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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 %
BAM
1251
Berkshire Asset Management
Pennsylvania
$557K – – –
WCM
1252
Windsor Capital Management
Arizona
$554K -$272 -1 -0%
TA
1253
TruWealth Advisors
Louisiana
$552K +$67.5K +248 +14%
TCM
1254
Traynor Capital Management
Pennsylvania
$551K +$46K +169 +9%
CCFCSB
1255
Cape Cod Five Cents Savings Bank
Massachusetts
$550K +$275K +1,010 +100%
JCM
1256
Jacobi Capital Management
Pennsylvania
$549K -$39.8K -146 -7%
ANTB
1257
AMG National Trust Bank
Colorado
$548K -$18.5K -68 -3%
OWM
1258
Orgel Wealth Management
Wisconsin
$547K -$25.6K -94 -4%
LSA
1259
L & S Advisors
California
$547K -$6.26K -23 -1%
LIA
1260
LifePlan Investment Advisors
North Carolina
$546K +$164K +603 +43%
NIC
1261
Northwest Investment Counselors
Oregon
$543K +$545 +2 +0.1%
SA
1262
Strategic Advocates
Utah
$542K +$542K +1,992 New
Winslow Capital Management
1263
Winslow Capital Management
Minnesota
$541K +$110K +405 +26%
MIAS
1264
Mason Investment Advisory Services
Virginia
$540K +$48.2K +177 +10%
IW
1265
Imprint Wealth
South Carolina
$535K +$47.7K +175 +10%
SPP
1266
Single Point Partners
Massachusetts
$534K +$534K +1,961 New
VT
1267
Vise Technologies
New York
$530K +$530K +1,945 New
FWM
1268
Fairhaven Wealth Management
Illinois
$528K – – –
CT
1269
Cambridge Trust
Massachusetts
$525K -$28.9K -106 -5%
SCA
1270
Sandy Cove Advisors
Massachusetts
$523K +$37.6K +138 +8%
SWM
1271
SFG Wealth Management
Maryland
$523K -$46.6K -171 -8%
AWM
1272
AAF Wealth Management
Massachusetts
$522K -$66.7K -245 -11%
FB
1273
First Bancorp
Maine
$522K -$14.2K -52 -3%
CA
1274
Calton & Associates
Florida
$521K -$4.52M -16,616 -90%
BAM
1275
BOS Asset Management
Illinois
$521K – – –
49 50
51
52 53