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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 %
MLFP
1451
MPS Loria Financial Planners
Illinois
$339K -$5.72K -21 -2%
ODG
1452
O'Dell Group
Ohio
$338K +$9.26K +34 +3%
JIP
1453
Jaffetilchin Investment Partners
Florida
$338K +$35.1K +129 +12%
VP
1454
Verum Partners
North Carolina
$337K +$337K +1,238 New
SIA
1455
Soltis Investment Advisors
Utah
$336K +$38.9K +143 +13%
FIM
1456
FWL Investment Management
Texas
$334K – – –
PI
1457
Pachira Investments
California
$333K -$20.4K -75 -6%
PIA
1458
Petredis Investment Advisors
Pennsylvania
$330K +$128K +469 +63%
BTIM
1459
BancFirst Trust & Investment Management
Oklahoma
$330K – – –
BWL
1460
Bogart Wealth LLC
Virginia
$330K +$817 +3 +0.2%
MWM
1461
MBE Wealth Management
Wisconsin
$329K – – –
MAC
1462
Mason & Associates (California)
California
$328K -$19.9K -73 -6%
RFM
1463
Royal Fund Management
Florida
$327K +$327K +1,201 New
SPWG
1464
Syntegra Private Wealth Group
Missouri
$326K -$471K -1,728 -59%
SC
1465
Sepio Capital
Utah
$323K +$323K +1,187 New
OPA
1466
Old Port Advisors
Maine
$321K +$321K +1,180 New
PWA
1467
Pillar Wealth Advisors
Pennsylvania
$321K – – –
LNB
1468
Ledyard National Bank
$321K +$70K +257 +28%
CWM
1469
Curi Wealth Management
North Carolina
$321K -$62.1K -228 -16%
GGS
1470
Galvin Gaustad & Stein
Arizona
$319K – – –
GWM
1471
GSB Wealth Management
Connecticut
$319K – – –
KCM
1472
Kanawha Capital Management
Virginia
$319K -$27K -99 -8%
HW
1473
Hamilton Wealth
California
$318K -$16.9K -62 -5%
WIM
1474
Westside Investment Management
California
$318K +$21.8K +80 +7%
RDWM
1475
Red Door Wealth Management
Tennessee
$317K – – –
57 58
59
60 61