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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 %
CWM
1301
Collaborative Wealth Management
Florida
$385K – – –
PO
1302
Private Ocean
California
$385K – – –
PG
1303
Proffitt & Goodson
Tennessee
$384K -$45.4K -182 -11%
BWL
1304
Bogart Wealth LLC
Virginia
$384K -$1.47M -5,881 -79%
RP
1305
Rowlandmiller & Partners
Georgia
$382K – – –
FFG
1306
Frisch Financial Group
New York
$380K +$106K +427 +39%
HIC
1307
Holderness Investments Company
North Carolina
$379K +$8.73K +35 +2%
BPWM
1308
Badgley Phelps Wealth Managers
Washington
$379K -$10.5K -42 -3%
BCP
1309
Blue Chip Partners
Michigan
$378K +$5.24K +21 +1%
TCM
1310
Triumph Capital Management
Colorado
$378K -$131K -524 -26%
HFS
1311
Horizon Financial Services
North Carolina
$377K -$33.7K -135 -8%
TH
1312
Team Hewins
California
$377K -$74.8K -300 -17%
FBFS
1313
First Business Financial Services
Wisconsin
$375K – – –
CC
1314
Cannell & Co
New York
$373K +$373K +1,494 New
QCIG
1315
Quad-Cities Investment Group
Iowa
$370K – – –
RMDI
1316
R.M. Davis Inc
Maine
$369K -$233K -934 -39%
RFN
1317
RDA Financial Network
Iowa
$367K – – –
MP
1318
McDonald Partners
Ohio
$363K – – –
PP
1319
PDS Planning
Ohio
$363K +$499 +2 +0.1%
CWM
1320
Curi Wealth Management
North Carolina
$362K +$11.5K +46 +3%
MA
1321
MKT Advisors
California
$360K +$128K +522 +55%
CMA
1322
Cedar Mountain Advisors
Oregon
$360K +$16.2K +65 +5%
ZIM
1323
Zacks Investment Management
Illinois
$359K +$99.7K +400 +38%
RWA
1324
Rainsberger Wealth Advisors
Colorado
$358K +$748 +3 +0.2%
Chevy Chase Trust
1325
Chevy Chase Trust
Maryland
$357K -$51.9K -208 -13%
51 52
53
54 55