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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 %
GA
1501
Greenspring Advisors
Maryland
$239K – – –
CWS
1502
Confluence Wealth Services
Pennsylvania
$237K – – –
LWP
1503
Laurel Wealth Planning
Minnesota
$236K – – –
WAM
1504
Worth Asset Management
Texas
$235K +$235K +943 New
MI
1505
Moneywise Inc
Virginia
$235K +$499 +2 +0.2%
BAMG
1506
Brand Asset Management Group
Missouri
$234K -$88.5K -355 -27%
AWS
1507
Aspen Wealth Strategies
Colorado
$234K -$2.99K -12 -1%
CB
1508
Community Bank
New York
$233K – – –
Charles Schwab
1509
Charles Schwab
California
$233K -$205K -823 -47%
LNB
1510
Ledyard National Bank
$232K +$232K +930 New
SXL
1511
Summit X LLC
Missouri
$232K +$232K +929 New
AP
1512
Appleton Partners
Massachusetts
$231K -$54.8K -220 -19%
BOS
1513
Bank of Stockton
California
$231K +$231K +925 New
AFG
1514
Albion Financial Group
Utah
$230K -$205K -821 -47%
DE
1515
Day & Ennis
Georgia
$230K +$230K +922 New
HF
1516
Halpern Financial
Virginia
$229K +$46.1K +185 +25%
FFP
1517
Forbes Financial Planning
Rhode Island
$228K +$228K +914 New
JFG
1518
JDM Financial Group
Texas
$227K – – –
WFS
1519
Weitzel Financial Services
Iowa
$227K +$227K +911 New
DFC
1520
DBK Financial Counsel
Ohio
$227K +$227K +908 New
MCM
1521
Mitchell Capital Management
Kansas
$226K +$226K +905 New
PCM
1522
Pennsylvania Capital Management
Pennsylvania
$225K +$225K +903 New
AP
1523
Adero Partners
California
$225K +$225K +902 New
DA
1524
Drake & Associates
Wisconsin
$223K -$23.4K -94 -10%
DP
1525
Denver PWM
Colorado
$223K +$223K +881 New
59 60
61
62 63