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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 %
TNB
1101
Thomasville National Bank
Georgia
$652K -$89.1K -357 -12%
VNA
1102
Valley National Advisers
Pennsylvania
$650K -$9.19K -37 -1%
CA
1103
Clearstead Advisors
Ohio
$650K +$434K +1,738 +200%
CHA
1104
Carmichael Hill & Associates
Maryland
$649K +$1.25K +5 +0.2%
CCA
1105
Conservest Capital Advisors
Pennsylvania
$649K – – –
HGWM
1106
Harvest Group Wealth Management
Massachusetts
$648K -$19.5K -78 -3%
EWM
1107
EPG Wealth Management
Georgia
$642K – – –
VCM
1108
Viewpoint Capital Management
Washington
$641K – – –
LFA
1109
Level Financial Advisors
New York
$637K -$45.2K -181 -7%
MWM
1110
Madison Wealth Management
Ohio
$636K – – –
W
1111
Wealthquest
Ohio
$632K +$9.23K +37 +1%
FCB
1112
First Command Bank
Texas
$630K +$289K +1,158 +85%
FCFS
1113
First Command Financial Services
Texas
$630K +$289K +1,158 +85%
TWA
1114
Talisman Wealth Advisors
New Jersey
$627K +$7.74K +31 +1%
FWM
1115
Focused Wealth Management
New York
$625K – – –
SWP
1116
Summit Wealth Partners
Florida
$623K -$253K -1,016 -29%
TAM
1117
Tocqueville Asset Management
New York
$622K +$622K +2,494 New
TDC
1118
Thompson Davis & Co
Virginia
$619K +$3.24K +13 +0.5%
WA
1119
WP Advisors
California
$616K -$13.2K -53 -2%
1WA
1120
180 Wealth Advisors
Washington
$612K +$117K +468 +24%
PAG
1121
Private Advisory Group
Washington
$606K -$4.74K -19 -0.8%
LCWP
1122
Legacy Capital Wealth Partners
Arkansas
$604K -$10.2K -41 -2%
BMWM
1123
Brown Miller Wealth Management
Virginia
$603K +$27.4K +110 +5%
CRI
1124
Colonial River Investments
Virginia
$599K +$2.49K +10 +0.4%
Millennium Management
1125
Millennium Management
New York
$599K +$599K +2,400 New
43 44
45
46 47