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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.

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
1
Bank of America
North Carolina
$10.8B
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$214M
3
RIA
3
Retirement Investment Advisors
Oklahoma
$116M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$82M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.5B

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$19.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$458M
3
LPL Financial
3
LPL Financial
California
$1.04B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.97B
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
126
Jentner Corp
Ohio
$40.5M -$895K -3,587 -2%
TWP
127
Total Wealth Planning
Ohio
$40.4M +$3.36M +13,468 +9%
BEC
128
Blue Edge Capital
Virginia
$40.3M +$14.2K +57 +0%
HWA
129
HCR Wealth Advisors
California
$40.1M -$523K -2,097 -1%
CA
130
Cambridge Associates
Massachusetts
$40M – – –
SPIA
131
Steward Partners Investment Advisory
New York
$40M +$914K +3,665 +2%
TWM
132
TMD Wealth Management
Arizona
$39.3M +$3.7M +14,823 +10%
Cerity Partners
133
Cerity Partners
New York
$38.2M +$157K +411 +0.4%
KI
134
Kapitalo Investimentos
Brazil
$37.9M +$37.9M +152,000 New
PC
135
Permanens Capital
New York
$37.8M +$4.62M +18,541 +14%
PIFP
136
Partners in Financial Planning
Virginia
$37.7M +$578K +2,317 +2%
PFO
137
Pathstone Family Office
New Jersey
$37.1M -$42.6M -170,804 -53%
AF
138
Allworth Financial
California
$37M +$854K +3,422 +2%
NFG
139
Nadler Financial Group
Illinois
$35.6M +$3.25M +13,048 +10%
SF
140
Safeguard Financial
Wisconsin
$35.6M +$6.62M +26,546 +23%
W
141
WealthOne
New York
$35.3M +$631K +2,528 +2%
TPW
142
TL Private Wealth
Texas
$35M +$380K +1,524 +1%
GC
143
Grimes & Company
Massachusetts
$34.6M -$468K -1,877 -1%
VIA
144
Vantagepoint Investment Advisers
District of Columbia
$33.9M -$20.3M -81,220 -37%
AFAS
145
Acorn Financial Advisory Services
Virginia
$33.5M +$183K +735 +0.6%
VVP
146
Venture Visionary Partners
Ohio
$33.3M +$2.18M +8,752 +7%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$32.8M -$1.39M -5,576 -4%
SAI
148
Systematic Alpha Investments
New Jersey
$32.6M – – –
FWP
149
Falcon Wealth Planning
California
$32.3M +$3.34M +13,395 +12%
PFA
150
Pathway Financial Advisors
Vermont
$32.2M +$922K +3,695 +3%
4 5
6
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