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Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
+$76.9M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$64.8M
5
VWM
Venturi Wealth Management
Texas
+$57.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$7.35B
2
Bank of America
Bank of America
North Carolina
-$586M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$333M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$147M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1101
Marion Wealth Management
Pennsylvania
$799K – – –
PFG
1102
Pacific Financial Group
Washington
$799K -$7.92K -28 -1%
CIS
1103
Continental Investors Services
Washington
$798K +$399K +1,386 +100%
CA
1104
Claro Advisors
Massachusetts
$798K – – –
AFG
1105
Allegheny Financial Group
Pennsylvania
$797K -$417K -1,475 -34%
SFP
1106
Shepherd Financial Partners
Massachusetts
$795K +$168K +595 +27%
Polen Capital Management
1107
Polen Capital Management
Florida
$795K +$795K +2,808 New
9WM
1108
9258 Wealth Management
Ohio
$788K – – –
FCA
1109
FinTrust Capital Advisors
South Carolina
$787K – – –
WIP
1110
WealthCare Investment Partners
Rhode Island
$785K -$20.4K -72 -3%
NCM
1111
Noesis Capital Mangement
Florida
$782K – – –
TA
1112
Tectonic Advisors
Texas
$781K +$34.8K +123 +5%
CIA
1113
Cape Investment Advisory
Georgia
$780K -$37.6K -133 -5%
National Bank of Canada
1114
National Bank of Canada
Quebec, Canada
$777K -$30.5K -108 -4%
NAM
1115
NorthCrest Asset Manangement
Minnesota
$775K +$129K +457 +20%
VCP
1116
Verus Capital Partners
Arizona
$768K +$6.23K +22 +0.8%
TA
1117
TrueWealth Advisors
Alabama
$766K +$8.21K +29 +1%
IAG
1118
Investmark Advisory Group
Connecticut
$759K +$8.77K +31 +1%
RFN
1119
Redwood Financial Network
Ohio
$758K +$14.1K +50 +2%
WA
1120
WBH Advisory
Maryland
$757K +$148K +522 +24%
GSC
1121
Grey Street Capital
Illinois
$757K +$757K +2,676 New
FRA
1122
Frank Rimerman Advisors
California
$755K -$81.8K -289 -10%
RA
1123
Ruggaard & Associates
Ohio
$755K +$116K +410 +18%
WTB
1124
Washington Trust Bank
Washington
$753K – – –
LL
1125
LPWM LLC
Minnesota
$753K +$1.7K +6 +0.2%
43 44
45
46 47