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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 %
First Manhattan
1151
First Manhattan
New York
$698K -$256K -939 -27%
MWM
1152
Madison Wealth Management
Ohio
$695K – – –
LFA
1153
Level Financial Advisors
New York
$695K +$272 +1 +0%
EWM
1154
Executive Wealth Management
Michigan
$690K +$67K +246 +11%
SBIA
1155
Sheaff Brock Investment Advisors
Indiana
$690K +$149K +546 +27%
TWA
1156
Talisman Wealth Advisors
New Jersey
$689K +$4.36K +16 +0.6%
WAOI
1157
Wealth Advisors of Iowa
Iowa
$689K -$106K -389 -13%
LWCFA
1158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$688K – – –
FWM
1159
Focused Wealth Management
New York
$682K -$272 -1 -0%
SCM
1160
Shelton Capital Management
Colorado
$681K +$681K +2,500 New
RMDI
1161
R.M. Davis Inc
Maine
$679K +$121K +445 +22%
BFG
1162
Bouchey Financial Group
New York
$679K -$4.36K -16 -0.6%
SAM
1163
Synergy Asset Management
Washington
$678K +$678K +2,490 New
CFG
1164
Cooper Financial Group
California
$673K +$86.3K +317 +15%
HA
1165
Herold Advisors
New York
$670K – – –
BFA
1166
Beacon Financial Advisory
Ohio
$669K +$255K +936 +62%
EWA
1167
Evolution Wealth Advisors
Florida
$669K – – –
HIS
1168
Horizon Investment Services
Indiana
$667K +$20.4K +75 +3%
1WA
1169
180 Wealth Advisors
Washington
$667K -$2.72K -10 -0.4%
BSG
1170
Black Swift Group
Colorado
$666K -$33.8K -124 -5%
APW
1171
Atlantic Private Wealth
North Carolina
$661K +$15.8K +58 +2%
PAG
1172
Private Advisory Group
Washington
$660K -$1.91K -7 -0.3%
RFN
1173
Redwood Financial Network
Ohio
$660K -$69.7K -256 -10%
FCAS
1174
First Command Advisory Services
Texas
$660K +$658K +2,418 +48,360%
PP
1175
PDS Planning
Ohio
$657K +$260K +956 +66%
45 46
47
48 49