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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 %
MPW
1426
Monterey Private Wealth
California
$278K -$9.73K -39 -3%
CWA
1427
Clarity Wealth Advisors
California
$277K -$13.7K -55 -5%
GSEP
1428
Golden State Equity Partners
California
$277K +$277K +1,111 New
MYIA
1429
Mount Yale Investment Advisors
Colorado
$277K -$57.9K -232 -17%
GWAG
1430
Garrett Wealth Advisory Group
Texas
$277K +$499 +2 +0.2%
LPT
1431
Legacy Private Trust
Wisconsin
$275K +$275K +1,104 New
FCM
1432
Firestone Capital Management
Florida
$275K +$499 +2 +0.2%
RCM
1433
RNC Capital Management
California
$275K – – –
APW
1434
Austin Private Wealth
Texas
$275K -$6.24K -25 -2%
WCF
1435
West Coast Financial
California
$274K – – –
IWS
1436
Insight Wealth Strategies
California
$273K – – –
ACG
1437
Allen Capital Group
Nebraska
$272K +$272K +1,092 New
WTFG
1438
Wells Trecaso Financial Group
Ohio
$271K +$3.74K +15 +1%
WIM
1439
Westside Investment Management
California
$271K -$1.05M -4,226 -80%
RIA
1440
Realta Investment Advisors
Delaware
$271K -$3.17M -12,691 -92%
SIC
1441
Shoker Investment Counsel
Ohio
$271K -$21K -84 -7%
SW
1442
Simplicity Wealth
New Jersey
$270K +$270K +1,084 New
FFA
1443
Fragasso Financial Advisors
Pennsylvania
$270K +$499 +2 +0.2%
WCP
1444
Wick Capital Partners
Pennsylvania
$269K +$269K +1,079 New
KP
1445
Keel Point
Alabama
$268K +$268K +1,074 New
BC
1446
Bowman & Company
Wisconsin
$268K -$7.23K -29 -3%
DW
1447
Domani Wealth
Pennsylvania
$267K – – –
T
1448
TCWP
Ohio
$266K +$3.24K +13 +1%
HFA
1449
High Falls Advisors
New York
$265K – – –
FWA
1450
FSM Wealth Advisors
Ohio
$265K – – –
56 57
58
59 60