VUG icon

Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
+$76.9M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$64.8M
5
VWM
Venturi Wealth Management
Texas
+$57.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$7.35B
2
Bank of America
Bank of America
North Carolina
-$586M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$333M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$147M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
626
Birchcreek Wealth Management
Ohio
$3.74M +$234K +827 +7%
KFGK
627
Keystone Financial Group (Kentucky)
Kentucky
$3.73M +$3.73M +13,172 New
SCM
628
SOL Capital Management
Maryland
$3.72M -$17K -60 -0.5%
GS
629
GTS Securities
New York
$3.71M +$3.71M +13,109 New
T
630
TRUADVICE
Florida
$3.71M +$1.24M +4,417 +50%
SFPM
631
Sensible Financial Planning & Management
Massachusetts
$3.7M – – –
KL
632
KWMG LLC
Kansas
$3.67M -$310K -1,097 -8%
DWT
633
Dorsey & Whitney Trust
South Dakota
$3.67M -$640K -2,262 -15%
LPAM
634
Lodestar Private Asset Management
California
$3.66M -$609K -2,151 -14%
DCM
635
Donaldson Capital Management
Indiana
$3.65M +$86.3K +305 +2%
B
636
Bridgeworth
Alabama
$3.63M +$54.6K +193 +2%
WWM
637
Western Wealth Management
Colorado
$3.63M -$261K -924 -7%
NCM
638
NCM Capital Management
New Jersey
$3.58M +$305K +1,079 +9%
CPW
639
Catalyst Private Wealth
California
$3.56M -$1.34M -4,723 -27%
LFA
640
Laraway Financial Advisors
Minnesota
$3.51M -$18.7K -66 -0.5%
KIA
641
KCM Investment Advisors
California
$3.47M -$89.7K -317 -3%
GWMIA
642
Global Wealth Management Investment Advisory
Florida
$3.46M -$267K -944 -7%
KFA
643
Kelleher Financial Advisors
New York
$3.46M +$27.2K +96 +0.8%
AAMC
644
Asset Allocation & Management Company
Illinois
$3.45M – – –
OCPWS
645
One Charles Private Wealth Services
Massachusetts
$3.43M +$138K +489 +4%
SW
646
SVB Wealth
Massachusetts
$3.43M -$856K -3,024 -20%
GLA
647
Great Lakes Advisors
Illinois
$3.42M -$130K -461 -4%
UBV
648
United Bank (Virginia)
Virginia
$3.39M -$1.27M -4,484 -27%
RG
649
Retirement Group
California
$3.38M +$34K +120 +1%
PP
650
Prudential plc
United Kingdom
$3.34M +$3.34M +11,790 New
24 25
26
27 28