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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 %
ETIA
1526
Epic Trust Investment Advisors
Washington
$277K -$48.4K -171 -15%
B
1527
Bailard
California
$276K – – –
WCF
1528
West Coast Financial
California
$276K -$35.4K -125 -11%
SW
1529
Simplicity Wealth
New Jersey
$273K -$33.7K -119 -11%
GAM
1530
GEM Asset Management
Michigan
$272K +$28.6K +101 +12%
LAIC
1531
Lederer & Associates Investment Counsel
California
$272K – – –
DP
1532
Denver PWM
Colorado
$271K +$22.3K +79 +9%
Bank Julius Baer & Co
1533
Bank Julius Baer & Co
Switzerland
$271K -$5.1K -18 -2%
WWP
1534
WR Wealth Planners
Missouri
$271K +$184K +650 +212%
SNBOSCI
1535
Security National Bank of Sioux City Iowa
Iowa
$271K +$271K +956 New
AMM
1536
American Money Management
California
$269K -$17.3K -61 -6%
CWS
1537
Confluence Wealth Services
Pennsylvania
$269K – – –
LWP
1538
Laurel Wealth Planning
Minnesota
$268K – – –
CPSAC
1539
Chas P. Smith & Associates (CPS)
Florida
$268K +$268K +946 New
KP
1540
Keel Point
Alabama
$267K -$36.5K -129 -12%
MI
1541
Moneywise Inc
Virginia
$267K +$283 +1 +0.1%
CWM
1542
Calamos Wealth Management
Illinois
$267K +$267K +942 New
Amundi
1543
Amundi
France
$266K +$73.8K +261 +38%
FWI
1544
Facet Wealth Inc
Maryland
$264K -$201K -704 -43%
AP
1545
Appleton Partners
Massachusetts
$263K – – –
T
1546
TCWP
Ohio
$263K -$38.8K -137 -13%
SXL
1547
Summit X LLC
Missouri
$263K – – –
BOS
1548
Bank of Stockton
California
$262K – – –
MPWT
1549
MassMutual Private Wealth & Trust
Connecticut
$261K +$214K +758 +459%
DE
1550
Day & Ennis
Georgia
$261K +$283 +1 +0.1%
60 61
62
63 64