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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 %
CWAG
651
Compton Wealth Advisory Group
Virginia
$3.46M +$3.46M +12,712 New
SW
652
SVB Wealth
Massachusetts
$3.43M +$127K +467 +4%
WS
653
Wedbush Securities
California
$3.4M +$220K +809 +7%
GLA
654
Great Lakes Advisors
Illinois
$3.36M +$68.4K +251 +2%
ST
655
Smithfield Trust
Pennsylvania
$3.33M -$933K -3,426 -22%
B
656
Bridgeworth
Alabama
$3.32M -$171K -627 -5%
SFS
657
Security Financial Services
Indiana
$3.32M -$457K -1,680 -12%
AAMC
658
Asset Allocation & Management Company
Illinois
$3.32M – – –
KFA
659
Kelleher Financial Advisors
New York
$3.31M -$21.8K -80 -0.7%
LFA
660
Laraway Financial Advisors
Minnesota
$3.28M -$93.7K -344 -3%
GWSG
661
GPS Wealth Strategies Group
Colorado
$3.28M +$183K +672 +6%
Twin Tree Management
662
Twin Tree Management
Texas
$3.27M +$3.27M +12,002 New
Prudential Financial
663
Prudential Financial
New Jersey
$3.26M -$1.3M -4,761 -28%
RG
664
Retirement Group
California
$3.24M -$14.4K -53 -0.4%
NCM
665
NCM Capital Management
New Jersey
$3.22M -$218K -802 -6%
UBV
666
United Bank (Virginia)
Virginia
$3.19M -$74.9K -275 -2%
DWT
667
Dorsey & Whitney Trust
South Dakota
$3.17M -$354K -1,301 -10%
LIM
668
Leavell Investment Management
Alabama
$3.17M -$519K -1,904 -14%
AC
669
Avory & Company
Florida
$3.17M -$2.72M -10,000 -46%
GFPC
670
Global Financial Private Client
Florida
$3.16M – – –
KIA
671
KCM Investment Advisors
California
$3.15M -$191K -700 -6%
GWMIA
672
Global Wealth Management Investment Advisory
Florida
$3.14M -$187K -687 -6%
FFN
673
Focus Financial Network
Minnesota
$3.14M +$143K +525 +5%
FWI
674
Facet Wealth Inc
Maryland
$3.14M +$2.89M +10,803 +1,169%
PP
675
Prudential plc
United Kingdom
$3.13M -$76.2K -280 -2%
25 26
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