VUG icon

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 %
MCM
1126
Mainstay Capital Management
Michigan
$596K -$326K -1,309 -35%
TCM
1127
Twele Capital Management
Minnesota
$595K – – –
LPIC
1128
LeJeune Puetz Investment Counsel
Michigan
$592K +$91.5K +367 +18%
WAG
1129
Winthrop Advisory Group
Massachusetts
$592K +$96.8K +388 +20%
APW
1130
Atlantic Private Wealth
North Carolina
$590K -$85.3K -342 -13%
HPC
1131
HM Payson & Co
Maine
$590K – – –
MWA
1132
Meridian Wealth Advisors
Texas
$587K – – –
AWM
1133
Aspire Wealth Management
Massachusetts
$585K +$93.3K +374 +19%
IP
1134
Intellectus Partners
California
$583K – – –
BFG
1135
Bouchey Financial Group
New York
$581K +$66.8K +268 +13%
OWM
1136
Orgel Wealth Management
Wisconsin
$579K -$144K -578 -20%
CAM
1137
Carret Asset Management
New York
$576K +$9.97K +40 +2%
XF
1138
XML Financial
Maryland
$574K +$249 +1 +0%
G
1139
GenTrust
Florida
$573K – – –
WFPG
1140
Waller Financial Planning Group
Ohio
$572K -$193K -775 -25%
HA
1141
Herold Advisors
New York
$571K +$40.2K +161 +8%
NAM
1142
NorthCrest Asset Manangement
Minnesota
$569K +$143K +575 +34%
CCM
1143
Chilton Capital Management
Texas
$568K -$278K -1,115 -33%
TA
1144
TFB Advisors
Kansas
$567K -$24.2K -97 -4%
RA
1145
Ruggaard & Associates
Ohio
$563K +$563K +2,257 New
SYBT
1146
Stock Yards Bank & Trust
Kentucky
$563K -$4.99K -20 -0.9%
WAOI
1147
Wealth Advisors of Iowa
Iowa
$562K +$249 +1 +0%
WA
1148
Wealth Architects
California
$561K – – –
GT
1149
Glenview Trust
Kentucky
$560K -$133K -533 -19%
BSG
1150
Black Swift Group
Colorado
$560K – – –
44 45
46
47 48