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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 %
OA
1501
Oxbow Advisors
Texas
$296K – – –
AAS
1502
Asset Allocation Strategies
Michigan
$296K -$121K -446 -29%
SIC
1503
Shoker Investment Counsel
Ohio
$296K – – –
RC
1504
Roundview Capital
New Jersey
$296K +$1.63K +6 +0.6%
AWP
1505
Abacus Wealth Partners
California
$295K -$5.45K -20 -2%
FWM
1506
FFT Wealth Management
Pennsylvania
$295K – – –
CW
1507
Connectus Wealth
Ohio
$295K -$9.27K -34 -3%
CFO
1508
CVA Family Office
Colorado
$293K +$24K +88 +9%
IWM
1509
Iams Wealth Management
Nebraska
$292K +$292K +1,073 New
WCM
1510
WealthBridge Capital Management
Ohio
$291K +$2.72K +10 +0.9%
WWC
1511
Waypoint Wealth Counsel
Georgia
$290K -$66.2K -243 -19%
HFA
1512
High Falls Advisors
New York
$290K -$4.36K -16 -1%
CWA
1513
Clarity Wealth Advisors
California
$290K -$13.3K -49 -4%
AA
1514
Apriem Advisors
California
$289K +$14.2K +52 +5%
ZIG
1515
Zullo Investment Group
Pennsylvania
$289K – – –
FIB
1516
First Interstate Bank
Montana
$288K +$288K +1,058 New
MA
1517
Mezzasalma Advisors
New Jersey
$287K +$12.5K +46 +5%
WOSD
1518
WFA of San Diego
California
$287K -$38.1K -140 -12%
RRWA
1519
Rainey & Randall Wealth Advisors
Florida
$286K – – –
WA
1520
WealthTrust Axiom
Pennsylvania
$286K – – –
WAM
1521
Walker Asset Management
Missouri
$286K +$272 +1 +0.1%
MF
1522
Meridian Financial
Massachusetts
$286K +$5.45K +20 +2%
WOC
1523
West Oak Capital
California
$285K – – –
SIAP
1524
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$284K -$61.3K -225 -18%
DAC
1525
Dividend Assets Capital
South Carolina
$283K – – –
59 60
61
62 63