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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
$772M
2
SIS
Strategic Investment Solutions
Illinois
$266M
3
Charles Schwab
Charles Schwab
California
$212M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$134M
5
Morgan Stanley
Morgan Stanley
New York
$3.34B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.6B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B
3
UCFA
United Capital Financial Advisors
Texas
$266M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$4.88B
5
Financial Engines Advisors
Financial Engines Advisors
California
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Summit Financial
New Jersey
$50.8M -$343K -1,260 -0.7%
HCC
127
Hirtle Callaghan & Co
Pennsylvania
$49.6M -$602K -2,209 -1%
AI
128
Atria Investments
North Carolina
$49.2M +$10.9M +40,030 +28%
S
129
SignatureFD
Georgia
$47.8M -$1.65M -6,059 -3%
DBT
130
Dubuque Bank & Trust
Iowa
$47.3M +$615K +2,259 +1%
SPIA
131
Steward Partners Investment Advisory
New York
$47.2M +$1.12M +4,123 +2%
William Blair & Company
132
William Blair & Company
Illinois
$46.5M -$420K -1,543 -0.9%
SFG
133
Sage Financial Group
Pennsylvania
$46.5M -$896K -3,292 -2%
DWM
134
Destination Wealth Management
California
$46.1M -$1.47M -5,393 -3%
PPW
135
Pasadena Private Wealth
California
$45.2M +$2.95M +10,826 +7%
AF
136
Allworth Financial
California
$45.1M +$1.07M +3,938 +2%
Northern Trust
137
Northern Trust
Illinois
$43.5M +$6.9M +25,342 +19%
SFA
138
Sequoia Financial Advisors
Ohio
$43.4M -$216K -794 -0.5%
NFG
139
Nadler Financial Group
Illinois
$43.3M +$240K +880 +0.6%
BEC
140
Blue Edge Capital
Virginia
$43.1M -$741K -2,720 -2%
Two Sigma Advisers
141
Two Sigma Advisers
New York
$43.1M +$27.7M +101,600 +179%
JC
142
Jentner Corp
Ohio
$43.1M -$319K -1,170 -0.7%
ME
143
McIlrath & Eck
Washington
$42.8M -$2.01M -7,391 -4%
CA
144
Cambridge Associates
Massachusetts
$42.3M -$1.4M -5,137 -3%
CA
145
Crane Advisory
California
$41.9M +$5.66M +20,265 +16%
HWA
146
HCR Wealth Advisors
California
$41.1M -$2.43M -8,907 -6%
PIFP
147
Partners in Financial Planning
Virginia
$40.8M -$189K -693 -0.5%
TWM
148
TMD Wealth Management
Arizona
$40.4M -$3.15M -11,577 -7%
W
149
WealthOne
New York
$40.4M +$341K +1,253 +0.9%
TWP
150
Total Wealth Planning
Ohio
$40.3M -$1.06M -3,900 -3%
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