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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
1026
Stephens Consulting
Michigan
$994K -$5.45K -20 -0.5%
CAG
1027
Curtis Advisory Group
California
$994K -$20.7K -76 -2%
OA
1028
Operose Advisors
Wisconsin
$994K – – –
VFPW
1029
Vantage Financial Partners (Wisconsin)
Wisconsin
$993K +$1.36K +5 +0.1%
PWA
1030
Provenance Wealth Advisors
Florida
$991K +$991K +3,641 New
RIM
1031
Rockbridge Investment Management
New York
$986K – – –
HAS
1032
HBW Advisory Services
California
$985K -$9.8K -36 -1%
BTI
1033
Blue Trust Inc
Georgia
$983K +$43K +152 +5%
MIM
1034
Moseley Investment Management
Florida
$977K +$64.8K +238 +7%
HR
1035
Hardy Reed
Mississippi
$975K – – –
KL
1036
KilterHowling LLC
Colorado
$973K +$1.36K +5 +0.1%
JGIA
1037
Jackson Grant Investment Advisers
Connecticut
$970K +$1.36K +5 +0.1%
MPM
1038
Meritage Portfolio Management
Kansas
$969K -$5.72K -21 -0.6%
SOS
1039
Silver Oak Securities
Tennessee
$962K +$49K +180 +5%
FNBSF
1040
First National Bank Sioux Falls
South Dakota
$950K – – –
WEG
1041
World Equity Group
Illinois
$943K +$429K +1,577 +84%
MFA
1042
Mayflower Financial Advisors
Massachusetts
$941K -$169K -620 -15%
LF
1043
Lantz Financial
Illinois
$939K -$3K -11 -0.3%
CSC
1044
Caldwell Sutter Capital
California
$939K +$69.4K +255 +8%
SIG
1045
Stonegate Investment Group
Alabama
$936K +$71.6K +263 +8%
FPCG
1046
Fort Pitt Capital Group
Pennsylvania
$922K -$36.8K -135 -4%
AGA
1047
Arkos Global Advisors
Texas
$915K -$37K -136 -4%
SKK
1048
Shepherd Kaplan Krochuk
Massachusetts
$913K +$1.09K +4 +0.1%
WA
1049
Wealth Advisors
California
$911K – – –
CWM
1050
Circle Wealth Management
New Jersey
$911K – – –
40 41
42
43 44