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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 %
GI
1401
Gradient Investments
Minnesota
$373K +$15.6K +55 +4%
EWM
1402
Endowment Wealth Management
Wisconsin
$373K -$12.7K -45 -3%
OCM
1403
Orleans Capital Management
Louisiana
$371K – – –
RWA
1404
Redhawk Wealth Advisors
Minnesota
$370K +$370K +1,309 New
FP
1405
Financial Perspectives
Minnesota
$370K – – –
PWM
1406
Prosperity Wealth Management
California
$370K +$370K +1,308 New
WI
1407
Wintrust Investments
Illinois
$370K – – –
WWC
1408
Waypoint Wealth Counsel
Georgia
$370K +$283 +1 +0.1%
DFA
1409
DHJJ Financial Advisors
Illinois
$370K -$24.1K -85 -6%
TTWM
1410
TCV Trust & Wealth Management
Virginia
$369K – – –
PI
1411
Pachira Investments
California
$367K +$21.8K +77 +6%
CIA
1412
Cladis Investment Advisory
Montana
$366K – – –
I
1413
INVST
Indiana
$366K +$82.3K +291 +29%
MWA
1414
Motive Wealth Advisors
Michigan
$365K -$15K -53 -4%
VFP
1415
Verus Financial Partners
Virginia
$364K – – –
WJWM
1416
Williams Jones Wealth Management
New York
$361K -$15.8K -56 -4%
FCH
1417
Freestone Capital Holdings
Washington
$361K – – –
MAC
1418
Mason & Associates (California)
California
$361K – – –
KCM
1419
Kanawha Capital Management
Virginia
$360K – – –
FMII
1420
Farmers & Merchants Investments Inc
Nebraska
$359K – – –
SIAP
1421
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$359K – – –
MLFP
1422
MPS Loria Financial Planners
Illinois
$358K -$47.3K -167 -12%
GWANC
1423
Guardian Wealth Advisors (North Carolina)
North Carolina
$357K -$18.1K -64 -5%
FMN
1424
Financial Management Network
California
$356K +$61.4K +217 +21%
AIM
1425
Allen Investment Management
New York
$354K – – –
55 56
57
58 59