VUG icon

Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
+$76.9M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$64.8M
5
VWM
Venturi Wealth Management
Texas
+$57.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$7.35B
2
Bank of America
Bank of America
North Carolina
-$586M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$333M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$147M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
951
Cherry Tree Wealth Management
Minnesota
$1.24M +$1.24M +4,385 New
CAG
952
Compass Advisory Group
New York
$1.24M +$76.7K +271 +7%
RPG
953
Resource Planning Group
Georgia
$1.24M +$34K +120 +3%
BFC
954
Bedel Financial Consulting
Indiana
$1.23M +$111K +393 +10%
NRWA
955
North Ridge Wealth Advisors
Oregon
$1.23M – – –
EW
956
Evoke Wealth
California
$1.23M – – –
SNBOSD
957
Security National Bank of So Dak
Iowa
$1.23M +$1.23M +4,332 New
IWP
958
Icon Wealth Partners
Texas
$1.21M – – –
IWN
959
Independent Wealth Network
Iowa
$1.21M +$117K +412 +11%
CIAS
960
Capital Investment Advisory Services
North Carolina
$1.19M +$711K +2,514 +147%
AWA
961
ARQ Wealth Advisors
Arizona
$1.19M – – –
HPM
962
Hoxton Planning & Management
West Virginia
$1.19M -$599K -2,116 -33%
APIM
963
Agate Pass Investment Management
Washington
$1.19M +$421K +1,487 +55%
PCM
964
Parsons Capital Management
Rhode Island
$1.18M +$49.8K +176 +4%
AG
965
Advocate Group
Minnesota
$1.18M – – –
CFS
966
CRA Financial Services
New Jersey
$1.18M +$14.1K +50 +1%
JWM
967
Jeppson Wealth Management
California
$1.18M -$2.26K -8 -0.2%
PCA
968
Providence Capital Advisors
North Carolina
$1.17M +$1.17M +4,140 New
IAS
969
Insigneo Advisory Services
Florida
$1.17M +$1.17M +4,140 New
HFS
970
Heritage Financial Services
Massachusetts
$1.17M -$83.5K -295 -7%
BC
971
Burney Company
Virginia
$1.17M -$942K -3,327 -45%
CCB
972
Country Club Bank
Missouri
$1.16M +$151K +540 +15%
WI
973
WrapManager Inc
California
$1.16M -$209K -738 -15%
PA
974
Pinnacle Associates
New York
$1.16M +$102K +359 +10%
MFA
975
Mayflower Financial Advisors
Massachusetts
$1.15M +$117K +412 +11%
37 38
39
40 41