VUG icon

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 %
DIA
901
Dana Investment Advisors
Wisconsin
$1.42M +$405K +1,488 +40%
SCA
902
STALEY CAPITAL ADVISERS
Pennsylvania
$1.42M -$503K -1,847 -26%
RCM
903
Rain Capital Management
Oregon
$1.41M +$451K +1,657 +47%
HF
904
Halpern Financial
Virginia
$1.41M +$1.17M +4,280 +473%
WT
905
Whittier Trust
California
$1.41M +$86.9K +319 +7%
WKSWA
906
White Knight Strategic Wealth Advisors
New Jersey
$1.4M -$64.8K -238 -4%
FVWA
907
Foster Victor Wealth Advisors
South Carolina
$1.4M -$21.4K -77 -2%
JFGLC
908
Johnson Financial Group LLC (Colorado)
Colorado
$1.39M +$1.16M +4,242 +486%
CIA
909
Compass Ion Advisors
Pennsylvania
$1.39M +$617K +2,265 +80%
BWA
910
Bordeaux Wealth Advisors
California
$1.39M – – –
MAS
911
Meeder Advisory Services
Ohio
$1.39M +$841K +3,087 +153%
IGGA
912
Iron Gate Global Advisors
Utah
$1.39M -$22.8K -84 -2%
GWM
913
Greenhouse Wealth Management
Connecticut
$1.38M +$81.7K +300 +6%
CWG
914
Crown Wealth Group
North Carolina
$1.38M -$81.7K -300 -6%
RIS
915
Retirement Income Solutions
Michigan
$1.38M +$33.8K +124 +3%
PIA
916
Powell Investment Advisors
Florida
$1.38M +$103K +377 +8%
MLA
917
My Legacy Advisors
Oregon
$1.38M -$48.2K -176 -3%
MAM
918
Marquette Asset Management
Minnesota
$1.38M -$1.91K -7 -0.1%
HCA
919
Harbour Capital Advisors
Virginia
$1.38M +$82.8K +304 +6%
MIM
920
Marco Investment Management
Georgia
$1.37M – – –
IAS
921
Insigneo Advisory Services
Florida
$1.37M +$246K +902 +22%
BWM
922
Boyd Wealth Management
California
$1.36M -$43.6K -160 -3%
TC
923
TAP Consulting
Missouri
$1.36M -$103K -378 -7%
JE
924
JMAC Enterprises
Pennsylvania
$1.35M +$65.9K +242 +5%
WA
925
Wealthstream Advisors
New York
$1.35M – – –
35 36
37
38 39