wealth Management
New Jersey
$5.38M +$5.38M +21,564 New
LB
496
Leo Brokerage
Texas
$5.34M +$5.34M +21,426 New
WFA
497
Wells Financial Advisors
Massachusetts
$5.28M -$22.4K -90 -0.4%
BIP
498
Blueprint Investment Partners
North Carolina
$5.25M +$455K +1,823 +9%
HSA
499
HBK Sorce Advisory
Pennsylvania
$5.2M -$5.55M -22,263 -52%
HCM
500
Hollencrest Capital Management
California
$5.13M +$8.98K +36 +0.2%
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