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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 %
EFG
1576
Ethos Financial Group
Pennsylvania
$245K +$245K +900 New
PCM
1577
Pennsylvania Capital Management
Pennsylvania
$245K +$6.81K +25 +3%
CFG
1578
Carr Financial Group
Massachusetts
$244K – – –
WG
1579
Welch Group
Alabama
$244K +$41.9K +154 +21%
FCM
1580
Fortis Capital Management
Washington
$244K +$46.6K +171 +24%
NRC
1581
New Republic Capital
North Carolina
$242K – – –
AC
1582
Avestar Capital
New York
$241K +$241K +885 New
BC
1583
Bowman & Company
Wisconsin
$240K +$272 +1 +0.1%
AMM
1584
American Money Management
California
$240K -$18.8K -69 -7%
PGA
1585
Portland Global Advisors
Maine
$240K – – –
LFA
1586
Legacy Financial Advisors
Kentucky
$237K +$237K +871 New
CPC
1587
Consolidated Planning Corp
Georgia
$237K -$134K -491 -36%
BOS
1588
Bank of Stockton
California
$237K -$5.23K -20 -2%
CWM
1589
Centric Wealth Management
Illinois
$236K – – –
MTIC
1590
Missouri Trust & Investment Company
Missouri
$236K -$6.81K -25 -3%
OWM
1591
Opes Wealth Management
California
$236K – – –
MC
1592
Matisse Capital
Oregon
$234K +$234K +858 New
MWA
1593
Motive Wealth Advisors
Michigan
$233K -$118K -435 -34%
TC
1594
Truvestments Capital
Florida
$233K +$272 +1 +0.1%
SAS
1595
SMI Advisory Services
Indiana
$232K +$232K +806 New
FWA
1596
FOCUS Wealth Advisors
Texas
$232K – – –
CC
1597
Callan Capital
California
$231K +$231K +850 New
SC
1598
Solstein Capital
California
$231K – – –
VF
1599
Vawter Financial
Ohio
$230K – – –
AIA
1600
AIMZ Investment Advisors
California
$229K +$24.5K +90 +12%
62 63
64
65 66