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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 %
PSF
1201
Pacific Sun Financial
California
$617K – – –
Belvedere Trading
1202
Belvedere Trading
Illinois
$616K +$616K +2,261 New
GC
1203
GFG Capital
Florida
$615K – – –
BMWM
1204
Brown Miller Wealth Management
Virginia
$614K – – –
TPWA
1205
TRUE Private Wealth Advisors
Oregon
$613K +$613K +2,252 New
WA
1206
Wealth Architects
California
$613K – – –
GL
1207
Graypoint LLC
New York
$612K +$612K +2,248 New
RWM
1208
RKL Wealth Management
Pennsylvania
$611K +$118K +435 +24%
M
1209
MYeCFO
California
$609K -$26.4K -97 -4%
AIM
1210
Anchor Investment Management
South Carolina
$606K +$161K +592 +36%
FIBT
1211
First International Bank & Trust
North Dakota
$605K – – –
MAM
1212
McLean Asset Management
Virginia
$603K – – –
SFMG
1213
Sage Financial Management Group
Virginia
$602K +$602K +2,210 New
AC
1214
Apella Capital
Connecticut
$601K -$28.1K -103 -4%
MAS
1215
Madden Advisory Services
Florida
$601K -$1.91K -7 -0.3%
ACM
1216
Absolute Capital Management
Pennsylvania
$600K -$62.9K -231 -9%
FTC
1217
Farmers Trust Company
Ohio
$599K – – –
FWM
1218
Fingerlakes Wealth Management
New York
$599K +$817 +3 +0.1%
WGCA
1219
Wolf Group Capital Advisors
Virginia
$597K -$128K -470 -18%
CHJWM
1220
Carlton Hofferkamp & Jenks Wealth Management
Texas
$593K +$238K +894 +67%
FW
1221
FirstPurpose Wealth
Utah
$593K -$13.6K -50 -2%
WA
1222
WP Advisors
California
$592K +$817 +3 +0.1%
FCBT
1223
First Citizens Bank & Trust
North Carolina
$592K – – –
DWP
1224
Daymark Wealth Partners
Ohio
$591K +$227K +833 +62%
CAAM
1225
Cornerstone Advisors Asset Management
Pennsylvania
$591K – – –
47 48
49
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