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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 %
MC
1051
Moors & Cabot
Massachusetts
$908K +$272K +999 +43%
BTW
1052
Boston Trust Walden
Massachusetts
$908K – – –
AOWM
1053
Alpha Omega Wealth Management
Virginia
$904K -$53.1K -195 -6%
CIA
1054
Capital Investment Advisors
Georgia
$893K +$13.1K +48 +1%
SL
1055
SWMG LLC
Texas
$889K +$84.7K +311 +11%
HTC
1056
Haverford Trust Company
Pennsylvania
$886K +$179K +657 +25%
WP
1057
Westmount Partners
California
$886K -$12K -44 -1%
EIA
1058
Eldridge Investment Advisors
New Hampshire
$880K +$33.5K +123 +4%
KA
1059
Klingman & Associates
New York
$880K +$43.6K +160 +5%
WW
1060
Waterfront Wealth
Kansas
$877K -$101K -373 -10%
RCM
1061
Raleigh Capital Management
North Carolina
$875K +$17.7K +65 +2%
TCM
1062
Tandem Capital Management
New Jersey
$874K +$33.5K +123 +4%
CTA
1063
Colonial Trust Advisors
South Carolina
$874K – – –
FPW
1064
Flagship Private Wealth
Massachusetts
$871K +$13.6K +50 +2%
Susquehanna International Group
1065
Susquehanna International Group
Pennsylvania
$870K -$1.94M -7,108 -69%
QCG
1066
Quadrant Capital Group
Ohio
$869K +$13.6K +50 +2%
BBHC
1067
Brown Brothers Harriman & Co
New York
$867K -$14.2K -52 -2%
PCMC
1068
Private Capital Management (Colorado)
Colorado
$864K -$65.1K -239 -7%
TFA
1069
Trinity Financial Advisors
Ohio
$862K +$176K +645 +26%
FSA
1070
Fort Sheridan Advisors
Illinois
$858K -$8.17K -30 -0.9%
HAG
1071
HF Advisory Group
Maryland
$850K -$44.4K -163 -5%
MFS
1072
McNamara Financial Services
Massachusetts
$849K -$1.91K -7 -0.2%
ZCM
1073
Ziegler Capital Management
Illinois
$848K -$78.1K -287 -8%
T. Rowe Price Associates
1074
T. Rowe Price Associates
Maryland
$844K – – –
LFG
1075
Larson Financial Group
Missouri
$842K +$398K +1,463 +90%
41 42
43
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