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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 %
SWP
1326
Strategic Wealth Partners
Ohio
$454K -$20.2K -74 -4%
PO
1327
Private Ocean
California
$452K +$7.08K +26 +2%
WT
1328
Washington Trust
Rhode Island
$452K – – –
IBOK
1329
Independence Bank of Kentucky
Kentucky
$451K – – –
SG
1330
Sharper & Granite
California
$449K +$35.4K +130 +9%
WA
1331
Wealthstar Advisors
Texas
$447K – – –
TSWM
1332
Tyler-Stone Wealth Management
Ohio
$446K +$272 +1 +0.1%
CAM
1333
Congress Asset Management
Massachusetts
$446K +$1.36K +5 +0.3%
AA
1334
AF Advisors
California
$445K – – –
YIA
1335
YHB Investment Advisors
Connecticut
$445K +$8.17K +30 +2%
ULWM
1336
Upper Left Wealth Management
Florida
$445K -$647K -2,375 -59%
TCM
1337
Triumph Capital Management
Colorado
$445K +$43.3K +159 +11%
SCM
1338
Spreng Capital Management
Ohio
$442K +$442K +1,622 New
SPC
1339
Stewart & Patten Company
California
$441K – – –
VAM
1340
Verity Asset Management
North Carolina
$441K -$145K -534 -25%
GAG
1341
GM Advisory Group
New York
$437K +$100K +369 +30%
GM
1342
Granger Management
New York
$436K – – –
WTB
1343
Washington Trust Bank
Washington
$436K -$289K -1,060 -40%
AWCI
1344
Alpine Woods Capital Investors
New York
$436K – – –
JDR
1345
Jay D. Rosenbaum
$436K +$105K +386 +32%
MCM
1346
Morton Capital Management
California
$435K – – –
CG
1347
Cutler Group
California
$435K +$435K +1,600 New
TT
1348
TI-Trust
Illinois
$435K – – –
MIC
1349
Means Investment Company
Maine
$433K +$71.6K +263 +20%
GWS
1350
Glassman Wealth Services
Virginia
$433K +$1.36K +5 +0.3%
52 53
54
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