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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 %
Vontobel Holding
776
Vontobel Holding
Switzerland
$1.75M +$1.75M +7,000 New
AA
777
Ancora Advisors
Ohio
$1.75M -$10.7K -43 -0.6%
AWS
778
AJ Wealth Strategies
New York
$1.74M -$225K -903 -11%
SSWM
779
Smith Salley Wealth Management
North Carolina
$1.74M +$18K +72 +1%
LSA
780
Lion Street Advisors
Texas
$1.74M +$1.74M +6,957 New
CAM
781
Cozad Asset Management
Illinois
$1.73M +$154K +619 +10%
MG
782
MilWealth Group
Wisconsin
$1.71M – – –
CCWM
783
Cassaday & Co Wealth Management
Virginia
$1.7M -$135K -541 -7%
AWP
784
Accretive Wealth Partners
New Jersey
$1.69M -$22.5K -90 -1%
SAMT
785
Select Asset Management & Trust
Pennsylvania
$1.69M +$1.13M +4,523 +202%
PWM
786
Perigon Wealth Management
California
$1.67M +$81.3K +326 +5%
RCI
787
RS Crum Inc
California
$1.67M – – –
BZWA
788
Blue Zone Wealth Advisors
California
$1.67M -$241K -967 -13%
FNWM
789
Financial Network Wealth Management
Utah
$1.66M +$87.3K +350 +6%
IAN
790
Integrated Advisors Network
Texas
$1.66M -$49.6K -199 -3%
SSW
791
Stone Summit Wealth
Florida
$1.65M -$440K -1,762 -21%
FAM
792
Fenimore Asset Management
New York
$1.64M – – –
EWM
793
Empirical Wealth Management
Washington
$1.63M -$21.2K -85 -1%
RWM
794
Rockwood Wealth Management
Pennsylvania
$1.63M +$415K +1,664 +34%
EWM
795
Evergreen Wealth Management
Michigan
$1.62M +$95.8K +384 +6%
SPP
796
Single Point Partners
Massachusetts
$1.61M +$249 +1 +0%
FFS
797
Founders Financial Securities
Maryland
$1.61M +$44.7K +179 +3%
V
798
VeraBank
Texas
$1.61M +$1.1M +4,390 +213%
OGF
799
Orin Green Financial
California
$1.61M -$85.6K -343 -5%
CBFP
800
Cedar Brook Financial Partners
Ohio
$1.6M -$59.4K -238 -4%
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