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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 %
TVAMP
1301
Tennessee Valley Asset Management Partners
Tennessee
$481K -$545 -2 -0.1%
WI
1302
Wintrust Investments
Illinois
$478K +$122K +448 +34%
CT
1303
Colonial Trust
South Carolina
$478K +$6.54K +24 +1%
FFA
1304
Fi3 Financial Advisors
Indiana
$477K +$52.3K +192 +12%
AMBIA
1305
Allen Mooney & Barnes Investment Advisors
Georgia
$476K +$272 +1 +0.1%
AFP
1306
Alpha Financial Partners
Kentucky
$475K – – –
APP
1307
Avantax Planning Partners
Iowa
$475K -$218K -802 -32%
AFO
1308
Arrowroot Family Office
California
$473K -$23.1K -85 -5%
TWA
1309
TCI Wealth Advisors
Arizona
$473K -$7.08K -26 -1%
SFA
1310
Seneca Financial Advisors
New York
$472K – – –
BTWM
1311
Baker Tilly Wealth Management
Wisconsin
$470K -$3.64M -13,374 -89%
TC
1312
Toews Corporation
New Jersey
$470K -$22.3K -82 -5%
FCC
1313
Flower City Capital
New York
$469K – – –
KWMG
1314
King Wealth Management Group
Florida
$468K -$153K -563 -25%
SWA
1315
SFMG Wealth Advisors
Texas
$468K -$15K -55 -3%
FG
1316
Fiduciary Group
Georgia
$468K – – –
IAA
1317
Independent Advisor Alliance
North Carolina
$467K +$7.35K +27 +2%
CCMG
1318
Clark Capital Management Group
Pennsylvania
$466K +$49K +180 +12%
TA
1319
TFG Advisers
Michigan
$465K +$272 +1 +0.1%
PFSC
1320
Peoples Financial Services Corp
Pennsylvania
$465K – – –
TAM
1321
Townsend Asset Management
North Carolina
$461K -$272 -1 -0.1%
MWAM
1322
Manhattan West Asset Management
California
$460K +$4.87K +18 +1%
ZIM
1323
Zacks Investment Management
Illinois
$459K +$78.4K +288 +21%
BFIM
1324
Beese Fulmer Investment Management
Ohio
$459K +$1.09K +4 +0.2%
NFSG
1325
Newbridge Financial Services Group
Florida
$455K +$168K +617 +58%
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53
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