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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 %
SIG
776
Spinnaker Investment Group
California
$2.11M -$133K -490 -6%
WBCM
777
Wilson & Boucher Capital Management
California
$2.1M -$2.72K -10 -0.1%
AFG
778
Altiora Financial Group
Ohio
$2.09M – – –
GAM
779
Grandview Asset Management
Pennsylvania
$2.08M +$2.08M +7,640 New
CCWM
780
Cassaday & Co Wealth Management
Virginia
$2.07M +$343K +1,261 +20%
NPT
781
Nixon Peabody Trust
Massachusetts
$2.06M – – –
OPPS
782
Obsidian Personal Planning Solutions
Maryland
$2.06M -$9.53K -35 -0.5%
LRPA
783
L. Roy Papp & Associates
Arizona
$2.06M -$24.5K -90 -1%
CIA
784
Covington Investment Advisors
Pennsylvania
$2.06M +$1.36K +5 +0.1%
WA
785
WESPAC Advisors
California
$2.05M +$764K +2,804 +59%
BlackRock
786
BlackRock
New York
$2.05M +$1.76M +6,461 +602%
AGC
787
Aspen Grove Capital
Colorado
$2.05M +$266K +976 +15%
BBNB
788
Baker Boyer National Bank
Washington
$2.02M +$8.99K +33 +0.4%
OCBCO
789
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.01M – – –
MWM
790
MTC Wealth Management
Florida
$2.01M -$315K -1,158 -14%
RA
791
Rational Advisors
New York
$2.01M -$652K -2,396 -25%
CCFM
792
Clear Creek Financial Management
Washington
$1.98M – – –
GP
793
Girard Partners
Pennsylvania
$1.98M -$169K -622 -8%
ACM
794
Advance Capital Management
Michigan
$1.97M -$19.9K -73 -1%
PCA
795
Pallas Capital Advisors
Massachusetts
$1.95M +$965K +3,626 +98%
GA
796
GSG Advisors
New Jersey
$1.94M +$1.94M +7,136 New
AFG
797
Atomi Financial Group
New York
$1.93M +$394K +1,448 +26%
PL
798
Plancorp LLC
Missouri
$1.93M -$37.3K -137 -2%
AL
799
ADE LLC
Maryland
$1.92M -$6.81K -25 -0.4%
HI
800
Horizon Investments
North Carolina
$1.92M +$117K +431 +7%
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