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Vanguard Growth ETF
VUG

Overview Fund Activity

1,184 hedge funds and large institutions have $40B invested in Vanguard Growth ETF in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 401 increasing their positions, 479 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+49
Holders Change %
+4.32%
% of All Funds
23.95%
Holding in Top 10
207
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.5%
% of All Funds
4.19%
New
106
Increased
401
Reduced
479
Closed
44
Calls
$165M
Puts
$66M
Net Calls
+$98.8M
Net Calls Change
+$88.3M

Top Buyers

1
DILIC
Dai-ichi Life Insurance Company
Japan
+$92.2M
2
Goldman Sachs
Goldman Sachs
New York
+$43.4M
3
BDF
Balasa Dinverno & Foltz
+$42.1M
4
EWA
EP Wealth Advisors
California
+$34.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.66B
2
Financial Engines Advisors
Financial Engines Advisors
California
-$531M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$174M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$163M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
651
Vestmark Advisory Solutions
Massachusetts
$1.01M -$99.1K -435 -9%
ATC
652
Adirondack Trust Company
New York
$1.01M – – –
BCA
653
Berman Capital Advisors
Georgia
$998K -$7.27M -31,959 -88%
WA
654
Wealth Architects
California
$995K -$102K -450 -9%
FWCM
655
Ferguson Wellman Capital Management
Oregon
$986K +$702K +3,083 +247%
CPO
656
Cerity Partners OCIO
New York
$985K +$17.1K +75 +2%
CCM
657
Coe Capital Management
Illinois
$979K -$13.7K -60 -1%
CAAS
658
Capital Asset Advisory Services
Michigan
$973K -$93.5K -411 -9%
ECG
659
Edge Capital Group
Georgia
$971K -$86.5K -380 -8%
IWP
660
Icon Wealth Partners
Texas
$971K – – –
CFA
661
CWS Financial Advisors
Michigan
$971K +$74.7K +328 +8%
MIM
662
Moseley Investment Management
Florida
$961K -$62.6K -275 -6%
WWM
663
Windsor Wealth Management
Indiana
$951K -$138K -599 -13%
BZWA
664
Blue Zone Wealth Advisors
California
$951K – – –
NSAM
665
North Star Asset Management
Wisconsin
$947K -$37.5K -165 -4%
JWM
666
Jeppson Wealth Management
California
$946K +$946K +4,156 New
CFN
667
Cordasco Financial Network
Florida
$940K +$5.46K +24 +0.6%
HDIM
668
Hanson & Doremus Investment Management
Vermont
$938K +$62.6K +275 +7%
NHC
669
Nicholas Hoffman & Company
Georgia
$937K – – –
OWM
670
Orgel Wealth Management
Wisconsin
$927K -$3.87K -17 -0.4%
RWM
671
RKL Wealth Management
Pennsylvania
$925K – – –
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$921K +$3.41K +15 +0.4%
TF
673
Trek Financial
Arizona
$916K -$31.4K -138 -3%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$915K -$53.7K -236 -6%
MCM
675
MV Capital Management
Maryland
$915K +$6.6K +29 +0.7%
25 26
27
28 29