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 %
OCPWS
601
One Charles Private Wealth Services
Massachusetts
$4.06M +$752K +2,762 +23%
CI
602
CX Institutional
Indiana
$4.04M -$2.81M -10,305 -41%
IGWM
603
ICA Group Wealth Management
Colorado
$4.04M -$224K -822 -5%
Empower Advisory Group
604
Empower Advisory Group
Colorado
$4.03M -$35.7K -131 -0.9%
VF
605
VitalStone Financial
Texas
$4.02M +$3.72M +12,881 +1,229%
KFGK
606
Keystone Financial Group (Kentucky)
Kentucky
$4.02M +$429K +1,574 +12%
VC
607
Vicus Capital
Pennsylvania
$4.01M -$2.05M -7,525 -34%
SCM
608
SOL Capital Management
Maryland
$3.99M +$405K +1,486 +11%
SPC
609
Sigma Planning Corp
Michigan
$3.97M +$132K +486 +3%
DWM
610
Dopkins Wealth Management
New York
$3.96M – – –
PD
611
Planning Directions
Pennsylvania
$3.94M +$63.7K +234 +2%
DSA
612
Droms Strauss Advisors
Missouri
$3.93M +$58.6K +215 +2%
WAS
613
WESPAC Advisors SoCal
California
$3.93M +$36.8K +135 +0.9%
WG
614
Winton Group
United Kingdom
$3.92M +$728K +2,673 +23%
WAP
615
Wealthcare Advisory Partners
Pennsylvania
$3.92M +$45.2K +166 +1%
ECG
616
Edge Capital Group
Georgia
$3.89M – – –
CK
617
Cohen Klingenstein
New York
$3.87M +$23.1K +85 +0.6%
GAM
618
Gotham Asset Management
New York
$3.86M +$76.8K +282 +2%
JIC
619
Johnson Investment Counsel
Ohio
$3.85M +$22.3K +82 +0.6%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$3.84M -$26.4K -97 -0.7%
GFG
621
Greystone Financial Group
Michigan
$3.84M +$774K +2,842 +25%
DSCM
622
Del-Sette Capital Management
New York
$3.82M +$187K +687 +5%
BC
623
Barrett & Company
Rhode Island
$3.81M -$14.4K -53 -0.4%
BRG
624
Bay Rivers Group
Virginia
$3.81M +$28K +103 +0.7%
SAG
625
Spotlight Asset Group
Illinois
$3.8M +$3.72M +13,667 +4,916%
23 24
25
26 27