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Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
+$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
+$76.9M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$64.8M
5
VWM
Venturi Wealth Management
Texas
+$57.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$7.35B
2
Bank of America
Bank of America
North Carolina
-$586M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$333M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$147M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
1501
TrinityPoint Wealth
Connecticut
$288K – – –
EBT
1502
Enterprise Bank & Trust
Massachusetts
$286K -$65.4K -231 -19%
AA
1503
Apriem Advisors
California
$286K +$286K +1,011 New
CCFCSB
1504
Cape Cod Five Cents Savings Bank
Massachusetts
$286K – – –
MA
1505
Mezzasalma Advisors
New Jersey
$286K +$1.98K +7 +0.7%
EB
1506
Exchange Bank
California
$285K +$285K +1,006 New
JJBC
1507
James J. Burns & Company
New York
$284K -$53.2K -188 -16%
PWM
1508
PBMares Wealth Management
Virginia
$284K +$2.83K +10 +1%
RK
1509
Rather & Kittrell
Tennessee
$284K -$5.94K -21 -2%
JC
1510
JB Capital
Connecticut
$283K +$47.6K +168 +20%
CPP
1511
Capasso Planning Partners
South Carolina
$283K -$15.8K -56 -5%
WSWA
1512
Warren Street Wealth Advisors
California
$283K -$10.8K -38 -4%
CWA
1513
CM Wealth Advisors
Ohio
$283K +$283K +970 New
MPW
1514
Monterey Private Wealth
California
$283K -$32.6K -115 -10%
MWA
1515
MFA Wealth Advisors
Pennsylvania
$283K +$283K +999 New
PSP
1516
Pacific Sage Partners
Washington
$282K – – –
JWBC
1517
John W. Brooker & Co
California
$282K +$3.11K +11 +1%
DBRC
1518
D.B. Root & Company
Pennsylvania
$281K -$5.37K -19 -2%
SM
1519
Sensible Money
Arizona
$280K – – –
OC
1520
Oakworth Capital
Alabama
$280K – – –
CFO
1521
CVA Family Office
Colorado
$280K -$11.6K -41 -4%
CWMGP
1522
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$279K +$566 +2 +0.2%
VHAM
1523
Van Hulzen Asset Management
California
$279K – – –
SGWM
1524
Sterling Group Wealth Management
California
$279K – – –
GW
1525
GW & Wade
Massachusetts
$278K – – –
59 60
61
62 63