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Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
+$76.9M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$64.8M
5
VWM
Venturi Wealth Management
Texas
+$57.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$7.35B
2
Bank of America
Bank of America
North Carolina
-$586M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$333M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$147M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
1376
Zacks Investment Management
Illinois
$395K -$12.2K -43 -3%
UWPG
1377
Ullmann Wealth Partners Group
Florida
$395K – – –
HFS
1378
Horizon Financial Services
North Carolina
$392K -$35.7K -126 -8%
CGPCS
1379
Capital Group Private Client Services
California
$391K -$5.94K -21 -1%
EBA
1380
Eagle Bay Advisors
New York
$389K – – –
MAWA
1381
Moss Adams Wealth Advisors
Washington
$389K – – –
PCM
1382
Pointe Capital Management
Michigan
$387K – – –
FB
1383
Fulton Bank
Pennsylvania
$386K – – –
CWM
1384
CCG Wealth Management
California
$386K +$566 +2 +0.1%
NWMG
1385
National Wealth Management Group
Ohio
$385K -$7.87K -28 -2%
CPC
1386
Consolidated Planning Corp
Georgia
$385K +$385K +1,361 New
WDL
1387
Well Done LLC
Michigan
$384K – – –
LA
1388
Latitude Advisors
Florida
$383K +$9.62K +34 +3%
HHGA
1389
Halbert Hargrove Global Advisors
California
$381K -$2.55K -9 -0.7%
VFIC
1390
Valley Forge Investment Consultants
Pennsylvania
$380K – – –
FA
1391
Fiduciary Alliance
South Carolina
$379K +$379K +1,341 New
SCA
1392
St. Clair Advisors
Ohio
$379K – – –
AIMC
1393
Alley Investment Management Company
Illinois
$379K – – –
DWP
1394
Daymark Wealth Partners
Ohio
$379K +$379K +1,339 New
WWM
1395
Windsor Wealth Management
Indiana
$377K – – –
CHJWM
1396
Carlton Hofferkamp & Jenks Wealth Management
Texas
$376K +$140K +495 +59%
MIC
1397
Means Investment Company
Maine
$375K +$566 +2 +0.2%
SCM
1398
Schnieders Capital Management
California
$375K – – –
FCA
1399
Fortis Capital Advisors
Kansas
$374K -$28.3K -100 -7%
KMWM
1400
Keudell/Morrison Wealth Management
Oregon
$373K +$9.9K +35 +3%
54 55
56
57 58