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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 %
HIA
676
HTG Investment Advisors
Connecticut
$3.12M +$445K +1,633 +17%
CF
677
Centaurus Financial
California
$3.09M +$332K +1,220 +12%
KLI
678
Kelman-Lazarov Inc
Tennessee
$3.07M -$43.3K -159 -1%
RWM
679
Ritholtz Wealth Management
New York
$3.06M +$2.38M +8,752 +351%
SWA
680
SOA Wealth Advisors
New York
$3.06M -$38.1K -140 -1%
GCA
681
Gradient Capital Advisors
California
$3.05M -$23.4K -86 -0.8%
SFC
682
Strategic Financial Concepts
Texas
$3.05M +$388K +1,426 +15%
TWM
683
Tradition Wealth Management
Minnesota
$3.04M +$24.2K +89 +0.8%
LPAM
684
Lodestar Private Asset Management
California
$3.04M -$483K -1,774 -14%
BPFA
685
Barnes Pettey Financial Advisors
Mississippi
$3.03M -$778K -2,858 -20%
PMFA
686
Plante Moran Financial Advisors
Michigan
$3.02M – – –
FC
687
Family CFO
California
$3.02M +$103K +379 +4%
SEP
688
Southland Equity Partners
Missouri
$3M -$70.8K -260 -2%
AL
689
Aspiriant LLC
California
$2.99M +$300K +1,100 +11%
ZB
690
Zions Bancorporation
Utah
$2.95M -$797K -2,925 -21%
EFS
691
Essex Financial Services
Connecticut
$2.94M +$333K +1,222 +13%
SWA
692
Sightline Wealth Advisors
Connecticut
$2.87M +$453K +1,665 +19%
ZF
693
Zhang Financial
Michigan
$2.87M – – –
EWM
694
Evercore Wealth Management
New York
$2.84M -$545 -2 -0%
HSG
695
Helen Stephens Group
Texas
$2.84M +$9.26K +34 +0.3%
HFRG
696
Houlihan Financial Resource Group
Virginia
$2.81M +$2.81M +10,397 New
HWA
697
Hillcrest Wealth Advisors
New Jersey
$2.8M -$81.7K -300 -3%
WPC
698
Wedmont Private Capital
Pennsylvania
$2.8M +$1.14M +4,078 +68%
COCM
699
Charter Oak Capital Management
New Hampshire
$2.8M -$201K -738 -7%
SLT
700
St Louis Trust
Missouri
$2.8M – – –
26 27
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