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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 %
WA
1101
WBH Advisory
Maryland
$777K +$47.9K +176 +7%
LW
1102
Libra Wealth
California
$776K -$5.72K -21 -0.7%
PIMG
1103
Patriot Investment Management Group
Tennessee
$774K -$7.08K -26 -0.9%
VNA
1104
Valley National Advisers
Pennsylvania
$774K +$60.8K +223 +9%
OHWA
1105
Oak Hill Wealth Advisors
Virginia
$773K -$57.7K -212 -7%
FMII
1106
Farmers & Merchants Investments Inc
Nebraska
$773K +$428K +1,570 +124%
Kayne Anderson Rudnick Investment Management
1107
Kayne Anderson Rudnick Investment Management
California
$772K – – –
TA
1108
TrueWealth Advisors
Alabama
$771K +$34.9K +128 +5%
CA
1109
Claro Advisors
Massachusetts
$769K +$1.91K +7 +0.2%
MWM
1110
Marion Wealth Management
Pennsylvania
$769K – – –
FFA
1111
First Foundation Advisors
California
$767K -$128K -471 -14%
LC
1112
Lincoln Capital
Nebraska
$766K -$28.9K -106 -4%
Deutsche Bank
1113
Deutsche Bank
Germany
$765K -$315K -1,157 -29%
SFS
1114
Summit Financial Strategies
Ohio
$764K -$32.7K -120 -4%
CAG
1115
Crestwood Advisors Group
Massachusetts
$762K -$136K -501 -15%
NL
1116
Navalign LLC
California
$759K -$34K -125 -4%
9WM
1117
9258 Wealth Management
Ohio
$759K – – –
TA
1118
Tectonic Advisors
Texas
$757K +$5.17K +19 +0.7%
National Bank of Canada
1119
National Bank of Canada
Quebec, Canada
$756K +$3.29K +12 +0.4%
FNB
1120
Farmers National Bank
Kentucky
$753K -$17.4K -64 -2%
NCM
1121
Noesis Capital Mangement
Florida
$752K – – –
TNB
1122
Thomasville National Bank
Georgia
$752K +$69.7K +256 +10%
TFGT
1123
TS Financial Group (TSFG)
Illinois
$751K -$48.2K -177 -6%
AWA
1124
Alaska Wealth Advisors
Alaska
$747K -$60.2K -221 -7%
WIP
1125
WealthCare Investment Partners
Rhode Island
$747K -$13.2K -48 -2%
43 44
45
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