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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 %
D
876
Diversified
Delaware
$1.53M +$1.63K +6 +0.1%
WAM
877
WNY Asset Management
New York
$1.53M +$220K +807 +17%
CSB
878
City State Bank
Iowa
$1.52M +$100K +368 +7%
GA
879
Goldstein Advisors
Wisconsin
$1.51M -$107K -394 -7%
WE
880
Wealth Effects
Massachusetts
$1.51M +$35.9K +132 +2%
SS
881
Sunbelt Securities
Texas
$1.51M -$99.7K -366 -6%
PIA
882
Panoramic Investment Advisors
Colorado
$1.5M +$1.5M +5,500 New
WFA
883
West Financial Advisors
Iowa
$1.49M – – –
SIC
884
Salem Investment Counselors
North Carolina
$1.48M – – –
EAM
885
Evanson Asset Management
California
$1.47M -$1.91K -7 -0.1%
C
886
Certuity
Florida
$1.47M – – –
AIP
887
Almanack Investment Partners
Pennsylvania
$1.47M -$7.9K -29 -0.5%
ATC
888
Argent Trust Co
Tennessee
$1.47M +$16.1K +59 +1%
KLCM
889
KG&L Capital Management
Louisiana
$1.47M +$134K +491 +10%
MGWM
890
Marks Group Wealth Management
Minnesota
$1.46M +$33.2K +122 +2%
RF
891
Rollins Financial
Georgia
$1.46M +$45.5K +167 +3%
THWM
892
Taylor Hoffman Wealth Management
Virginia
$1.46M -$5.72K -21 -0.4%
BB
893
Busey Bank
Illinois
$1.45M -$25.3K -93 -2%
RPC
894
Rossmore Private Capital
Connecticut
$1.45M +$1.36K +5 +0.1%
ICG
895
InterOcean Capital Group
Tennessee
$1.44M +$188K +692 +15%
LF
896
LifeSteps Financial
California
$1.44M -$8.99K -33 -0.6%
APIM
897
Agate Pass Investment Management
Washington
$1.43M +$290K +1,066 +25%
LAM
898
LifePro Asset Management
California
$1.43M +$1.15M +4,227 +411%
TC
899
Trilogy Capital
California
$1.43M -$20.7K -76 -1%
CIAS
900
Capital Investment Advisory Services
North Carolina
$1.42M +$275K +1,011 +24%
34 35
36
37 38