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Vanguard Growth ETF
VUG

Overview Fund Activity

1,710 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 671 increasing their positions, 625 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
+46
Holders Change %
+2.76%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.67%
New
168
Increased
671
Reduced
625
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$601M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$206M
3
RIA
Retirement Investment Advisors
Oklahoma
+$84.5M
4
PPFA
Provida Pension Fund Administrator
Chile
+$81M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$130M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
3
LPL Financial
LPL Financial
California
-$72.3M
4
Morgan Stanley
Morgan Stanley
New York
-$66.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
1251
Cypress Financial Planning
New Jersey
$439K -$9.22K -37 -2%
RF
1252
RHS Financial
California
$439K +$2K +8 +0.5%
BAM
1253
BOS Asset Management
Illinois
$439K – – –
CW
1254
Connectus Wealth
Ohio
$435K +$49.4K +198 +13%
SFA
1255
Seneca Financial Advisors
New York
$433K +$433K +1,734 New
LFA
1256
Legend Financial Advisors
Pennsylvania
$429K -$28.4K -114 -6%
FG
1257
Fiduciary Group
Georgia
$428K – – –
TFA
1258
Trinity Financial Advisors
Ohio
$428K -$99.8K -400 -19%
MWAM
1259
Manhattan West Asset Management
California
$427K +$62.4K +250 +17%
TWA
1260
TCI Wealth Advisors
Arizona
$425K – – –
CIAS
1261
Capital Investment Advisory Services
North Carolina
$425K +$18K +72 +4%
KWMG
1262
King Wealth Management Group
Florida
$425K -$12.5K -50 -3%
HWA
1263
Hilltop Wealth Advisors
North Carolina
$424K -$3.49K -14 -0.8%
FF
1264
Financial Futures
New Jersey
$423K -$16.2K -65 -4%
TAM
1265
Townsend Asset Management
North Carolina
$423K -$63.4K -254 -13%
PFM
1266
Parsec Financial Management
North Carolina
$421K – – –
CCM
1267
Carlson Capital Management
Minnesota
$421K -$249 -1 -0.1%
BFIM
1268
Beese Fulmer Investment Management
Ohio
$419K -$50.6K -203 -11%
MAS
1269
Meeder Advisory Services
Ohio
$414K -$58.1K -233 -12%
EFMC
1270
Empire Financial Management Company
New York
$413K +$413K +1,657 New
CAM
1271
Congress Asset Management
Massachusetts
$412K -$614K -2,461 -60%
GAB
1272
German American Bancorp
Indiana
$411K -$2.74K -11 -0.7%
FCFC
1273
First Commonwealth Financial Corp
Pennsylvania
$410K -$40.7K -163 -9%
BWM
1274
BerganKDV Wealth Management
Minnesota
$409K -$44.9K -180 -10%
AA
1275
AF Advisors
California
$408K +$2.49K +10 +0.6%
49 50
51
52 53