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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 %
BFP
1526
Beacon Financial Planning
Massachusetts
$282K +$544 +2 +0.2%
JC
1527
JB Capital
Connecticut
$280K +$7.9K +29 +3%
SCP
1528
Shorepoint Capital Partners
Massachusetts
$280K -$272 -1 -0.1%
GFL
1529
Granite FO LLC
New Hampshire
$280K – – –
CAS
1530
Coppell Advisory Solutions
Texas
$279K -$1.04M -4,883 -79%
PWM
1531
PBMares Wealth Management
Virginia
$278K +$5.18K +19 +2%
PCTC
1532
Perkins Coie Trust Company
Washington
$277K -$41.9K -154 -13%
GCM
1533
Gables Capital Management
Florida
$276K +$43K +158 +18%
MWA
1534
MFA Wealth Advisors
Pennsylvania
$276K +$4.09K +15 +2%
CPP
1535
Capasso Planning Partners
South Carolina
$273K – – –
TW
1536
TrinityPoint Wealth
Connecticut
$272K -$4.63K -17 -2%
WSWA
1537
Warren Street Wealth Advisors
California
$272K -$545 -2 -0.2%
BWP
1538
Bernardo Wealth Planning
Pennsylvania
$272K +$55K +202 +25%
PSP
1539
Pacific Sage Partners
Washington
$272K – – –
JWBC
1540
John W. Brooker & Co
California
$271K – – –
DBRC
1541
D.B. Root & Company
Pennsylvania
$270K – – –
SM
1542
Sensible Money
Arizona
$270K – – –
SGWM
1543
Sterling Group Wealth Management
California
$268K – – –
VHAM
1544
Van Hulzen Asset Management
California
$268K -$817 -3 -0.3%
GW
1545
GW & Wade
Massachusetts
$268K – – –
CWMGP
1546
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$268K -$1.09K -4 -0.4%
B
1547
Bailard
California
$265K – – –
RK
1548
Rather & Kittrell
Tennessee
$265K -$7.63K -28 -3%
PWS
1549
Paragon Wealth Strategies
Florida
$264K +$264K +970 New
GAM
1550
GEM Asset Management
Michigan
$262K – – –
60 61
62
63 64