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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 %
BFEC
1276
Benjamin F. Edwards & Company
Missouri
$520K +$1.36K +5 +0.3%
WAG
1277
Winthrop Advisory Group
Massachusetts
$519K -$77.6K -285 -13%
ONB
1278
Old National Bancorp
Indiana
$519K – – –
SSC
1279
Syverson Strege & Co
Iowa
$519K – – –
DWM
1280
Denver Wealth Management
Colorado
$518K +$817 +3 +0.2%
SAM
1281
S.A. Mason
Michigan
$518K – – –
TCM
1282
Towercrest Capital Management
Pennsylvania
$517K +$272 +1 +0.1%
AC
1283
AlphaCore Capital
California
$517K +$496K +1,821 +2,396%
MWM
1284
Maltin Wealth Management
New Jersey
$510K +$545 +2 +0.1%
LWM
1285
LJI Wealth Management
Indiana
$510K +$9.53K +35 +2%
GAB
1286
German American Bancorp
Indiana
$505K +$4.09K +15 +0.8%
CF
1287
Clarity Financial
Texas
$504K +$57.7K +212 +13%
EP
1288
Edgestream Partners
New Jersey
$503K -$206K -757 -29%
BPWM
1289
Badgley Phelps Wealth Managers
Washington
$501K +$87.7K +322 +21%
MA
1290
MKT Advisors
California
$499K +$274 +1 +0.1%
EGWAG
1291
Elwood & Goetz Wealth Advisory Group
Georgia
$498K -$12K -44 -2%
NCM
1292
Next Capital Management
New York
$498K +$74.1K +272 +17%
FAT
1293
First American Trust
California
$497K +$497K +1,824 New
CMA
1294
Cedar Mountain Advisors
Oregon
$494K +$58.8K +216 +14%
SFP
1295
Sterling Financial Planning
New Jersey
$493K -$23.4K -86 -5%
SRWM
1296
Shira Ridge Wealth Management
California
$493K -$1.36K -5 -0.3%
NCM
1297
Narwhal Capital Management
Georgia
$490K – – –
SFS
1298
Strategic Financial Services
New York
$488K – – –
AIA
1299
Ally Invest Advisors
North Carolina
$488K +$13.3K +49 +3%
CTB
1300
Country Trust Bank
Illinois
$485K +$21K +77 +5%
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