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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 %
AWM
1601
Activest Wealth Management
Florida
$228K +$228K +837 New
GCM
1602
Gallacher Capital Management
Colorado
$228K -$10.9K -40 -5%
ST
1603
Spinnaker Trust
Maine
$228K +$22.9K +84 +11%
6F
1604
626 Financial
Michigan
$228K +$272 +1 +0.1%
UL
1605
Unionview LLC
Washington
$227K +$272 +1 +0.1%
FFP
1606
FourThought Financial Partners
Florida
$227K +$272 +1 +0.1%
FWMM
1607
Foundation Wealth Management (Missouri)
Missouri
$227K – – –
UCB
1608
United Community Bank
South Carolina
$227K -$19.6K -72 -8%
BFS
1609
Bradley Foster & Sargent
Connecticut
$226K – – –
BIM
1610
Bridges Investment Management
Nebraska
$226K – – –
HNW
1611
High Note Wealth
Minnesota
$226K – – –
WA
1612
Wambolt & Associates
Colorado
$226K – – –
FCH
1613
Freestone Capital Holdings
Washington
$225K -$123K -450 -35%
Chevy Chase Trust
1614
Chevy Chase Trust
Maryland
$225K -$166K -608 -42%
FSA
1615
Financial Security Advisor
Virginia
$225K +$225K +824 New
HIG
1616
Heritage Investment Group
Florida
$224K – – –
TFF
1617
The Family Firm
Maryland
$224K +$272 +1 +0.1%
FFL
1618
Financial Freedom LLC
Ohio
$224K – – –
YWS
1619
Yarger Wealth Strategies
Ohio
$223K +$12K +44 +6%
ACM
1620
Ategra Capital Management
Virginia
$222K – – –
CB
1621
Community Bank
New York
$222K -$26.1K -96 -11%
WQ
1622
Wealth Quarterback
New Jersey
$221K -$23.4K -86 -10%
CCA
1623
Cobblestone Capital Advisors
New York
$221K -$10.9K -40 -5%
CFSG
1624
Community Financial Services Group
Vermont
$221K +$221K +813 New
MFG
1625
Monumental Financial Group
Maryland
$221K – – –
63 64
65
66 67