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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 %
CPA
576
Capital Planning Advisors
California
$4.45M -$170K -626 -4%
SPA
577
Sentinel Pension Advisors
Massachusetts
$4.45M -$245K -901 -5%
CCWA
578
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.45M -$941K -3,457 -17%
CFP
579
Curran Financial Partners
South Carolina
$4.44M +$64.8K +238 +1%
NG
580
Northstar Group
New York
$4.44M +$9.8K +36 +0.2%
EPA
581
Element Pointe Advisors
Florida
$4.41M – – –
AFM
582
Abbot Financial Management
Massachusetts
$4.4M +$189K +695 +4%
BFG
583
Beacon Financial Group
Texas
$4.38M +$127K +440 +3%
DAS
584
Dynamic Advisor Solutions
Arizona
$4.37M +$1.25M +4,580 +40%
CIC
585
Carnegie Investment Counsel
Ohio
$4.36M -$1.86M -6,837 -30%
SFO
586
Stokes Family Office
Louisiana
$4.34M -$186K -684 -4%
FCB
587
First County Bank
Connecticut
$4.34M +$3.04M +11,150 +233%
CWA
588
Canvas Wealth Advisors
Kansas
$4.3M -$185K -687 -4%
CA
589
CGN Advisors
Kansas
$4.28M +$161K +590 +4%
IA
590
Insight Advisors
Pennsylvania
$4.27M +$12.3K +45 +0.3%
FFS
591
Founders Financial Securities
Maryland
$4.24M +$515K +1,893 +14%
CCM
592
Ciovacco Capital Management
Georgia
$4.2M +$1.59M +5,831 +61%
SMC
593
Smith, Moore & Co
Missouri
$4.2M +$283K +1,038 +7%
PAS
594
Park Avenue Securities
New York
$4.17M +$157K +577 +4%
ES
595
Eagle Strategies
New York
$4.15M +$1.57M +5,783 +61%
SWM
596
Spire Wealth Management
Virginia
$4.11M -$99.4K -365 -2%
GA
597
GFS Advisors
Texas
$4.08M +$993K +3,647 +32%
CANC
598
Culbertson A N & Co
Virginia
$4.07M -$191K -702 -4%
CAG
599
Csenge Advisory Group
Florida
$4.06M +$341K +1,254 +9%
LFAS
600
Level Four Advisory Services
Texas
$4.06M +$124K +456 +3%
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