VUG icon

Vanguard Growth ETF
VUG

Overview Fund Activity

1,184 hedge funds and large institutions have $40B invested in Vanguard Growth ETF in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 401 increasing their positions, 479 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+49
Holders Change %
+4.32%
% of All Funds
23.95%
Holding in Top 10
207
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.5%
% of All Funds
4.19%
New
106
Increased
401
Reduced
479
Closed
44
Calls
$165M
Puts
$66M
Net Calls
+$98.8M
Net Calls Change
+$88.3M

Top Buyers

1
DILIC
1
Dai-ichi Life Insurance Company
Japan
$92.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
BDF
3
Balasa Dinverno & Foltz
$43M
4
EWA
4
EP Wealth Advisors
California
$292M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$438M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.19B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.57B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.21B
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$164M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1126
Janiczek Wealth Management
Colorado
$47K – – –
ONST
1127
Old North State Trust
North Carolina
$44K +$44K +194 New
KFS
1128
Kelly Financial Services
Massachusetts
$41K +$41K +180 New
BC
1129
Barnett & Company
Tennessee
$41K – – –
MFT
1130
Moisand Fitzgerald Tamayo
Florida
$41K +$41K +182 New
PS
1131
Planned Solutions
California
$39K +$39K +173 New
PFA
1132
Professional Financial Advisors
Nebraska
$39K +$39K +179 New
IFA
1133
Interactive Financial Advisors
Illinois
$38K -$683 -3 -2%
HFA
1134
HC Financial Advisors
California
$37K +$2.53K +11 +7%
PCWA
1135
Pacific Capital Wealth Advisors
California
$37K +$37K +161 New
RMC
1136
Resources Management Corp
Connecticut
$36K – – –
PGAM
1137
Princeton Global Asset Management
New Jersey
$36K – – –
BAM
1138
Bellevue Asset Management
Washington
$36K – – –
TCM
1139
Tradewinds Capital Management
Washington
$34K – – –
CAGAS
1140
Capital Advisory Group Advisory Services
Minnesota
$33K – – –
LS
1141
Leelyn Smith
Illinois
$32K -$2.27K -10 -7%
AWM
1142
Avondale Wealth Management
Texas
$30K – – –
HI
1143
Hudock Inc
Pennsylvania
$27K – – –
RBC
1144
Roble Belko & Company
Pennsylvania
$25K – – –
TFGT
1145
TS Financial Group (TSFG)
Illinois
$25K – – –
PCTC
1146
Perkins Coie Trust Company
Washington
$23K – – –
AWM
1147
AllSquare Wealth Management
New York
$23K – – –
MPWT
1148
MassMutual Private Wealth & Trust
Connecticut
$23K – – –
PFSC
1149
Peoples Financial Services Corp
Pennsylvania
$23K – – –
BWP
1150
Baldwin Wealth Partners
Massachusetts
$21K – – –
44 45
46
47 48