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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 %
CIA
626
Choate Investment Advisors
Massachusetts
$3.77M +$2.46M +9,034 +187%
SFP
627
Strategic Financial Partners
Oregon
$3.72M -$14.2K -52 -0.4%
DCM
628
Donaldson Capital Management
Indiana
$3.71M +$205K +753 +6%
NPF
629
Norris Perne & French
Michigan
$3.71M +$89.6K +329 +2%
IFWM
630
Institute for Wealth Management
Colorado
$3.7M -$43K -158 -1%
DWM
631
Dakota Wealth Management
Florida
$3.68M -$370K -1,360 -9%
BWM
632
Birchcreek Wealth Management
Ohio
$3.68M +$79.5K +292 +2%
VFA
633
Valeo Financial Advisors
Indiana
$3.68M +$2.02M +7,414 +121%
Millennium Management
634
Millennium Management
New York
$3.68M +$3.68M +13,521 New
RWP
635
Revolve Wealth Partners
New Jersey
$3.66M -$58.5K -215 -2%
MMA
636
Miracle Mile Advisors
California
$3.66M -$582K -2,137 -14%
CRC
637
Curi RMB Capital
Illinois
$3.65M – – –
1WM
638
1900 Wealth Management
Texas
$3.63M -$233K -856 -6%
KL
639
KWMG LLC
Kansas
$3.63M +$94.8K +348 +3%
IF
640
Intrua Financial
Texas
$3.62M -$59.1K -217 -2%
CPW
641
Catalyst Private Wealth
California
$3.61M +$186K +683 +5%
BMCM
642
Bryn Mawr Capital Management
Pennsylvania
$3.61M -$456K -1,676 -11%
WWM
643
Western Wealth Management
Colorado
$3.6M +$110K +405 +3%
FC
644
Forte Capital
New York
$3.6M -$36.5K -134 -1%
TFCP
645
Twin Focus Capital Partners
Massachusetts
$3.6M +$631K +2,319 +21%
LHEI
646
Leo H. Evart Inc
California
$3.57M -$331K -1,216 -8%
SFPM
647
Sensible Financial Planning & Management
Massachusetts
$3.56M – – –
GJIA
648
Glass Jacobson Investment Advisors
Maryland
$3.52M -$99.4K -365 -3%
AWA
649
Aaron Wealth Advisors
Illinois
$3.5M +$3.5M +12,838 New
PCIA
650
Prime Capital Investment Advisors
Kansas
$3.48M +$323K +1,188 +10%
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