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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 %
ZCM
701
Ziegler Capital Management
Illinois
$2.34M -$19.8M -79,507 -89%
AR
702
Apeiron RIA
Texas
$2.33M +$307K +1,271 +15%
TCM
703
True Capital Management
California
$2.32M -$14.5K -58 -0.6%
BWFA
704
Baltimore-Washington Financial Advisors
Maryland
$2.32M +$354K +1,421 +18%
AF
705
Apexium Financial
Texas
$2.29M -$267K -1,070 -10%
RMCM
706
Reynders McVeigh Capital Management
Massachusetts
$2.28M -$47.6K -191 -2%
WMWM
707
Whitaker-Myers Wealth Managers
Ohio
$2.28M -$479K -1,920 -17%
KeyBank National Association
708
KeyBank National Association
Ohio
$2.26M +$172K +689 +8%
AIA
709
Arcadia Investment Advisors
Idaho
$2.26M -$356K -1,427 -14%
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$2.26M -$242K -969 -10%
SAMC
711
Spectrum Asset Management (California)
California
$2.24M -$737K -2,954 -25%
Wealth Enhancement Advisory Services
712
Wealth Enhancement Advisory Services
Minnesota
$2.24M -$50.7M -203,344 -96%
HIA
713
HTG Investment Advisors
Connecticut
$2.22M +$696K +2,792 +46%
SWA
714
Sightline Wealth Advisors
Connecticut
$2.22M +$1.47M +5,905 +198%
T
715
TRUADVICE
Florida
$2.21M +$601K +2,385 +37%
EI
716
Ellevest Inc
New York
$2.2M -$13.5K -54 -0.6%
SIG
717
Spinnaker Investment Group
California
$2.19M -$993K -3,980 -31%
TWC
718
TD Waterhouse Canada
Ontario, Canada
$2.19M +$50.4K +171 +2%
MOS
719
MGO One Seven
Ohio
$2.19M +$236K +948 +12%
RWI
720
Red Wave Investments
Pennsylvania
$2.17M -$136K -546 -6%
BTI
721
Blue Trust Inc
Georgia
$2.16M -$735K -3,449 -25%
FA
722
Financial Alternatives
California
$2.15M – – –
PA
723
Parallel Advisors
California
$2.12M +$238K +954 +13%
CFFP
724
Center for Financial Planning
Michigan
$2.07M -$71.1K -285 -3%
RW
725
REDW Wealth
New Mexico
$2.06M -$102K -407 -5%
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