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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 %
AA
801
Ancora Advisors
Ohio
$1.92M +$44.9K +165 +2%
Vontobel Holding
802
Vontobel Holding
Switzerland
$1.91M – – –
Polen Capital Management
803
Polen Capital Management
Florida
$1.89M +$1.12M +4,129 +147%
RW
804
REDW Wealth
New Mexico
$1.86M -$354K -1,300 -16%
AWP
805
Accretive Wealth Partners
New Jersey
$1.85M +$12.5K +46 +0.7%
JHCP
806
Jackson Hole Capital Partners
Oklahoma
$1.85M – – –
VA
807
Valmark Advisers
Ohio
$1.83M +$3.81K +14 +0.2%
SSWM
808
Smith Salley Wealth Management
North Carolina
$1.83M – – –
BZWA
809
Blue Zone Wealth Advisors
California
$1.83M – – –
IAN
810
Integrated Advisors Network
Texas
$1.83M -$28.1K -103 -2%
SWM
811
SeaCrest Wealth Management
New York
$1.81M +$45.5K +167 +3%
AWM
812
Apollon Wealth Management
South Carolina
$1.8M -$689K -2,530 -28%
RWM
813
Rockwood Wealth Management
Pennsylvania
$1.79M -$30.5K -112 -2%
FAM
814
Fenimore Asset Management
New York
$1.79M – – –
SWM
815
SigFig Wealth Management
California
$1.79M -$65.1K -239 -4%
MG
816
MilWealth Group
Wisconsin
$1.79M -$49.6K -182 -3%
TFS
817
Thoroughbred Financial Services
Tennessee
$1.78M +$156K +573 +10%
SIAS
818
Summit Investment Advisory Services
Minnesota
$1.78M -$118K -434 -6%
SPI
819
Sutton Place Investors
New York
$1.78M +$352K +1,291 +25%
EWM
820
Evergreen Wealth Management
Michigan
$1.77M +$4.9K +18 +0.3%
RCI
821
RS Crum Inc
California
$1.77M – – –
WB
822
West Bancorporation
Iowa
$1.76M +$284K +1,042 +19%
DI
823
DFPG Investments
Utah
$1.75M +$28K +99 +2%
JSL
824
JT Stratford LLC
Georgia
$1.75M -$822K -3,019 -32%
SWP
825
Semus Wealth Partners
Florida
$1.75M +$322K +1,182 +23%
31 32
33
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