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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 %
FCA
1076
FinTrust Capital Advisors
South Carolina
$839K -$167K -613 -17%
DA
1077
Detalus Advisors
Missouri
$836K -$8.17K -30 -1%
NEPWA
1078
New England Private Wealth Advisors
Massachusetts
$835K -$3.54K -13 -0.4%
SFP
1079
Shepherd Financial Partners
Massachusetts
$830K +$65.4K +240 +9%
MAA
1080
Matrix Asset Advisors
New York
$827K -$48.7K -179 -6%
TLA
1081
Tanglewood Legacy Advisors
Texas
$823K – – –
VCP
1082
Verus Capital Partners
Arizona
$822K +$83.3K +306 +11%
EWM
1083
EPG Wealth Management
Georgia
$822K -$6.81K -25 -0.8%
RF
1084
RHS Financial
California
$816K +$347K +1,275 +74%
LW
1085
Linscomb Wealth
Texas
$815K -$545 -2 -0.1%
MLA
1086
MB, Levis & Associates
Pennsylvania
$813K +$1.09K +4 +0.1%
JFGIW
1087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$812K -$14.2K -52 -2%
BAG
1088
Bridgewealth Advisory Group
California
$811K +$811K +2,979 New
PFA
1089
Pure Financial Advisors
California
$805K +$304K +1,117 +61%
WB
1090
WesBanco Bank
West Virginia
$803K -$24K -88 -3%
NAG
1091
Northstar Advisory Group
New Jersey
$801K -$75.4K -277 -9%
TFA
1092
Triad Financial Advisors
North Carolina
$798K -$24K -88 -3%
PFA
1093
Pinnacle Family Advisors
Missouri
$795K -$511K -1,875 -39%
PCH
1094
PGIM Custom Harvest
New Jersey
$791K +$186K +683 +31%
CIA
1095
Cohen Investment Advisors
New Hampshire
$790K +$14.2K +52 +2%
RRA
1096
Round Rock Advisors
Connecticut
$789K -$817 -3 -0.1%
HWA
1097
Hilltop Wealth Advisors
North Carolina
$787K -$91K -334 -10%
AWM
1098
Aprio Wealth Management
Georgia
$780K -$249K -915 -24%
EP
1099
Eudaimonia Partners
Tennessee
$779K +$2.72K +10 +0.4%
CPIA
1100
Cornell Pochily Investment Advisors
New York
$777K -$5.45K -20 -0.7%
42 43
44
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