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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 %
AWP
1051
Abacus Wealth Partners
California
$722K +$11.6K +46 +2%
CIA
1052
Cape Investment Advisory
Georgia
$720K +$720K +2,888 New
TFGT
1053
TS Financial Group (TSFG)
Illinois
$720K +$44.1K +177 +7%
CPSC
1054
Carl P. Sherr & Co
Massachusetts
$720K – – –
FNB
1055
Farmers National Bank
Kentucky
$718K +$80.3K +322 +13%
Winslow Capital Management
1056
Winslow Capital Management
Minnesota
$717K -$5.37M -21,542 -88%
CPIA
1057
Cornell Pochily Investment Advisors
New York
$717K +$44.4K +178 +7%
OCM
1058
Orser Capital Management
Texas
$716K +$14.2K +57 +2%
LW
1059
Libra Wealth
California
$716K – – –
PIMG
1060
Patriot Investment Management Group
Tennessee
$716K -$13.2K -53 -2%
LC
1061
Lincoln Capital
Nebraska
$715K -$120K -480 -14%
WGCA
1062
Wolf Group Capital Advisors
Virginia
$714K -$316K -1,266 -31%
EP
1063
Eudaimonia Partners
Tennessee
$713K -$52.1K -209 -7%
RWPA
1064
Richard W. Paul & Associates
Michigan
$713K -$7.73K -31 -1%
National Bank of Canada
1065
National Bank of Canada
Quebec, Canada
$712K +$21.7K +87 +3%
PFG
1066
Pacific Financial Group
Washington
$711K -$194K -777 -21%
CIA
1067
Compass Ion Advisors
Pennsylvania
$709K +$1.25K +5 +0.2%
WIP
1068
WealthCare Investment Partners
Rhode Island
$709K +$30.2K +121 +4%
MWM
1069
Marion Wealth Management
Pennsylvania
$705K +$83.3K +334 +13%
CA
1070
Claro Advisors
Massachusetts
$703K – – –
SIG
1071
Stonegate Investment Group
Alabama
$701K +$86.3K +346 +14%
LA
1072
Lane & Associates
New Jersey
$700K -$231K -926 -25%
SFS
1073
Summit Financial Strategies
Ohio
$698K – – –
9WM
1074
9258 Wealth Management
Ohio
$695K +$28.7K +115 +4%
CIA
1075
Cohen Investment Advisors
New Hampshire
$692K +$57.1K +229 +9%
41 42
43
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