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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 %
ACI
851
Alpha Cubed Investments
California
$1.61M +$41.4K +152 +3%
CA
852
Continuum Advisory
Idaho
$1.6M +$284K +1,044 +22%
FTWA
853
Fifth Third Wealth Advisors
Ohio
$1.6M +$9.53K +35 +0.6%
RIA
854
Realta Investment Advisors
Delaware
$1.6M – – –
BC
855
Bartlett & Co
Ohio
$1.59M -$48.2K -177 -3%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$1.59M -$48.2K -177 -3%
T
857
TrueFG
Texas
$1.59M +$31.6K +116 +2%
SSW
858
Stone Summit Wealth
Florida
$1.58M +$43.3K +159 +3%
M
859
MOTCO
Texas
$1.58M -$33.2K -122 -2%
NP
860
NorthRock Partners
Minnesota
$1.57M +$64.3K +236 +4%
CAM
861
Columbia Asset Management
Michigan
$1.57M +$181K +664 +13%
NCM
862
Novare Capital Management
North Carolina
$1.57M – – –
EIP
863
Easterly Investment Partners
Massachusetts
$1.57M – – –
PWAG
864
Polaris Wealth Advisory Group
California
$1.57M +$979K +3,595 +167%
CWC
865
Carolinas Wealth Consulting
North Carolina
$1.56M -$451K -1,687 -22%
PCM
866
Parsons Capital Management
Rhode Island
$1.55M +$416K +1,529 +37%
PB
867
Pinnacle Bancorp
Nebraska
$1.55M -$15.3K -56 -1%
LSA
868
Lion Street Advisors
Texas
$1.55M +$605K +2,222 +64%
ML
869
McAdam LLC
Pennsylvania
$1.55M -$36.2K -133 -2%
TSWM
870
Triangle Securities Wealth Management
North Carolina
$1.55M -$69.7K -256 -4%
DACG
871
Donor Advised Charitable Giving
California
$1.54M – – –
GLA
872
Good Life Advisors
Pennsylvania
$1.54M +$141K +516 +10%
PWLP
873
Prio Wealth Limited Partnership
Massachusetts
$1.54M +$34.9K +128 +2%
NDSI
874
Newman Dignan & Sheerar Inc
Rhode Island
$1.54M -$187K -686 -11%
OCM
875
Orser Capital Management
Texas
$1.53M -$40.8K -150 -3%
33 34
35
36 37