VUG icon

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 %
Janus Henderson Group
1601
Janus Henderson Group
United Kingdom
$234K -$10.5K -37 -4%
SWM
1602
Sugarloaf Wealth Management
Georgia
$234K +$283 +1 +0.1%
CW
1603
CIC Wealth
Maryland
$233K -$40.7K -144 -15%
HIG
1604
Heritage Investment Group
Florida
$233K +$233K +823 New
WA
1605
Wambolt & Associates
Colorado
$233K -$16.7K -59 -7%
TFF
1606
The Family Firm
Maryland
$232K +$283 +1 +0.1%
FFL
1607
Financial Freedom LLC
Ohio
$232K +$283 +1 +0.1%
WP
1608
WealthPLAN Partners
Nebraska
$231K -$16.1K -57 -7%
ACM
1609
Ategra Capital Management
Virginia
$231K – – –
MFG
1610
Monumental Financial Group
Maryland
$230K – – –
FWP
1611
FAS Wealth Partners
Kansas
$230K +$28.3K +100 +14%
AWS
1612
Aspen Wealth Strategies
Colorado
$229K -$36.2K -128 -14%
CWP
1613
Curated Wealth Partners
California
$229K – – –
WRPWM
1614
Werba Rubin Papier Wealth Management
California
$229K +$229K +808 New
TFM
1615
TFC Financial Management
Massachusetts
$228K +$27.2K +96 +14%
HAC
1616
Harbor Advisory Corp
New Hampshire
$227K -$22.1K -78 -9%
JWBC
1617
J.W. Burns & Co
New York
$227K -$139K -491 -38%
MM
1618
Meridian Management
Arkansas
$227K -$121K -427 -35%
VDBMI
1619
Van Den Berg Management I
Texas
$227K -$7.08K -25 -3%
AAG
1620
Armstrong Advisory Group
Massachusetts
$226K -$566 -2 -0.2%
BFS
1621
Bradley Foster & Sargent
Connecticut
$226K +$226K +799 New
BWP
1622
Bernardo Wealth Planning
Pennsylvania
$226K +$226K +797 New
OFG
1623
Oxford Financial Group
Indiana
$224K -$10.5K -37 -4%
DP
1624
Divergent Planning
Maryland
$224K +$224K +790 New
RWS
1625
Resolute Wealth Strategies
Mississippi
$223K +$223K +789 New
63 64
65
66 67