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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 %
PAMG
1176
Patton Albertson Miller Group
Tennessee
$656K -$39.5K -145 -6%
TAM
1177
Tocqueville Asset Management
New York
$656K – – –
PFA
1178
Petra Financial Advisors
Colorado
$654K +$654K +2,401 New
AIM
1179
Athena Investment Management
California
$652K – – –
BONH
1180
Bank of New Hampshire
New Hampshire
$649K -$67K -246 -9%
CWP
1181
Corepath Wealth Partners
Arizona
$648K – – –
ICP
1182
Interchange Capital Partners
Pennsylvania
$647K – – –
BWA
1183
Beam Wealth Advisors
Louisiana
$644K +$38.1K +140 +6%
MWA
1184
Meridian Wealth Advisors
Texas
$640K – – –
MCM
1185
Mainstay Capital Management
Michigan
$640K – – –
GWA
1186
GGM Wealth Advisors
Maryland
$638K -$2.72K -10 -0.4%
SW
1187
SteelPeak Wealth
California
$638K +$391K +1,437 +159%
AIC
1188
Archer Investment Corporation
Indiana
$637K +$25.9K +95 +4%
IP
1189
Intellectus Partners
California
$637K – – –
TDC
1190
Thompson Davis & Co
Virginia
$636K -$25.6K -94 -4%
CPWM
1191
Cypress Point Wealth Management
Texas
$635K +$635K +2,333 New
HL
1192
HeadInvest LLC
Maine
$634K -$96.1K -350 -13%
AWM
1193
Accel Wealth Management
Iowa
$629K +$98.3K +361 +19%
G
1194
GenTrust
Florida
$627K – – –
FFWA
1195
FRG Family Wealth Advisors
Washington
$626K +$79.2K +291 +14%
CAM
1196
Carret Asset Management
New York
$621K – – –
TCM
1197
Twele Capital Management
Minnesota
$618K -$22.6K -83 -4%
SYBT
1198
Stock Yards Bank & Trust
Kentucky
$618K – – –
ST
1199
Sabal Trust
Florida
$617K -$599K -2,199 -49%
CRI
1200
Colonial River Investments
Virginia
$617K -$5.99K -22 -1%
46 47
48
49 50