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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
$197M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
$77.2M
4
MCIA
Mountain Capital Investment Advisors
Colorado
$64.8M
5
VWM
Venturi Wealth Management
Texas
$86M

Top Sellers

1
EWA
EP Wealth Advisors
California
$917M
2
Bank of America
Bank of America
North Carolina
$11.7B
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.96B
4
Natixis Advisors
Natixis Advisors
Massachusetts
$82.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$5.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
1651
Financial Sense Advisors
California
$210K +$210K +742 New
LI
1652
LMCG Investments
Massachusetts
$209K +$209K +740 New
CCM
1653
Canal Capital Management
Virginia
$209K +$209K +740 New
WF
1654
Welch & Forbes
Massachusetts
$207K +$207K +732 New
AWM
1655
Atticus Wealth Management
Florida
$207K +$5.09K +18 +3%
FCM
1656
Fortis Capital Management
Washington
$205K -$27.7K -98 -12%
GC
1657
Gilbert & Cook
Iowa
$204K +$204K +720 New
SIAG
1658
Safeguard Investment Advisory Group
California
$204K +$204K +720 New
LCM
1659
Lazari Capital Management
California
$203K +$203K +719 New
WFS
1660
Widmann Financial Services
Maryland
$202K +$202K +714 New
BW
1661
Bison Wealth
Georgia
$202K +$202K +713 New
SC
1662
Schiavi & Co
Delaware
$201K +$201K +712 New
EL
1663
Essex LLC
Illinois
$201K +$201K +710 New
RFP
1664
Root Financial Partners
California
$201K +$201K +709 New
AFG
1665
Albion Financial Group
Utah
$199K -$61.4K -217 -24%
HBW
1666
Hazlett, Burt & Watson
West Virginia
$198K +$15.8K +56 +9%
FBC
1667
Fairfield, Bush & Co
Connecticut
$195K +$195K +688 New
PFM
1668
Phillips Financial Management
Indiana
$193K +$11K +39 +6%
TCWA
1669
Ten Capital Wealth Advisors
Washington
$190K – – –
LTI
1670
Laffer Tengler Investments
Tennessee
$190K -$28.3K -100 -13%
LWA
1671
Lowe Wealth Advisors
Maryland
$187K – – –
SIS
1672
Sound Income Strategies
Florida
$173K +$72.2K +255 +71%
ACA
1673
Atlas Capital Advisors
Wyoming
$173K +$5.09K +18 +3%
IF
1674
Integrity Financial
Wyoming
$170K -$49.2K -174 -22%
CMP
1675
Coston McIsaac & Partners
Maine
$169K – – –
65 66
67
68 69