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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 %
ACG
1351
Allen Capital Group
Nebraska
$433K +$141K +514 +48%
FA
1352
Fiduciary Alliance
South Carolina
$432K +$67.3K +247 +18%
CFP
1353
Cypress Financial Planning
New Jersey
$432K -$30K -110 -6%
FSC
1354
Full Sail Capital
Oklahoma
$432K – – –
BMC
1355
Benin Management Corp
Connecticut
$431K +$272 +1 +0.1%
TC
1356
Telemus Capital
Michigan
$425K – – –
EA
1357
Ellsworth Advisors
Ohio
$425K +$3.84K +14 +0.9%
I
1358
INVST
Indiana
$425K +$72.4K +266 +21%
CCM
1359
Carlson Capital Management
Minnesota
$424K -$33.5K -123 -7%
ACM
1360
Allred Capital Management
Texas
$423K -$12.5K -46 -3%
MCC
1361
Money Concepts Capital
Florida
$422K +$33.5K +123 +9%
VWM
1362
Valley Wealth Managers
New Jersey
$422K – – –
MPI
1363
Mairs & Power Inc
Minnesota
$420K -$68.1K -250 -14%
BAAM
1364
Baker Avenue Asset Management
California
$419K -$2.45K -9 -0.6%
CD
1365
Chapin Davis
Maryland
$419K -$3.27K -12 -0.8%
OFS
1366
OneAscent Financial Services
Alabama
$418K +$418K +1,535 New
RB
1367
Rodgers Brothers
Pennsylvania
$417K – – –
BA
1368
Ballast Advisors
Minnesota
$416K -$74.9K -275 -15%
FF
1369
Financial Futures
New Jersey
$414K -$6.81K -25 -2%
CAMG
1370
CWA Asset Management Group
Florida
$413K +$16.9K +62 +4%
RFN
1371
RDA Financial Network
Iowa
$410K +$9.53K +35 +2%
BCP
1372
Blue Chip Partners
Michigan
$409K -$4.36K -16 -1%
RG
1373
Rathbones Group
United Kingdom
$409K +$409K +1,503 New
FBFS
1374
First Business Financial Services
Wisconsin
$409K – – –
EBA
1375
Eagle Bay Advisors
New York
$408K +$33.5K +123 +9%
53 54
55
56 57