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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 %
CS
751
Credit Suisse
Switzerland
$2.23M +$101K +371 +5%
CA
752
Clearstead Advisors
Ohio
$2.23M +$1.13M +4,143 +102%
KWM
753
Keebeck Wealth Management
Illinois
$2.22M – – –
CFFP
754
Center for Financial Planning
Michigan
$2.22M -$27.2K -100 -1%
EWM
755
Evermay Wealth Management
Virginia
$2.22M -$272 -1 -0%
BWM
756
BCS Wealth Management
Tennessee
$2.21M +$2.21M +8,116 New
SWPG
757
Strategic Wealth Partners Group
Illinois
$2.21M +$31.6K +116 +1%
EWM
758
Elevatus Welath Management
New York
$2.21M +$2.21M +8,115 New
AL
759
ACAS LLC
California
$2.21M +$40K +147 +2%
MWP
760
Madison Wealth Partners
Wisconsin
$2.2M – – –
AAM
761
Aureus Asset Management
Massachusetts
$2.2M -$468K -1,717 -18%
KFP
762
KMG Fiduciary Partners
Ohio
$2.2M -$18.8K -69 -0.8%
FPAS
763
Focus Partners Advisor Solutions
Missouri
$2.19M +$249K +914 +13%
DJSG
764
D.J. St. Germain
Massachusetts
$2.18M -$37.9K -139 -2%
FFM
765
Forum Financial Management
Illinois
$2.18M -$84.1K -309 -4%
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$2.18M -$10.1K -37 -0.5%
HWA
767
HHM Wealth Advisors
Tennessee
$2.18M -$3.27K -12 -0.2%
TWC
768
TD Waterhouse Canada
Ontario, Canada
$2.17M +$346K +1,089 +19%
MA
769
MJP Associates
Connecticut
$2.16M +$142K +522 +7%
API
770
Advisor Partners II
California
$2.16M +$78.9K +290 +4%
WTC
771
WhitTier Trust Company
Nevada
$2.15M -$5.45K -20 -0.3%
PMG
772
ProVise Management Group
Florida
$2.15M +$116K +427 +6%
WMWM
773
Whitaker-Myers Wealth Managers
Ohio
$2.13M -$246K -905 -10%
HNWAG
774
High Net Worth Advisory Group
Florida
$2.13M +$26.1K +96 +1%
BAM
775
Belpointe Asset Management
Nevada
$2.12M +$67K +246 +3%
29 30
31
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