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Vanguard Growth ETF
VUG

Overview Fund Activity

1,184 hedge funds and large institutions have $40B invested in Vanguard Growth ETF in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 401 increasing their positions, 479 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+49
Holders Change %
+4.32%
% of All Funds
23.95%
Holding in Top 10
207
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.5%
% of All Funds
4.19%
New
106
Increased
401
Reduced
479
Closed
44
Calls
$165M
Puts
$66M
Net Calls
+$98.8M
Net Calls Change
+$88.3M

Top Buyers

1
DILIC
1
Dai-ichi Life Insurance Company
Japan
$92.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
BDF
3
Balasa Dinverno & Foltz
$43M
4
EWA
4
EP Wealth Advisors
California
$292M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$438M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.19B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.57B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.21B
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$164M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1026
Stonehearth Capital Management
Massachusetts
$227K – – –
SWM
1027
Sugarloaf Wealth Management
Georgia
$226K -$11.4K -50 -5%
WDL
1028
Well Done LLC
Michigan
$226K – – –
CI
1029
Chartist Inc
California
$224K +$224K +983 New
XF
1030
XML Financial
Maryland
$222K -$46.6K -205 -17%
CHJWM
1031
Carlton Hofferkamp & Jenks Wealth Management
Texas
$221K +$221K +930 New
Principal Financial Group
1032
Principal Financial Group
Iowa
$221K +$221K +969 New
CSIC
1033
Clifford Swan Investment Counsel
California
$221K +$221K +972 New
HF
1034
Halpern Financial
Virginia
$220K +$28.2K +124 +15%
FFA
1035
Fragasso Financial Advisors
Pennsylvania
$219K +$228 +1 +0.1%
LAIC
1036
Lederer & Associates Investment Counsel
California
$219K +$219K +960 New
HW
1037
Hamilton Wealth
California
$219K +$219K +961 New
IMOV
1038
Investment Management of Virginia
Virginia
$219K +$219K +961 New
HIS
1039
Horizon Investment Services
Indiana
$218K +$218K +956 New
EBSAM
1040
Eubel Brady & Suttman Asset Management
Ohio
$218K +$218K +958 New
KPCM
1041
Kings Point Capital Management
New York
$216K – – –
OSAM
1042
O'Shaughnessy Asset Management
Connecticut
$216K – – –
HAS
1043
HBW Advisory Services
California
$216K +$216K +948 New
IWA
1044
Intercontinental Wealth Advisors
Texas
$216K +$216K +950 New
CBT
1045
Capital Bank & Trust
California
$216K +$216K +950 New
PFGIA
1046
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$80.6K -353 -27%
KM
1047
Kalos Management
Georgia
$214K +$214K +931 New
BOS
1048
Bingham Osborn & Scarborough
California
$214K +$214K +940 New
CGA
1049
Crescent Grove Advisors
Illinois
$214K +$214K +941 New
PWM
1050
Praetorian Wealth Management
California
$213K +$213K +934 New
40 41
42
43 44