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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 %
FGA
1126
Fortis Group Advisors
New Jersey
$747K -$75.4K -302 -9%
NAM
1127
NorthCrest Asset Manangement
Minnesota
$746K – – –
RA
1128
Ruggaard & Associates
Ohio
$745K +$18.5K +68 +3%
RWPA
1129
Richard W. Paul & Associates
Michigan
$743K -$40.6K -149 -5%
3F
1130
360 Financial
Minnesota
$735K -$600K -2,186 -45%
AWA
1131
Arete Wealth Advisors
Illinois
$733K -$11.9M -43,618 -94%
GT
1132
Glenview Trust
Kentucky
$732K +$7.35K +27 +1%
LL
1133
LPWM LLC
Minnesota
$730K – – –
GSC
1134
Grey Street Capital
Illinois
$730K +$1.09K +4 +0.1%
W
1135
Wealthquest
Ohio
$728K +$38.1K +140 +6%
FRA
1136
Frank Rimerman Advisors
California
$727K – – –
IAG
1137
Investmark Advisory Group
Connecticut
$726K -$5.45K -20 -0.7%
RL
1138
Retireful LLC
Michigan
$718K +$38.2K +140 +6%
BCG
1139
Breakwater Capital Group
New Jersey
$718K +$189K +694 +36%
CIA
1140
Cape Investment Advisory
Georgia
$717K -$33K -121 -4%
WP
1141
WMS Partners
Maryland
$717K – – –
FNBT
1142
FineMark National Bank & Trust
Florida
$714K +$136K +501 +24%
SIMG
1143
Sonora Investment Management Group
Arizona
$713K +$61K +224 +9%
CAM
1144
CPA Asset Management
Florida
$712K – – –
CHA
1145
Carmichael Hill & Associates
Maryland
$709K – – –
CCA
1146
Conservest Capital Advisors
Pennsylvania
$708K – – –
BBNA
1147
Bremer Bank National Association
Minnesota
$707K +$127K +465 +22%
LWM
1148
Laidlaw Wealth Management
New York
$706K -$1.82M -6,685 -72%
TCOV
1149
Trust Company of Vermont
Vermont
$704K +$22.9K +84 +3%
WAL
1150
W Advisors LLC
Tennessee
$702K +$1.63K +6 +0.2%
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