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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 %
TCA
701
Transcend Capital Advisors
New Jersey
$2.78M -$123K -453 -4%
OSAM
702
O'Shaughnessy Asset Management
Connecticut
$2.78M +$736K +2,703 +36%
PA
703
Probity Advisors
Texas
$2.77M -$7.9K -29 -0.3%
TVWM
704
Tower View Wealth Management
Wisconsin
$2.77M +$2.72K +10 +0.1%
NF
705
Norwood Financial
Pennsylvania
$2.76M -$28.6K -105 -1%
SBH
706
Segall Bryant & Hamill
Illinois
$2.76M -$39.5K -145 -1%
TGAM
707
TBH Global Asset Management
Tennessee
$2.75M -$69.2K -254 -2%
CIC
708
Cutler Investment Counsel
Oregon
$2.74M +$123K +452 +5%
Wolverine Trading
709
Wolverine Trading
Illinois
$2.73M +$2.73M +10,027 New
SMA
710
Sage Mountain Advisors
Georgia
$2.73M – – –
RBFC
711
Roman Butler Fullerton & Co
Missouri
$2.71M +$500K +1,797 +23%
AWE
712
Avidian Wealth Enterprises
Texas
$2.69M +$432K +1,587 +19%
EE
713
EWG Elevate
California
$2.68M +$2.68M +9,837 New
DTC
714
Davidson Trust Company
Washington
$2.64M -$53.6K -197 -2%
MA
715
MAS Advisors
Florida
$2.63M -$12.3K -45 -0.5%
CWM
716
Certus Wealth Management
California
$2.61M +$875K +3,214 +50%
BIP
717
Blueprint Investment Partners
North Carolina
$2.6M -$35.7K -131 -1%
WKWM
718
Walter & Keenan Wealth Management
Indiana
$2.59M +$47.7K +175 +2%
BW
719
BIP Wealth
Georgia
$2.57M -$6.54K -24 -0.3%
MA
720
Montag & Associates
Georgia
$2.56M -$90.4K -332 -3%
KCPG
721
Kavar Capital Partners Group
Kansas
$2.56M +$22.9K +84 +0.9%
EI
722
Ellevest Inc
New York
$2.54M +$23.4K +86 +0.9%
RIL
723
Rothschild Investment LLC
Illinois
$2.54M -$77.1K -283 -3%
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$2.53M +$141K +517 +6%
CFGSD
725
Compass Financial Group (South Dakota)
South Dakota
$2.53M -$53.9K -198 -2%
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