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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 %
LAIC
1551
Lederer & Associates Investment Counsel
California
$261K – – –
OC
1552
Oakworth Capital
Alabama
$260K -$9.53K -35 -4%
WCF
1553
West Coast Financial
California
$260K -$5.45K -20 -2%
FWA
1554
FSM Wealth Advisors
Ohio
$259K -$34.3K -126 -12%
LWP
1555
Laurel Wealth Planning
Minnesota
$258K – – –
HCM
1556
Highlander Capital Management
New Jersey
$258K +$258K +947 New
CWS
1557
Confluence Wealth Services
Pennsylvania
$258K -$545 -2 -0.2%
SNBOSCI
1558
Security National Bank of Sioux City Iowa
Iowa
$258K -$2.72K -10 -1%
MI
1559
Moneywise Inc
Virginia
$257K +$272 +1 +0.1%
CWM
1560
Calamos Wealth Management
Illinois
$257K – – –
AWAG
1561
ARS Wealth Advisors Group
Florida
$254K +$254K +932 New
AP
1562
Appleton Partners
Massachusetts
$253K – – –
WP
1563
WealthPLAN Partners
Nebraska
$253K +$30.8K +113 +14%
FAM
1564
Frontier Asset Management
Wyoming
$252K +$19.3K +71 +8%
KP
1565
Keel Point
Alabama
$252K -$5.17K -19 -2%
DE
1566
Day & Ennis
Georgia
$252K +$272 +1 +0.1%
EBT
1567
Enterprise Bank & Trust
Massachusetts
$251K -$25.1K -92 -9%
MBT
1568
Montecito Bank & Trust
California
$249K +$249K +915 New
WW
1569
Westshore Wealth
California
$249K -$34K -125 -12%
FFP
1570
Forbes Financial Planning
Rhode Island
$249K – – –
OPWM
1571
Oxinas Partners Wealth Management
Indiana
$249K – – –
WFS
1572
Weitzel Financial Services
Iowa
$248K – – –
JFG
1573
JDM Financial Group
Texas
$248K – – –
NSG
1574
Nalls Sherbakoff Group
Tennessee
$245K – – –
GA
1575
Greenspring Advisors
Maryland
$245K -$2.45K -9 -1%
61 62
63
64 65