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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 %
I
1476
INVST
Indiana
$251K +$251K +1,003 New
MA
1477
Mezzasalma Advisors
New Jersey
$250K +$1.5K +6 +0.6%
PSP
1478
Pacific Sage Partners
Washington
$249K – – –
HFS
1479
Hantz Financial Services
Michigan
$248K +$4.74K +19 +2%
PWM
1480
PBMares Wealth Management
Virginia
$248K +$249 +1 +0.1%
SM
1481
Sensible Money
Arizona
$247K – – –
OC
1482
Oakworth Capital
Alabama
$247K – – –
GWP
1483
Gateway Wealth Partners
Wisconsin
$246K -$3.99K -16 -2%
VHAM
1484
Van Hulzen Asset Management
California
$246K +$246K +987 New
FNBT
1485
FineMark National Bank & Trust
Florida
$246K +$246K +986 New
JWBC
1486
John W. Brooker & Co
California
$246K -$2K -8 -0.8%
CWMGP
1487
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$246K +$250 +1 +0.1%
SGWM
1488
Sterling Group Wealth Management
California
$246K – – –
UCB
1489
United Community Bank
South Carolina
$245K +$4.99K +20 +2%
GW
1490
GW & Wade
Massachusetts
$245K -$13.7K -55 -5%
WB
1491
West Bancorporation
Iowa
$244K +$244K +978 New
GCM
1492
Gables Capital Management
Florida
$244K – – –
B
1493
Bailard
California
$243K – – –
Bank Julius Baer & Co
1494
Bank Julius Baer & Co
Switzerland
$243K – – –
FT
1495
Fiduciary Trust
Massachusetts
$242K -$14.5K -58 -6%
LAM
1496
LifePro Asset Management
California
$242K +$8.74K +41 +4%
CW
1497
CIC Wealth
Maryland
$242K -$28.2K -113 -10%
BFP
1498
Beacon Financial Planning
Massachusetts
$241K +$241K +967 New
SAM
1499
Strategy Asset Managers
California
$239K – – –
LAIC
1500
Lederer & Associates Investment Counsel
California
$239K – – –
58 59
60
61 62