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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 %
ST
1651
Sentinel Trust
Texas
$212K – – –
FBT
1652
First Bank & Trust
South Dakota
$211K – – –
PTP
1653
Platform Technology Partners
New York
$210K +$210K +772 New
TA
1654
Trellis Advisors
Washington
$210K – – –
TFM
1655
TFC Financial Management
Massachusetts
$209K -$9.53K -35 -4%
HIP
1656
HUB Investment Partners
Texas
$209K +$209K +768 New
Nuveen Asset Management
1657
Nuveen Asset Management
Illinois
$208K +$208K +764 New
SC
1658
Sinecera Capital
Texas
$207K – – –
FG
1659
Foster Group
Iowa
$206K -$7.63K -28 -4%
FT
1660
Fiduciary Trust
Massachusetts
$205K -$43K -158 -17%
BAMG
1661
Brand Asset Management Group
Missouri
$205K -$36.2K -133 -15%
TWM
1662
Trevian Wealth Management
Massachusetts
$205K +$205K +754 New
IP
1663
Investment Partners
Ohio
$205K +$205K +753 New
MP
1664
McDonald Partners
Ohio
$204K -$192K -706 -48%
Luther King Capital Management (LKCM)
1665
Luther King Capital Management (LKCM)
Texas
$203K – – –
NF
1666
Nikulski Financial
Iowa
$203K +$203K +746 New
PG
1667
Patten Group
Tennessee
$203K – – –
ACM
1668
Alamar Capital Management
California
$202K -$9.53K -35 -5%
CCM
1669
Canal Capital Management
Virginia
$202K – – –
DFC
1670
DBK Financial Counsel
Ohio
$201K -$46.3K -170 -19%
HBW
1671
Hazlett, Burt & Watson
West Virginia
$201K +$10.1K +37 +5%
CISOA
1672
Capital Investment Services of America
Wisconsin
$201K +$201K +737 New
WWM
1673
Wiser Wealth Management
Georgia
$200K +$200K +736 New
AWM
1674
Atticus Wealth Management
Florida
$199K – – –
HPC
1675
HM Payson & Co
Maine
$190K -$56.1K -206 -23%
65 66
67
68 69