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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 %
FWP
1626
FAS Wealth Partners
Kansas
$221K +$272 +1 +0.1%
DP
1627
Divergent Planning
Maryland
$221K – – –
CWP
1628
Curated Wealth Partners
California
$220K – – –
LTAS
1629
Linden Thomas Advisory Services
North Carolina
$220K +$220K +809 New
WRPWM
1630
Werba Rubin Papier Wealth Management
California
$220K – – –
HAC
1631
Harbor Advisory Corp
New Hampshire
$219K – – –
SWM
1632
Sugarloaf Wealth Management
Georgia
$218K -$6.81K -25 -3%
BP
1633
BBR Partners
New York
$218K +$218K +800 New
MPW
1634
Monterey Private Wealth
California
$218K -$54.2K -199 -20%
MAM
1635
Milestone Asset Management
Pennsylvania
$216K +$216K +787 New
OFG
1636
Oxford Financial Group
Indiana
$216K – – –
FDDB
1637
Fidelity D&D Bancorp
Pennsylvania
$215K +$215K +791 New
RWS
1638
Resolute Wealth Strategies
Mississippi
$215K +$272 +1 +0.1%
IF
1639
IRON Financial
Illinois
$215K +$272 +1 +0.1%
AWA
1640
Acorn Wealth Advisors
Michigan
$214K -$37.1K -136 -15%
AWS
1641
Aspen Wealth Strategies
Colorado
$214K -$6.81K -25 -3%
QS
1642
Quantitative Strategies
California
$213K – – –
AAG
1643
Armstrong Advisory Group
Massachusetts
$213K -$4.63K -17 -2%
VDBMI
1644
Van Den Berg Management I
Texas
$213K -$4.9K -18 -2%
EAM
1645
Empirical Asset Management
Massachusetts
$213K – – –
LFWA
1646
LBJ Family Wealth Advisors
Texas
$213K – – –
SIC
1647
Sigma Investment Counselors
Michigan
$213K +$272 +1 +0.1%
MCM
1648
Mitchell Capital Management
Kansas
$212K – – –
AWA
1649
Amplius Wealth Advisors
Pennsylvania
$212K -$1.36K -5 -0.6%
SWM
1650
Soundmark Wealth Management
Washington
$212K – – –
64 65
66
67 68