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Vanguard Growth ETF
VUG

Overview Fund Activity

1,710 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 671 increasing their positions, 625 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
+46
Holders Change %
+2.76%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.67%
New
168
Increased
671
Reduced
625
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$601M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$206M
3
RIA
Retirement Investment Advisors
Oklahoma
+$84.5M
4
PPFA
Provida Pension Fund Administrator
Chile
+$81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$130M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
3
LPL Financial
LPL Financial
California
-$72.3M
4
Morgan Stanley
Morgan Stanley
New York
-$66.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
901
Asset Dedication LLC
California
$1.17M -$4.25K -17 -0.4%
RFP
902
RCS Financial Planning
Maryland
$1.16M +$25.7K +103 +2%
MSFS
903
Main Street Financial Solutions
Pennsylvania
$1.15M +$33.4K +134 +3%
VAS
904
Vestmark Advisory Solutions
Massachusetts
$1.15M +$5.24K +21 +0.5%
BWA
905
BDO Wealth Advisors
Florida
$1.15M +$826K +3,311 +257%
CAM
906
Covenant Asset Management
New Jersey
$1.14M +$11.5K +46 +1%
WP
907
WealthSource Partners
California
$1.13M -$8.23K -33 -0.7%
BP
908
Ballentine Partners
Massachusetts
$1.13M +$52.6K +211 +5%
PCMC
909
Private Capital Management (Colorado)
Colorado
$1.12M -$62.4K -250 -5%
3F
910
360 Financial
Minnesota
$1.12M +$31.2K +125 +3%
ISL
911
Ingalls & Snyder LLC
New York
$1.12M – – –
ATC
912
Adirondack Trust Company
New York
$1.11M – – –
VCM
913
Vigilant Capital Management
Maine
$1.11M -$364K -1,461 -25%
GEA
914
Glen Eagle Advisors
New Jersey
$1.11M +$213K +852 +24%
HFS
915
Heritage Financial Services
Massachusetts
$1.1M +$35.4K +142 +3%
KFI
916
Key Financial Inc
Pennsylvania
$1.1M +$550K +2,205 +101%
NHC
917
Nicholas Hoffman & Company
Georgia
$1.1M – – –
ULWM
918
Upper Left Wealth Management
Florida
$1.1M -$95.8K -384 -8%
GIA
919
Goodwin Investment Advisory
Georgia
$1.09M +$179K +718 +20%
CAM
920
Columbia Asset Management
Michigan
$1.09M +$99.5K +399 +10%
RIM
921
Rockbridge Investment Management
New York
$1.09M -$84.8K -340 -7%
NRWA
922
North Ridge Wealth Advisors
Oregon
$1.08M +$1.08M +4,340 New
EW
923
Evoke Wealth
California
$1.08M – – –
KWM
924
Kaydan Wealth Management
Michigan
$1.08M +$52.1K +209 +5%
CWM
925
Catalyst Wealth Management
Georgia
$1.08M +$199K +796 +23%
35 36
37
38 39