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Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
+$76.9M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$64.8M
5
VWM
Venturi Wealth Management
Texas
+$57.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$7.35B
2
Bank of America
Bank of America
North Carolina
-$586M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$333M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$147M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
726
KeyBank National Association
Ohio
$2.54M -$31.4K -111 -1%
RMCM
727
Reynders McVeigh Capital Management
Massachusetts
$2.52M -$59.1K -209 -2%
FTUS
728
Flow Traders U.S.
New York
$2.51M +$2.51M +8,863 New
SVWAG
729
Sound View Wealth Advisors Group
Georgia
$2.48M -$80.1K -283 -3%
TAM
730
Titleist Asset Management
Texas
$2.48M +$227K +802 +10%
WMWM
731
Whitaker-Myers Wealth Managers
Ohio
$2.47M -$111K -391 -4%
RWI
732
Red Wave Investments
Pennsylvania
$2.46M – – –
MWM
733
MTC Wealth Management
Florida
$2.42M +$2.42M +8,538 New
RMAM
734
Raab & Moskowitz Asset Management
New Jersey
$2.4M +$130K +460 +6%
WF
735
WoodTrust Financial
Wisconsin
$2.38M +$55.2K +195 +2%
USCWA
736
U.S. Capital Wealth Advisors
Texas
$2.37M +$197K +695 +9%
MOS
737
MGO One Seven
Ohio
$2.37M -$110K -389 -4%
FA
738
Financial Alternatives
California
$2.36M -$80.6K -285 -3%
FFM
739
Forum Financial Management
Illinois
$2.35M +$734K +2,594 +45%
AWE
740
Avidian Wealth Enterprises
Texas
$2.34M +$340K +1,203 +17%
PI
741
PFG Investments
New York
$2.34M +$17K +60 +0.7%
AWMS
742
Advocacy Wealth Management Services
Georgia
$2.34M +$2.34M +8,255 New
CFFP
743
Center for Financial Planning
Michigan
$2.33M -$14.1K -50 -0.6%
SIG
744
Spinnaker Investment Group
California
$2.33M -$154K -545 -6%
RBFC
745
Roman Butler Fullerton & Co
Missouri
$2.32M +$62.2K +212 +3%
Kovitz Investment Group Partners
746
Kovitz Investment Group Partners
Illinois
$2.32M -$388K -1,370 -14%
DJSG
747
D.J. St. Germain
Massachusetts
$2.31M +$2.31M +8,154 New
KWM
748
Keebeck Wealth Management
Illinois
$2.31M – – –
EWM
749
Evermay Wealth Management
Virginia
$2.3M – – –
KFP
750
KMG Fiduciary Partners
Ohio
$2.3M +$140K +495 +6%
28 29
30
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