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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 %
EWM
1351
Endowment Wealth Management
Wisconsin
$340K +$4.49K +18 +1%
LSA
1352
Lansing Street Advisors
Pennsylvania
$339K +$339K +1,359 New
WDL
1353
Well Done LLC
Michigan
$339K -$18K -72 -5%
AIM
1354
Anchor Investment Management
South Carolina
$338K -$73.6K -295 -18%
HHGA
1355
Halbert Hargrove Global Advisors
California
$338K -$47.7K -191 -12%
MWA
1356
Motive Wealth Advisors
Michigan
$335K -$166K -667 -33%
VFIC
1357
Valley Forge Investment Consultants
Pennsylvania
$335K +$249 +1 +0.1%
SCA
1358
St. Clair Advisors
Ohio
$334K – – –
AIMC
1359
Alley Investment Management Company
Illinois
$334K +$3.74K +15 +1%
WJWM
1360
Williams Jones Wealth Management
New York
$332K +$332K +1,333 New
GWANC
1361
Guardian Wealth Advisors (North Carolina)
North Carolina
$331K +$2.49K +10 +0.8%
MIC
1362
Means Investment Company
Maine
$331K +$499 +2 +0.2%
SCM
1363
Schnieders Capital Management
California
$330K – – –
LA
1364
Latitude Advisors
Florida
$330K +$43.7K +175 +15%
WWM
1365
Windsor Wealth Management
Indiana
$329K -$103K -417 -24%
DFA
1366
DHJJ Financial Advisors
Illinois
$328K +$61.4K +260 +23%
ONB
1367
Old National Bancorp
Indiana
$328K – – –
WI
1368
Wintrust Investments
Illinois
$327K -$93.7K -375 -22%
OCM
1369
Orleans Capital Management
Louisiana
$327K – – –
FP
1370
Financial Perspectives
Minnesota
$326K +$249 +1 +0.1%
CT
1371
Cambridge Trust
Massachusetts
$326K – – –
WWC
1372
Waypoint Wealth Counsel
Georgia
$326K +$249 +1 +0.1%
TTWM
1373
TCV Trust & Wealth Management
Virginia
$326K +$326K +1,305 New
BWA
1374
Beam Wealth Advisors
Louisiana
$325K -$5.99K -24 -2%
CIA
1375
Cladis Investment Advisory
Montana
$323K – – –
53 54
55
56 57