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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 %
AMCA
1376
Arthur M. Cohen & Associates
Illinois
$407K +$272 +1 +0.1%
CC
1377
Cannell & Co
New York
$407K – – –
PG
1378
Proffitt & Goodson
Tennessee
$405K – – –
HIC
1379
Holderness Investments Company
North Carolina
$405K +$24.8K +91 +7%
CFS
1380
CGC Financial Services
Oregon
$405K -$3K -11 -0.7%
BCP
1381
Berkeley Capital Partners
Georgia
$403K -$25.6K -94 -6%
RP
1382
Rowlandmiller & Partners
Georgia
$402K -$15.8K -58 -4%
WPW
1383
Watershed Private Wealth
Illinois
$398K – – –
PWM
1384
Prosperity Wealth Management
California
$396K +$40.3K +148 +11%
DA
1385
Dover Advisors
Virginia
$393K – – –
RWA
1386
Rainsberger Wealth Advisors
Colorado
$392K +$545 +2 +0.1%
QCIG
1387
Quad-Cities Investment Group
Iowa
$390K – – –
EA
1388
Eudaimonia Advisors
Tennessee
$389K +$53.4K +196 +16%
RWA
1389
Redhawk Wealth Advisors
Minnesota
$388K +$31.3K +115 +9%
NWM
1390
Northwest Wealth Management
Iowa
$387K -$2.72K -10 -0.7%
CG
1391
CFO4Life Group
Texas
$386K -$2.72K -10 -0.7%
CWM
1392
Chemistry Wealth Management
New York
$386K -$1.63K -6 -0.4%
EFMC
1393
Empire Financial Management Company
New York
$385K -$50.4K -185 -12%
FA
1394
Flagstar Advisors
New York
$384K -$4.9K -18 -1%
MYIA
1395
Mount Yale Investment Advisors
Colorado
$384K +$52.3K +192 +16%
TI
1396
Trexquant Investment
Connecticut
$384K +$384K +1,410 New
JWCA
1397
J.W. Coons Advisors
Ohio
$383K – – –
VCM
1398
Viewpoint Capital Management
Washington
$382K – – –
CAAS
1399
Capital Asset Advisory Services
Michigan
$382K +$61.4K +217 +19%
FWM
1400
FSA Wealth Management
Massachusetts
$382K +$174K +638 +84%
54 55
56
57 58