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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
$10.8B
2
CIAS
CBIZ Investment Advisory Services
Ohio
$214M
3
RIA
Retirement Investment Advisors
Oklahoma
$116M
4
PPFA
Provida Pension Fund Administrator
Chile
$82M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$19.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$458M
3
LPL Financial
LPL Financial
California
$1.04B
4
Morgan Stanley
Morgan Stanley
New York
$2.97B
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
1551
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K +$212K +833 New
VF
1552
Vawter Financial
Ohio
$211K +$211K +844 New
FG
1553
Foster Group
Iowa
$210K -$26.7K -107 -11%
GCM
1554
Gallacher Capital Management
Colorado
$210K +$210K +841 New
6F
1555
626 Financial
Michigan
$208K +$208K +834 New
FWMM
1556
Foundation Wealth Management (Missouri)
Missouri
$208K +$208K +833 New
FFP
1557
FourThought Financial Partners
Florida
$208K +$208K +833 New
JC
1558
JB Capital
Connecticut
$208K +$208K +832 New
BL
1559
Balentine LLC
Georgia
$207K -$43.9K -176 -17%
TWM
1560
Tolleson Wealth Management
Texas
$207K +$207K +830 New
OFG
1561
Oxford Financial Group
Indiana
$207K +$13.2K +53 +7%
HNW
1562
High Note Wealth
Minnesota
$207K +$207K +829 New
ADIM
1563
Alpha DNA Investment Management
Maryland
$207K +$207K +828 New
VDBMI
1564
Van Den Berg Management I
Texas
$206K -$998 -4 -0.5%
NFSG
1565
Newbridge Financial Services Group
Florida
$206K +$12.5K +50 +6%
SWM
1566
Sugarloaf Wealth Management
Georgia
$206K – – –
FCM
1567
Fortis Capital Management
Washington
$205K -$60.9K -244 -23%
AWM
1568
Activest Wealth Management
Florida
$205K +$205K +836 New
FFL
1569
Financial Freedom LLC
Ohio
$205K – – –
TFF
1570
The Family Firm
Maryland
$205K +$205K +820 New
F
1571
Fithian
New York
$203K +$203K +816 New
ACM
1572
Ategra Capital Management
Virginia
$203K -$122K -488 -37%
MFG
1573
Monumental Financial Group
Maryland
$203K +$203K +813 New
APWM
1574
Atlas Private Wealth Management
New York
$203K +$203K +813 New
VCM
1575
Vivaldi Capital Management
Illinois
$202K +$202K +810 New
61 62
63
64 65