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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 %
PWW
1401
Pettyjohn Wood & White
Virginia
$381K – – –
CGA
1402
Crescent Grove Advisors
Illinois
$381K – – –
CWM
1403
Collaborative Wealth Management
Florida
$380K -$8.17K -30 -2%
UWPG
1404
Ullmann Wealth Partners Group
Florida
$380K – – –
PWG
1405
Portside Wealth Group
Utah
$380K +$166K +606 +77%
LA
1406
Latitude Advisors
Florida
$378K +$9.26K +34 +3%
AP
1407
Adero Partners
California
$378K +$132K +486 +54%
MAWA
1408
Moss Adams Wealth Advisors
Washington
$374K – – –
VFIC
1409
Valley Forge Investment Consultants
Pennsylvania
$372K +$6.81K +25 +2%
PCM
1410
Pointe Capital Management
Michigan
$372K – – –
GWP
1411
Gateway Wealth Partners
Wisconsin
$371K +$63.4K +233 +21%
WDL
1412
Well Done LLC
Michigan
$370K – – –
GWANC
1413
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K +$4.9K +17 +1%
PFG
1414
Prosperity Financial Group
California
$369K +$55.8K +205 +18%
KTM
1415
Keeler Thomas Management
Utah
$365K -$236K -872 -39%
SCA
1416
St. Clair Advisors
Ohio
$365K – – –
HHGA
1417
Halbert Hargrove Global Advisors
California
$364K -$2.18K -8 -0.6%
AIMC
1418
Alley Investment Management Company
Illinois
$364K -$817 -3 -0.2%
WWM
1419
Windsor Wealth Management
Indiana
$363K – – –
DOA
1420
D'Orazio & Associates
Virginia
$361K +$361K +1,326 New
CWS
1421
Cypress Wealth Services
California
$360K -$9.26K -34 -3%
FCA
1422
Fortis Capital Advisors
Kansas
$360K +$272 +1 +0.1%
SCM
1423
Schnieders Capital Management
California
$360K -$817 -3 -0.2%
KMWM
1424
Keudell/Morrison Wealth Management
Oregon
$359K – – –
OCM
1425
Orleans Capital Management
Louisiana
$357K – – –
55 56
57
58 59