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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 %
MLFP
1326
MPS Loria Financial Planners
Illinois
$357K -$6.98K -28 -2%
RB
1327
Rodgers Brothers
Pennsylvania
$357K -$57.9K -232 -14%
EWA
1328
Evolution Wealth Advisors
Florida
$355K – – –
NWMG
1329
National Wealth Management Group
Ohio
$355K -$211K -830 -37%
CWM
1330
Chemistry Wealth Management
New York
$354K +$2.25K +9 +0.6%
FCA
1331
Fortis Capital Advisors
Kansas
$354K -$113K -455 -24%
BFA
1332
Beacon Financial Advisory
Ohio
$354K +$115K +460 +48%
CG
1333
CFO4Life Group
Texas
$353K +$11.7K +47 +3%
JWCA
1334
J.W. Coons Advisors
Ohio
$351K +$249 +1 +0.1%
CGPCS
1335
Capital Group Private Client Services
California
$350K -$13.5K -54 -4%
PWW
1336
Pettyjohn Wood & White
Virginia
$349K – – –
AMCA
1337
Arthur M. Cohen & Associates
Illinois
$349K +$249 +1 +0.1%
PP
1338
Pacifica Partners
Canada
$349K +$246 +1 +0.1%
CGA
1339
Crescent Grove Advisors
Illinois
$349K – – –
CWS
1340
Cypress Wealth Services
California
$349K +$249 +1 +0.1%
UWPG
1341
Ullmann Wealth Partners Group
Florida
$348K – – –
CIS
1342
Continental Investors Services
Washington
$346K – – –
WOSD
1343
WFA of San Diego
California
$345K +$7.73K +31 +2%
TCOV
1344
Trust Company of Vermont
Vermont
$345K -$4.74K -19 -1%
EBA
1345
Eagle Bay Advisors
New York
$343K +$343K +1,376 New
MAWA
1346
Moss Adams Wealth Advisors
Washington
$343K – – –
PCM
1347
Pointe Capital Management
Michigan
$341K – – –
FB
1348
Fulton Bank
Pennsylvania
$340K – – –
OPA
1349
Old Port Advisors
Maine
$340K -$97.2K -395 -22%
CWM
1350
CCG Wealth Management
California
$340K +$340K +1,363 New
52 53
54
55 56