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Vanguard Growth ETF
VUG

Overview Fund Activity

1,061 hedge funds and large institutions have $28.2B invested in Vanguard Growth ETF in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 406 increasing their positions, 383 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
-46
Holders Change %
-4.16%
% of All Funds
23.44%
Holding in Top 10
177
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.63%
% of All Funds
3.91%
New
88
Increased
406
Reduced
383
Closed
115
Calls
$9.89M
Puts
$8.38M
Net Calls
+$1.52M
Net Calls Change
+$5.54M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$629M
2
Morgan Stanley
Morgan Stanley
New York
+$576M
3
TF
TIAA FSB
Florida
+$207M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.1M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$34.7M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$1.7B
2
Financial Engines Advisors
Financial Engines Advisors
California
-$310M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$151M
4
UBS Group
UBS Group
Switzerland
-$64.1M
5
CL
Cabana LLC
Arkansas
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
926
Berkshire Money Management
Massachusetts
$178K -$12.7M -81,059 -99%
BWM
927
BerganKDV Wealth Management
Minnesota
$175K – – –
PAA
928
Peregrine Asset Advisers
Oregon
$174K -$6.12K -39 -3%
BBA
929
Braun-Bostich & Associates
Pennsylvania
$167K – – –
SWM
930
Sugarloaf Wealth Management
Georgia
$167K – – –
ACM
931
AUA Capital Management
Pennsylvania
$158K +$158K +1,006 New
WQ
932
Wealth Quarterback
New Jersey
$157K -$75.8K -484 -33%
RWA
933
Ropes Wealth Advisors
Massachusetts
$155K – – –
Kayne Anderson Rudnick Investment Management
934
Kayne Anderson Rudnick Investment Management
California
$154K – – –
FMII
935
Farmers & Merchants Investments Inc
Nebraska
$154K +$21.9K +140 +17%
MWM
936
MBE Wealth Management
Wisconsin
$153K +$153K +978 New
KPCM
937
Kings Point Capital Management
New York
$149K – – –
OSAM
938
O'Shaughnessy Asset Management
Connecticut
$149K +$149K +950 New
HGWM
939
Harvest Group Wealth Management
Massachusetts
$143K – – –
VCP
940
Verus Capital Partners
Arizona
$141K -$15.7K -100 -10%
KFI
941
Key Financial Inc
Pennsylvania
$140K +$140K +881 New
SFG
942
Sowa Financial Group
Rhode Island
$131K – – –
GSWM
943
Golden State Wealth Management
California
$130K +$130K +831 New
TC
944
Truvestments Capital
Florida
$122K -$5.64M -35,998 -98%
JPLA
945
Joseph P. Lucia & Associates
New York
$122K -$23.1K -148 -16%
HDIM
946
Hanson & Doremus Investment Management
Vermont
$122K – – –
ADL
947
Asset Dedication LLC
California
$121K -$7.66K -49 -6%
PP
948
Pacifica Partners
Canada
$119K +$7.86K +49 +7%
CDIA
949
Capital Directions Investment Advisors
Georgia
$118K – – –
WPA
950
West Paces Advisors
Georgia
$114K – – –
36 37
38
39 40