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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 %
ACM
951
AUA Capital Management
Pennsylvania
$1.24M +$25.9K +95 +2%
AMG
952
Asset Management Group
Connecticut
$1.24M -$45.7K -168 -4%
CA
953
Cornerstone Advisory
Maryland
$1.24M -$308K -1,130 -20%
ADL
954
Asset Dedication LLC
California
$1.23M -$9.27K -34 -0.7%
PC
955
Pecaut & Co
Iowa
$1.23M -$59.9K -220 -5%
WP
956
WealthSource Partners
California
$1.22M -$17.4K -64 -1%
NB
957
Northwest Bancshares
Pennsylvania
$1.22M -$68.4K -251 -5%
PPWM
958
Paragon Private Wealth Management
Kentucky
$1.21M +$134K +491 +12%
ATC
959
Adirondack Trust Company
New York
$1.21M – – –
CP
960
Camelot Portfolios
Ohio
$1.21M -$178K -654 -13%
KFI
961
Key Financial Inc
Pennsylvania
$1.2M – – –
ISL
962
Ingalls & Snyder LLC
New York
$1.2M -$191K -700 -14%
PNC
963
Park National Corp
Ohio
$1.2M – – –
KWM
964
Kaydan Wealth Management
Michigan
$1.2M -$12.8K -47 -1%
NHC
965
Nicholas Hoffman & Company
Georgia
$1.2M – – –
JFG
966
Jefferies Financial Group
New York
$1.19M +$84.7K +311 +8%
FB
967
Fulton Bank
Pennsylvania
$1.19M +$820K +3,011 +221%
LWM
968
Liberty Wealth Management
California
$1.19M -$40.6K -149 -3%
BFC
969
Bedel Financial Consulting
Indiana
$1.19M +$3.54K +13 +0.3%
CFS
970
CRA Financial Services
New Jersey
$1.18M +$49K +180 +4%
NRWA
971
North Ridge Wealth Advisors
Oregon
$1.18M -$4.9K -18 -0.4%
CTWM
972
Cherry Tree Wealth Management
Minnesota
$1.18M -$18K -66 -2%
IWN
973
Independent Wealth Network
Iowa
$1.17M +$7.35K +27 +0.6%
BC
974
Burney Company
Virginia
$1.17M +$44.1K +162 +4%
IWP
975
Icon Wealth Partners
Texas
$1.16M +$817 +3 +0.1%
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