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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 %
SC
1001
Saiph Capital
New Jersey
$1.06M -$33K -121 -3%
KC
1002
Kingfisher Capital
North Carolina
$1.06M +$1.36K +5 +0.1%
PFG
1003
PAX Financial Group
Texas
$1.05M +$82.2K +302 +8%
CAG
1004
Compass Advisory Group
New York
$1.05M -$141K -519 -12%
CPSC
1005
Carl P. Sherr & Co
Massachusetts
$1.05M +$271K +997 +35%
FFW
1006
Fusion Family Wealth
New York
$1.05M – – –
PCA
1007
Providence Capital Advisors
North Carolina
$1.04M -$83.3K -306 -7%
AG
1008
Advocate Group
Minnesota
$1.04M -$96.9K -356 -9%
MJRIC
1009
Mogy Joel R Investment Counsel
California
$1.04M -$12.3K -45 -1%
AWA
1010
ARQ Wealth Advisors
Arizona
$1.04M -$109K -400 -9%
RW
1011
RVW Wealth
California
$1.04M +$28K +103 +3%
EW
1012
Evoke Wealth
California
$1.03M -$148K -544 -13%
SW
1013
SkyOak Wealth
Michigan
$1.03M +$40.8K +150 +4%
GKWIM
1014
Gerber Kawasaki Wealth & Investment Management
California
$1.02M +$89K +327 +10%
SFWC
1015
Strategic Family Wealth Counselors
New Jersey
$1.02M +$87.4K +321 +9%
AFG
1016
Allegheny Financial Group
Pennsylvania
$1.02M +$251K +923 +33%
GBWM
1017
Granite Bay Wealth Management
New Hampshire
$1.02M +$1.02M +3,591 New
V
1018
ViaWealth
Kansas
$1.01M +$14.4K +53 +1%
ESCM
1019
Echo Street Capital Management
New York
$1.01M – – –
CIBC World Market
1020
CIBC World Market
Ontario, Canada
$1.01M +$5.45K +20 +0.5%
AWM
1021
Aspire Wealth Management
Massachusetts
$1M +$292K +1,073 +41%
CFO
1022
Collective Family Office
Pennsylvania
$1M +$157K +575 +18%
RFA
1023
RTD Financial Advisors
Pennsylvania
$999K -$56.6K -208 -5%
FWCM
1024
Ferguson Wellman Capital Management
Oregon
$999K -$50.9K -187 -5%
TLCM
1025
Twin Lakes Capital Management
California
$995K +$1.36K +5 +0.1%
39 40
41
42 43