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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 %
GIA
826
GHP Investment Advisors
Colorado
$1.74M +$211K +757 +14%
AW
827
Avion Wealth
Texas
$1.74M +$1.72M +6,325 +8,214%
CP
828
Capital Planning
Washington
$1.74M +$124K +457 +8%
Legacy Financial Group (Iowa)
829
Legacy Financial Group (Iowa)
Iowa
$1.72M +$1.72M +6,329 New
NSAM
830
North Star Asset Management
Wisconsin
$1.72M -$3.27K -12 -0.2%
DAM
831
Derbend Asset Management
Georgia
$1.71M +$817 +3 +0%
EWM
832
Empirical Wealth Management
Washington
$1.7M +$55.5K +204 +3%
AIFAIM
833
American Institute for Advanced Investment Management
Arizona
$1.69M -$10.3K -38 -0.6%
FNWM
834
Financial Network Wealth Management
Utah
$1.69M -$3.02K -11 -0.2%
JAG
835
Journey Advisory Group
Kentucky
$1.69M -$48.7K -179 -3%
PA
836
Paragon Advisors
Texas
$1.69M -$1.43M -5,268 -46%
AWA
837
Alta Wealth Advisors
Massachusetts
$1.68M -$3K -11 -0.2%
SFG
838
Sunburst Financial Group
Alabama
$1.67M -$70K -257 -4%
OGF
839
Orin Green Financial
California
$1.67M -$53.9K -198 -3%
RPGK
840
Retirement Planning Group (Kansas)
Kansas
$1.67M +$45.2K +166 +3%
SFPG
841
Stonebridge Financial Planning Group
Florida
$1.67M +$80.9K +297 +5%
CBA
842
Coastal Bridge Advisors
Connecticut
$1.66M +$1.66M +6,088 New
GLLW
843
Graves Light Lenhart Wealth
Virginia
$1.65M – – –
GEA
844
Glen Eagle Advisors
New Jersey
$1.65M +$264K +970 +19%
STA
845
Summit Trail Advisors
New York
$1.65M – – –
WIA
846
World Investment Advisors
California
$1.65M +$17.7K +65 +1%
NB
847
Nicolet Bankshares
Wisconsin
$1.64M +$150K +550 +10%
DWMG
848
DB Wealth Management Group
California
$1.64M +$1.62M +5,948 +9,913%
GT
849
Greenleaf Trust
Michigan
$1.63M +$25.1K +92 +2%
FFA
850
Farther Finance Advisors
California
$1.62M +$920K +3,380 +132%
32 33
34
35 36