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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 %
LWM
1476
Lyell Wealth Management
California
$316K – – –
RA
1477
Rockingstone Advisors
Massachusetts
$316K – – –
PCWA
1478
Pacific Capital Wealth Advisors
California
$315K – – –
GIA
1479
Guyasuta Investment Advisors
Pennsylvania
$313K -$340K -1,250 -52%
VW
1480
Vance Wealth
California
$313K +$19.6K +72 +7%
FMN
1481
Financial Management Network
California
$313K -$30.9K -113 -9%
IF
1482
Ironwood Financial
Arizona
$312K +$69.4K +255 +29%
MWM
1483
MY Wealth Management
Maryland
$312K – – –
GSEP
1484
Golden State Equity Partners
California
$311K +$23.7K +87 +8%
FIM
1485
Freedom Investment Management
Connecticut
$311K -$1.16M -4,279 -79%
TI
1486
tru Independence
Oregon
$308K +$544 +2 +0.2%
BFA
1487
Buttonwood Financial Advisors
Maryland
$308K +$545 +2 +0.2%
WTFG
1488
Wells Trecaso Financial Group
Ohio
$307K +$11.4K +42 +4%
WCP
1489
Wick Capital Partners
Pennsylvania
$305K +$10.9K +40 +4%
FCM
1490
Firestone Capital Management
Florida
$304K +$3.27K +12 +1%
TWM
1491
TriaGen Wealth Management
California
$304K – – –
BBA
1492
Braun-Bostich & Associates
Pennsylvania
$303K +$303K +1,114 New
GWAG
1493
Garrett Wealth Advisory Group
Texas
$303K +$4.9K +18 +2%
VCM
1494
Vivaldi Capital Management
Illinois
$303K +$95.6K +351 +46%
DP
1495
Denver PWM
Colorado
$302K +$40.1K +147 +15%
LC
1496
Landaas & Company
Wisconsin
$302K +$17.7K +65 +6%
APW
1497
Austin Private Wealth
Texas
$301K – – –
LPT
1498
Legacy Private Trust
Wisconsin
$301K – – –
WWP
1499
WR Wealth Planners
Missouri
$300K +$39.5K +145 +15%
DP
1500
DDD Partners
Washington
$297K – – –
58 59
60
61 62