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Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
+$76.9M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$64.8M
5
VWM
Venturi Wealth Management
Texas
+$57.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$7.35B
2
Bank of America
Bank of America
North Carolina
-$586M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$333M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$147M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1201
Fingerlakes Wealth Management
New York
$622K +$849 +3 +0.1%
WAG
1202
Winthrop Advisory Group
Massachusetts
$620K -$51.2K -181 -8%
FCBT
1203
First Citizens Bank & Trust
North Carolina
$615K +$90.3K +319 +17%
WA
1204
WP Advisors
California
$615K -$84.3K -298 -12%
CAAM
1205
Cornerstone Advisors Asset Management
Pennsylvania
$614K +$614K +2,170 New
AWM
1206
AAF Wealth Management
Massachusetts
$612K +$99K +350 +19%
JCM
1207
Jacobi Capital Management
Pennsylvania
$612K +$22.9K +81 +4%
PWAG
1208
Polaris Wealth Advisory Group
California
$611K +$611K +2,158 New
CFG
1209
Cooper Financial Group
California
$610K -$17.5K -62 -3%
VAM
1210
Verity Asset Management
North Carolina
$609K -$2.71M -9,588 -82%
WMP
1211
Wealth Management Partners
Arizona
$609K – – –
MAM
1212
McLean Asset Management
Virginia
$609K +$70.7K +250 +13%
AAS
1213
Annex Advisory Services
Wisconsin
$608K -$17K -60 -3%
FFA
1214
Founders Financial Alliance
North Carolina
$605K +$90K +318 +17%
BBNA
1215
Bremer Bank National Association
Minnesota
$603K – – –
IA
1216
IFG Advisors
Missouri
$603K -$566 -2 -0.1%
IFAM
1217
Institutional & Family Asset Management
Colorado
$602K -$3.11K -11 -0.5%
FNBT
1218
FineMark National Bank & Trust
Florida
$600K +$321K +1,136 +115%
AUB
1219
Atlantic Union Bankshares
Virginia
$599K +$36.8K +130 +7%
OWM
1220
Orgel Wealth Management
Wisconsin
$595K -$61.7K -218 -9%
HWM
1221
Hemington Wealth Management
Virginia
$593K – – –
SWM
1222
SFG Wealth Management
Maryland
$592K +$56.6K +200 +11%
WFPG
1223
Waller Financial Planning Group
Ohio
$592K -$57.1K -202 -9%
BWAM
1224
Boyd Watterson Asset Management
Ohio
$591K – – –
FNT
1225
First National Trust
Pennsylvania
$590K – – –
47 48
49
50 51