VUG icon

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 %
RA
501
Riversedge Advisors
Delaware
$6.14M -$38.4K -141 -0.6%
IPW
502
Intergy Private Wealth
Colorado
$6.14M -$11.2K -41 -0.2%
V
503
VeraBank
Texas
$6.13M +$443K +1,627 +8%
IA
504
IFG Advisory
Georgia
$6.09M +$181K +663 +3%
FA
505
Fountainhead AM
New Jersey
$6.04M +$373K +1,370 +7%
WFAG
506
Wescott Financial Advisory Group
Pennsylvania
$6.02M -$231K -848 -4%
DB
507
Dravo Bay
Delaware
$6M +$390K +1,432 +7%
VWA
508
Visionary Wealth Advisors
Illinois
$5.95M +$142K +521 +2%
SSB
509
Sandy Spring Bank
Maryland
$5.94M +$453K +1,662 +8%
BWM
510
Baystate Wealth Management
Massachusetts
$5.89M +$453K +1,662 +8%
HCP
511
Hexagon Capital Partners
Arkansas
$5.88M -$271K -996 -4%
WCM
512
Windham Capital Management
Massachusetts
$5.83M -$142K -521 -2%
NFP
513
NorthLanding Financial Partners
New York
$5.81M +$256K +939 +5%
YWM
514
Yoder Wealth Management
California
$5.77M -$30K -110 -0.5%
VCA
515
Verdence Capital Advisors
Maryland
$5.75M +$2.75M +10,095 +92%
T
516
TRUADVICE
Florida
$5.74M +$1.94M +6,712 +51%
WFA
517
Wells Financial Advisors
Massachusetts
$5.73M +$5.45K +20 +0.1%
WRTC
518
Wind River Trust Company
Wyoming
$5.72M – – –
AIM
519
Acropolis Investment Management
Missouri
$5.68M +$46.6K +171 +0.8%
MPW
520
MGO Private Wealth
California
$5.66M +$679K +2,495 +14%
SB
521
Simmons Bank
Arkansas
$5.65M -$294K -1,079 -5%
QWM
522
Quaker Wealth Management
New Jersey
$5.63M -$330K -1,213 -6%
GM
523
GeoWealth Management
Illinois
$5.63M +$5.59M +20,544 +16,839%
AWA
524
Arkadios Wealth Advisors
Georgia
$5.62M +$625K +2,294 +12%
HCM
525
Hollencrest Capital Management
California
$5.62M +$7.63K +28 +0.1%
19 20
21
22 23