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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 %
JJBC
1401
James J. Burns & Company
New York
$297K +$27.4K +110 +10%
EA
1402
Eudaimonia Advisors
Tennessee
$297K -$22.7K -91 -7%
SAM
1403
Stone Asset Management
Texas
$295K -$549K -2,200 -65%
VDI
1404
Vaughan David Investments
Illinois
$294K +$35K +140 +14%
PWA
1405
Pillar Wealth Advisors
Pennsylvania
$294K – – –
GGS
1406
Galvin Gaustad & Stein
Arizona
$293K – – –
GWM
1407
GSB Wealth Management
Connecticut
$292K -$29.2K -117 -9%
DWM
1408
Drive Wealth Management
Utah
$292K -$199K -796 -41%
IHWM
1409
Iron Horse Wealth Management
Iowa
$290K -$49.9K -200 -15%
LWM
1410
Lyell Wealth Management
California
$290K – – –
RA
1411
Rockingstone Advisors
Massachusetts
$289K +$289K +1,160 New
RWM
1412
Revisor Wealth Management
Ohio
$289K +$289K +1,159 New
OMC
1413
Overbrook Management Corp
New York
$288K -$8.73K -35 -3%
ETIA
1414
Epic Trust Investment Advisors
Washington
$287K +$287K +1,151 New
MWM
1415
MY Wealth Management
Maryland
$286K – – –
CAAS
1416
Capital Asset Advisory Services
Michigan
$284K -$139K -556 -33%
PFGIA
1417
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$17.5K +70 +7%
IAA
1418
Independent Advisor Alliance
North Carolina
$283K -$164K -658 -37%
TI
1419
tru Independence
Oregon
$282K -$3.24K -13 -1%
CSC
1420
Caldwell Sutter Capital
California
$281K +$205K +823 +271%
SL
1421
SWMG LLC
Texas
$281K +$281K +1,127 New
LFA
1422
Legacy Financial Advisors
Kentucky
$280K -$87.6K -351 -24%
BlackRock
1423
BlackRock
New York
$279K -$6.28M -25,178 -96%
RC
1424
Roundview Capital
New Jersey
$279K +$3.49K +14 +1%
TWM
1425
TriaGen Wealth Management
California
$278K – – –
55 56
57
58 59