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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 %
HSA
526
HBK Sorce Advisory
Pennsylvania
$5.62M -$26.1K -96 -0.5%
DI
527
Disciplined Investments
Oklahoma
$5.56M -$186K -684 -3%
TFA
528
TPG Financial Advisors
Oregon
$5.56M +$19.9K +73 +0.4%
MCWS
529
McKinley Carter Wealth Services
West Virginia
$5.54M -$255K -935 -4%
ACA
530
Aptus Capital Advisors
Alabama
$5.4M +$2.85M +10,466 +112%
CPA
531
Cardiff Park Advisors
California
$5.4M +$820K +3,011 +18%
CG
532
Caprock Group
Idaho
$5.38M -$71.9K -264 -1%
WSTAM
533
Wilbanks Smith & Thomas Asset Management
Virginia
$5.34M +$93.4K +343 +2%
TA
534
Tiedemann Advisors
New York
$5.33M +$3K +11 +0.1%
PPC
535
Park Place Capital
Alabama
$5.32M -$45.5K -167 -0.8%
RCA
536
Riverview Capital Advisers
Massachusetts
$5.3M +$77.9K +286 +1%
OPCM
537
Osborne Partners Capital Management
California
$5.26M -$82K -301 -2%
GWM
538
Geneos Wealth Management
Colorado
$5.2M +$422K +1,548 +9%
KA
539
Kovack Advisors
Florida
$5.15M -$243K -894 -5%
DPI
540
Diversified Portfolios Inc
Michigan
$5.15M -$5.17K -19 -0.1%
MCA
541
MSH Capital Advisors
Arizona
$5.14M -$299K -1,099 -6%
KA
542
Kure Advisory
Minnesota
$5.11M +$5.11M +18,772 New
SS
543
Simplicity Solutions
Minnesota
$5.11M -$8.34M -30,611 -62%
BJL
544
Brighton Jones LLC
Washington
$5.1M +$306K +1,125 +6%
RFC
545
Regions Financial Corp
Alabama
$5.08M -$10.3K -38 -0.2%
DWM
546
Defined Wealth Management
Oregon
$5.07M -$258K -949 -5%
MAG
547
Mayfair Advisory Group
Alabama
$5.04M +$122K +434 +2%
RCAG
548
Rehmann Capital Advisory Group
Michigan
$5M -$117K -431 -2%
HCM
549
Hengehold Capital Management
Ohio
$4.97M -$27.5K -101 -0.6%
RJT
550
Raymond James Trust
Florida
$4.93M +$487K +1,789 +11%
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