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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 %
TTWM
1426
TCV Trust & Wealth Management
Virginia
$355K – – –
DFA
1427
DHJJ Financial Advisors
Illinois
$355K -$545 -2 -0.2%
PHS
1428
Pekin Hardy Strauss
Illinois
$355K +$73K +268 +26%
EWM
1429
Endowment Wealth Management
Wisconsin
$354K -$5.18K -19 -1%
CIA
1430
Cladis Investment Advisory
Montana
$353K – – –
FP
1431
Financial Perspectives
Minnesota
$352K -$3.81K -14 -1%
IHWM
1432
Iron Horse Wealth Management
Iowa
$352K +$35.7K +131 +11%
WJWM
1433
Williams Jones Wealth Management
New York
$351K +$3.54K +13 +1%
CAI
1434
Capital Advisors Inc
Oklahoma
$351K +$351K +1,290 New
AWM
1435
Abound Wealth Management
Tennessee
$351K +$43.8K +161 +14%
NWMG
1436
National Wealth Management Group
Ohio
$350K -$22.9K -84 -6%
VFP
1437
Verus Financial Partners
Virginia
$350K +$278 +1 +0.1%
CAWM
1438
Capital Advisors Wealth Management
Washington
$349K +$49K +180 +16%
CIS
1439
Continental Investors Services
Washington
$349K -$405K -1,489 -54%
Amundi
1440
Amundi
France
$349K +$92.9K +341 +36%
GI
1441
Gradient Investments
Minnesota
$349K -$10.1K -37 -3%
HFS
1442
Horizon Financial Services
North Carolina
$348K -$30K -110 -8%
GSC
1443
G&S Capital
Colorado
$345K +$25.6K +94 +8%
IWS
1444
Insight Wealth Strategies
California
$345K +$46.3K +170 +16%
WAM
1445
Weatherly Asset Management
California
$343K +$343K +1,261 New
SF
1446
Slagle Financial
Illinois
$343K +$17.7K +65 +5%
PP
1447
Pacifica Partners
Canada
$342K -$45.4K -166 -12%
AIM
1448
Allen Investment Management
New York
$340K – – –
FFA
1449
Fragasso Financial Advisors
Pennsylvania
$340K +$545 +2 +0.2%
AAG
1450
Avalon Advisory Group
Pennsylvania
$339K +$339K +1,246 New
56 57
58
59 60