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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.

Holders
1,821
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.04%
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
1
EP Wealth Advisors
California
$772M
2
SIS
2
Strategic Investment Solutions
Illinois
$266M
3
Charles Schwab
3
Charles Schwab
California
$212M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$134M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.34B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.6B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.5B
3
UCFA
3
United Capital Financial Advisors
Texas
$266M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$4.88B
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$94.9M +$11.6M +42,543 +14%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$93.7M +$501K +1,839 +0.5%
WIC
78
Woodmont Investment Counsel
Tennessee
$89.6M +$3.85M +14,149 +4%
VWM
79
Venturi Wealth Management
Texas
$88.2M +$5.43M +19,946 +7%
AWS
80
Atria Wealth Solutions
New York
$87.8M -$1.18M -4,327 -1%
WANY
81
Wealthspire Advisors (New York)
New York
$86.8M +$9.41M +34,569 +12%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$83.1M -$554K -2,034 -0.7%
SMDAM
83
Sumitomo Mitsui DS Asset Management
Japan
$81.3M -$3.81M -14,000 -4%
NA
84
NewEdge Advisors
Louisiana
$80.1M +$13.9M +50,908 +21%
Citigroup
85
Citigroup
New York
$78.8M +$32.4M +118,809 +70%
SWA
86
Strategies Wealth Advisors
Michigan
$78.8M +$2.82M +10,351 +4%
MFWP
87
Mosaic Family Wealth Partners
Missouri
$78.1M -$407K -1,496 -0.5%
CA
88
CSM Advisors
Pennsylvania
$78.1M – – –
CTC
89
Central Trust Company
Missouri
$76.9M -$1.63M -5,982 -2%
NRA
90
NSI Retail Advisors
Pennsylvania
$76.8M – – –
FSWA
91
Financial Synergies Wealth Advisors
Texas
$75.1M +$567K +2,082 +0.8%
OPS
92
Orion Portfolio Solutions
Nebraska
$72.4M -$1.11M -4,094 -2%
BCI
93
Brinker Capital Investments
Pennsylvania
$72.4M -$1.11M -4,094 -2%
MWA
94
Martel Wealth Advisors
Washington
$71.2M -$1.5M -5,494 -2%
VCP
95
Vista Capital Partners
Oregon
$70.2M -$2.48M -9,100 -3%
MCIA
96
Mountain Capital Investment Advisors
Colorado
$70.2M +$5.28M +18,294 +8%
BOPW
97
Brandywine Oak Private Wealth
Pennsylvania
$70.1M -$1.95M -7,164 -3%
PFO
98
Pathstone Family Office
New Jersey
$67.8M +$17.2M +63,094 +34%
BCM
99
Brookstone Capital Management
Illinois
$67.4M -$14.1M -51,589 -17%
PW
100
Peninsula Wealth
California
$67.2M +$477K +1,761 +0.7%
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4
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