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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 %
SW
576
SVB Wealth
Massachusetts
$3.78M -$794K -3,185 -17%
CFA
577
CWS Financial Advisors
Michigan
$3.77M +$1.96M +7,848 +108%
PBF
578
Petix & Botte Financial
California
$3.77M +$3.77M +15,100 New
LPAM
579
Lodestar Private Asset Management
California
$3.76M -$457K -1,833 -11%
WAP
580
Wealthcare Advisory Partners
Pennsylvania
$3.75M +$646K +2,589 +21%
JIC
581
Johnson Investment Counsel
Ohio
$3.72M -$164K -657 -4%
BMCM
582
Bryn Mawr Capital Management
Pennsylvania
$3.71M +$13K +52 +0.4%
TWP
583
Transparent Wealth Partners
Arkansas
$3.68M -$164K -658 -4%
PAS
584
Park Avenue Securities
New York
$3.68M +$170K +680 +5%
DWM
585
Dakota Wealth Management
Florida
$3.67M -$101K -404 -3%
CF
586
Centaurus Financial
California
$3.65M +$498K +1,995 +16%
PFBT
587
Parkside Financial Bank & Trust
Missouri
$3.64M +$382K +1,532 +12%
BFG
588
Beacon Financial Group
Texas
$3.63M -$247 -1 -0%
PD
589
Planning Directions
Pennsylvania
$3.63M +$158K +632 +5%
CRC
590
Curi RMB Capital
Illinois
$3.63M +$326K +1,306 +10%
IFWM
591
Institute for Wealth Management
Colorado
$3.61M -$50.6K -203 -1%
RWP
592
Revolve Wealth Partners
New Jersey
$3.61M +$91.8K +368 +3%
LFAS
593
Level Four Advisory Services
Texas
$3.6M -$182K -730 -5%
BC
594
Barrett & Company
Rhode Island
$3.6M +$171K +686 +5%
LHEI
595
Leo H. Evart Inc
California
$3.57M -$155K -621 -4%
DSA
596
Droms Strauss Advisors
Missouri
$3.57M +$41.2K +165 +1%
JFA
597
JNBA Financial Advisors
Minnesota
$3.57M +$614K +2,460 +21%
ECG
598
Edge Capital Group
Georgia
$3.56M +$2.41M +9,676 +210%
WAS
599
WESPAC Advisors SoCal
California
$3.54M +$11.7K +47 +0.3%
SFP
600
Strategic Financial Partners
Oregon
$3.54M -$66.9K -268 -2%
22 23
24
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