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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 %
AIP
1151
Almanack Investment Partners
Pennsylvania
$557K +$65.9K +264 +13%
FW
1152
FirstPurpose Wealth
Utah
$556K -$945K -3,790 -63%
WW
1153
Westshore Wealth
California
$554K -$253K -1,015 -31%
FIBT
1154
First International Bank & Trust
North Dakota
$554K +$61.4K +246 +12%
CFG
1155
Cooper Financial Group
California
$553K +$155K +620 +39%
SFP
1156
Shepherd Financial Partners
Massachusetts
$552K -$340K -1,362 -38%
MAS
1157
Madden Advisory Services
Florida
$552K +$499 +2 +0.1%
AAS
1158
Annex Advisory Services
Wisconsin
$551K -$95.8K -384 -15%
SFMG
1159
Sage Financial Management Group
Virginia
$551K – – –
FTC
1160
Farmers Trust Company
Ohio
$549K -$182K -731 -25%
GCWM
1161
Graham Capital Wealth Management
District of Columbia
$549K +$549K +220 New
FWM
1162
Fingerlakes Wealth Management
New York
$547K -$23K -92 -4%
OBWP
1163
O'Brien Wealth Partners
Massachusetts
$545K +$24K +96 +5%
CFAM
1164
Center For Asset Management
Florida
$543K -$82.1K -329 -13%
ACM
1165
Absolute Capital Management
Pennsylvania
$542K +$153K +613 +39%
WA
1166
WBH Advisory
Maryland
$538K +$538K +2,155 New
PFA
1167
Pinnacle Family Advisors
Missouri
$537K -$145K -580 -21%
WMP
1168
Wealth Management Partners
Arizona
$537K +$37.7K +151 +8%
GIA
1169
Guyasuta Investment Advisors
Pennsylvania
$536K +$249K +1,000 +87%
SSC
1170
Syverson Strege & Co
Iowa
$536K -$17K -68 -3%
IFAM
1171
Institutional & Family Asset Management
Colorado
$534K -$157K -628 -23%
AIM
1172
Athena Investment Management
California
$532K – – –
M
1173
MYeCFO
California
$532K -$150K -601 -22%
IA
1174
IFG Advisors
Missouri
$532K +$26.4K +106 +5%
BBNA
1175
Bremer Bank National Association
Minnesota
$532K +$157K +628 +42%
45 46
47
48 49