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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 %
PCG
1226
Prosperity Consulting Group
Maryland
$591K +$68.6K +252 +13%
AAS
1227
Annex Advisory Services
Wisconsin
$591K +$5.18K +19 +0.9%
WDG
1228
Wealth Dimensions Group
Ohio
$590K +$26.1K +96 +5%
CCM
1229
Chilton Capital Management
Texas
$586K -$34K -125 -5%
CG
1230
Cynosure Group
Utah
$586K +$586K +2,151 New
IA
1231
IFG Advisors
Missouri
$584K +$3.54K +13 +0.6%
CFAM
1232
Center For Asset Management
Florida
$583K -$25.3K -93 -4%
FNT
1233
First National Trust
Pennsylvania
$582K +$15K +55 +3%
FFA
1234
Founders Financial Alliance
North Carolina
$582K – – –
HB
1235
Horizon Bancorp
Indiana
$579K +$139K +511 +32%
IFAM
1236
Institutional & Family Asset Management
Colorado
$579K -$817 -3 -0.1%
CGPCS
1237
Capital Group Private Client Services
California
$578K +$203K +744 +54%
AUB
1238
Atlantic Union Bankshares
Virginia
$577K – – –
3LCM
1239
3D/L Capital Management
Connecticut
$575K -$455K -1,669 -44%
ITIM
1240
Indiana Trust & Investment Management
Indiana
$574K +$574K +2,109 New
SJL
1241
Shayne & Jacobs LLC
Tennessee
$572K +$572K +2,100 New
HWM
1242
Hemington Wealth Management
Virginia
$571K – – –
PWA
1243
Phoenix Wealth Advisors
North Carolina
$571K +$19.9K +73 +4%
SWP
1244
Summit Wealth Partners
Florida
$569K -$30.2K -111 -5%
BWAM
1245
Boyd Watterson Asset Management
Ohio
$569K – – –
CW
1246
Channel Wealth
California
$568K -$75.4K -277 -12%
XF
1247
XML Financial
Maryland
$567K +$2.18K +8 +0.4%
WMP
1248
Wealth Management Partners
Arizona
$564K -$22.1K -81 -4%
WFPG
1249
Waller Financial Planning Group
Ohio
$563K -$6.26K -23 -1%
OWA
1250
One Wealth Advisors
California
$560K – – –
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50
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