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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 %
PFG
726
Pacific Financial Group
Washington
$2.51M +$1.74M +6,402 +227%
SAMC
727
Spectrum Asset Management (California)
California
$2.51M +$46.3K +170 +2%
AWM
728
Accurate Wealth Management
Florida
$2.5M -$92.9K -331 -4%
AR
729
Apeiron RIA
Texas
$2.48M -$41.7K -153 -2%
AF
730
Apexium Financial
Texas
$2.47M +$13.3K +49 +0.5%
AIA
731
Arcadia Investment Advisors
Idaho
$2.46M – – –
AO
732
Advisor OS
Illinois
$2.46M +$363K +1,334 +17%
OBWP
733
O'Brien Wealth Partners
Massachusetts
$2.45M +$1.66M +6,112 +213%
YLHM
734
Yelin Lapidot Holdings Management
Israel
$2.43M +$2.43M +8,930 New
TAM
735
Titleist Asset Management
Texas
$2.43M +$35.9K +132 +2%
OAM
736
Occidental Asset Management
California
$2.37M -$643K -2,360 -21%
RMCM
737
Reynders McVeigh Capital Management
Massachusetts
$2.37M -$62.4K -229 -3%
RWI
738
Red Wave Investments
Pennsylvania
$2.36M -$6.81K -25 -0.3%
MWM
739
Maripau Wealth Management
Indiana
$2.35M -$96.9K -356 -4%
PA
740
Parallel Advisors
California
$2.35M +$225K +825 +11%
CAM
741
Cozad Asset Management
Illinois
$2.34M +$230K +845 +11%
FPB
742
First PREMIER Bank
South Dakota
$2.33M +$185K +681 +9%
RMAM
743
Raab & Moskowitz Asset Management
New Jersey
$2.32M +$7.35K +27 +0.3%
MOS
744
MGO One Seven
Ohio
$2.31M +$28K +103 +1%
OHIS
745
Oak Harvest Investment Services
Texas
$2.28M +$1.32M +4,854 +138%
FA
746
Financial Alternatives
California
$2.28M +$3.27K +12 +0.1%
PI
747
PFG Investments
New York
$2.25M -$2.72K -10 -0.1%
AWMS
748
Advocacy Wealth Management Services
Georgia
$2.25M – – –
WF
749
WoodTrust Financial
Wisconsin
$2.24M -$44.1K -162 -2%
USCWA
750
U.S. Capital Wealth Advisors
Texas
$2.24M -$42.5K -156 -2%
28 29
30
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