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Vanguard Growth ETF
VUG

Overview Fund Activity

1,710 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 671 increasing their positions, 625 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
+46
Holders Change %
+2.76%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.67%
New
168
Increased
671
Reduced
625
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$601M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$206M
3
RIA
Retirement Investment Advisors
Oklahoma
+$84.5M
4
PPFA
Provida Pension Fund Administrator
Chile
+$81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$130M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
3
LPL Financial
LPL Financial
California
-$72.3M
4
Morgan Stanley
Morgan Stanley
New York
-$66.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
1001
Winton Group
United Kingdom
$853K +$853K +3,418 New
WCFA
1002
Walkner Condon Financial Advisors
Wisconsin
$852K – – –
FIM
1003
Freedom Investment Management
Connecticut
$851K +$174K +697 +26%
Renaissance Technologies
1004
Renaissance Technologies
New York
$848K +$274K +1,100 +48%
CWM
1005
Circle Wealth Management
New Jersey
$835K – – –
FPCG
1006
Fort Pitt Capital Group
Pennsylvania
$834K -$124K -496 -13%
BTW
1007
Boston Trust Walden
Massachusetts
$832K – – –
SFWC
1008
Strategic Family Wealth Counselors
New Jersey
$831K -$1.45M -5,821 -64%
RCM
1009
Raleigh Capital Management
North Carolina
$831K -$32.4K -130 -4%
WA
1010
Wealth Advisors
California
$824K +$29.5K +120 +4%
MIM
1011
Moseley Investment Management
Florida
$815K +$45.6K +183 +6%
HAG
1012
HF Advisory Group
Maryland
$814K +$37.9K +152 +5%
PPWM
1013
Paragon Private Wealth Management
Kentucky
$813K +$813K +3,259 New
BBHC
1014
Brown Brothers Harriman & Co
New York
$807K – – –
CAG
1015
Curtis Advisory Group
California
$806K +$3.49K +14 +0.4%
CCM
1016
Ciovacco Capital Management
Georgia
$806K +$806K +3,234 New
NAG
1017
Northstar Advisory Group
New Jersey
$803K -$17K -68 -2%
MAA
1018
Matrix Asset Advisors
New York
$802K -$1.5K -6 -0.2%
DA
1019
Detalus Advisors
Missouri
$801K – – –
CAG
1020
Crestwood Advisors Group
Massachusetts
$797K +$24.9K +100 +3%
FPW
1021
Flagship Private Wealth
Massachusetts
$794K -$32.7K -131 -4%
VWA
1022
V Wealth Advisors
Kansas
$793K -$41.9K -168 -5%
KA
1023
Klingman & Associates
New York
$792K +$114K +457 +17%
FSA
1024
Fort Sheridan Advisors
Illinois
$792K +$125K +501 +19%
FCA
1025
FinTrust Capital Advisors
South Carolina
$787K – – –
39 40
41
42 43