VUG icon

Vanguard Growth ETF
VUG

Overview Fund Activity

1,710 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 671 increasing their positions, 625 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
+46
Holders Change %
+2.76%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.67%
New
168
Increased
671
Reduced
625
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$601M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$206M
3
RIA
Retirement Investment Advisors
Oklahoma
+$84.5M
4
PPFA
Provida Pension Fund Administrator
Chile
+$81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$130M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
3
LPL Financial
LPL Financial
California
-$72.3M
4
Morgan Stanley
Morgan Stanley
New York
-$66.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASC
676
Coppell Advisory Solutions Corp
Texas
$2.6M +$2.28M +9,287 +708%
NF
677
Norwood Financial
Pennsylvania
$2.58M -$26.2K -105 -1%
GWSG
678
GPS Wealth Strategies Group
Colorado
$2.58M +$50.4K +202 +2%
V
679
Veritable
Delaware
$2.56M +$54.6K +219 +2%
SLT
680
St Louis Trust
Missouri
$2.56M -$5.92M -23,721 -70%
QPWM
681
Quadrant Private Wealth Management
Pennsylvania
$2.56M -$13.2K -53 -0.5%
SBH
682
Segall Bryant & Hamill
Illinois
$2.53M -$63.8K -256 -2%
TGAM
683
TBH Global Asset Management
Tennessee
$2.52M -$90.3K -362 -3%
PMG
684
ProVise Management Group
Florida
$2.52M +$26.7K +107 +1%
BW
685
BIP Wealth
Georgia
$2.51M +$2.51M +10,052 New
SMA
686
Sage Mountain Advisors
Georgia
$2.5M +$2.32M +9,307 +1,311%
DTC
687
Davidson Trust Company
Washington
$2.46M -$43.9K -176 -2%
CFGSD
688
Compass Financial Group (South Dakota)
South Dakota
$2.45M -$53.4K -214 -2%
AAM
689
Aureus Asset Management
Massachusetts
$2.44M – – –
SFC
690
Strategic Financial Concepts
Texas
$2.43M +$2.43M +9,738 New
MWM
691
Maripau Wealth Management
Indiana
$2.42M -$49.1K -197 -2%
KCPG
692
Kavar Capital Partners Group
Kansas
$2.42M +$43.4K +174 +2%
LWM
693
Laidlaw Wealth Management
New York
$2.4M -$136K -547 -5%
CIC
694
Cutler Investment Counsel
Oregon
$2.4M -$4.74K -19 -0.2%
RIL
695
Rothschild Investment LLC
Illinois
$2.39M -$33.4K -134 -1%
Kovitz Investment Group Partners
696
Kovitz Investment Group Partners
Illinois
$2.39M +$2.39M +9,574 New
CCA
697
Checchi Capital Advisers
California
$2.38M +$44.2K +177 +2%
AWM
698
Accurate Wealth Management
Florida
$2.37M -$31.9K -129 -1%
WKWM
699
Walter & Keenan Wealth Management
Indiana
$2.35M +$1.5M +6,022 +178%
HWM
700
Hohimer Wealth Management
Washington
$2.34M +$1.17M +4,709 +101%
26 27
28
29 30