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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
28.6%
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
1
Balentine LLC
Georgia
$253M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
BCIM
3
Bishop & Co Investment Management
Pennsylvania
$77.2M
4
MCIA
4
Mountain Capital Investment Advisors
Colorado
$64.8M
5
VWM
5
Venturi Wealth Management
Texas
$86M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$917M
2
Bank of America
2
Bank of America
North Carolina
$11.7B
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.96B
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$82.9M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$5.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$82.9M +$464K +1,640 +0.6%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$82.9M -$147M -519,512 -64%
MFWP
78
Mosaic Family Wealth Partners
Missouri
$81.6M +$319K +1,126 +0.4%
CTC
79
Central Trust Company
Missouri
$81.6M -$5.18M -18,321 -6%
CA
80
CSM Advisors
Pennsylvania
$81.1M – – –
WANY
81
Wealthspire Advisors (New York)
New York
$80.4M +$4.3M +15,204 +6%
NRA
82
NSI Retail Advisors
Pennsylvania
$79.8M – – –
SWA
83
Strategies Wealth Advisors
Michigan
$79M -$1M -3,537 -1%
FSWA
84
Financial Synergies Wealth Advisors
Texas
$77.5M +$434K +1,535 +0.6%
BCIM
85
Bishop & Co Investment Management
Pennsylvania
$77.2M +$76.9M +21,755,906 +27,779%
OPS
86
Orion Portfolio Solutions
Nebraska
$76.3M -$834K -2,949 -1%
BCI
87
Brinker Capital Investments
Pennsylvania
$76.3M -$834K -2,949 -1%
MWA
88
Martel Wealth Advisors
Washington
$75.6M -$2.5M -8,833 -3%
VCP
89
Vista Capital Partners
Oregon
$75.6M -$1.34M -4,737 -2%
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$74.9M -$7.45M -26,333 -9%
BPA
91
Beacon Pointe Advisors
California
$73.3M +$14.2M +50,245 +24%
AllianceBernstein
92
AllianceBernstein
Tennessee
$72.4M -$2.03M -7,160 -3%
PW
93
Peninsula Wealth
California
$69.8M +$37.1K +131 +0.1%
NA
94
NewEdge Advisors
Louisiana
$68.8M +$3.82M +13,502 +6%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$68M -$3.54M -12,505 -5%
AAS
96
Avantax Advisory Services
Texas
$67.2M +$302K +1,069 +0.5%
AWM
97
Avior Wealth Management
Nebraska
$67M +$3.39K +12 +0%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$66.9M -$3.62M -12,779 -5%
CM
99
Cornerstone Management
Georgia
$66.2M -$6.44M -22,777 -9%
SQA
100
Simon Quick Advisors
New Jersey
$65.3M +$4.92M +17,405 +8%
2 3
4
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