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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 %
LTI
1676
Laffer Tengler Investments
Tennessee
$183K – – –
AFG
1677
Albion Financial Group
Utah
$182K -$10.1K -37 -5%
LWA
1678
Lowe Wealth Advisors
Maryland
$180K – – –
BHWM
1679
Beaird Harris Wealth Management
Texas
$178K +$74.9K +275 +73%
PFM
1680
Phillips Financial Management
Indiana
$175K -$10.6K -39 -6%
Qube Research & Technologies (QRT)
1681
Qube Research & Technologies (QRT)
United Kingdom
$165K +$165K +605 New
IF
1682
Integrity Financial
Wyoming
$164K – – –
CMP
1683
Coston McIsaac & Partners
Maine
$163K +$271 +1 +0.2%
TIM
1684
Tortoise Investment Management
New York
$157K +$5.45K +20 +4%
WB
1685
Webster Bank
Connecticut
$152K +$25.1K +92 +20%
AF
1686
Arrow Financial
New York
$151K – – –
CYG
1687
Clean Yield Group
Vermont
$143K -$18.7K -66 -12%
OP
1688
ORG Partners
Indiana
$142K -$855K -3,138 -86%
JPWM
1689
Jamison Private Wealth Management
Georgia
$142K +$142K +520 New
WPA
1690
West Paces Advisors
Georgia
$136K – – –
NSIM
1691
North Star Investment Management
Illinois
$131K – – –
TAM
1692
Tucker Asset Management
Colorado
$130K -$3K -11 -2%
HPIA
1693
Hamilton Point Investment Advisors
North Carolina
$130K – – –
SCA
1694
Stonebridge Capital Advisors
Minnesota
$130K +$5.72K +21 +5%
PAG
1695
Paladin Advisory Group
Iowa
$122K – – –
NS
1696
NBC Securities
Alabama
$119K +$119K +441 New
DSC
1697
Duncker Streett & Co
Missouri
$114K – – –
PP
1698
PrairieView Partners
Minnesota
$112K -$271 -1 -0.2%
POIA
1699
Pin Oak Investment Advisors
Texas
$107K – – –
ACA
1700
Atlas Capital Advisors
Wyoming
$107K -$59.4K -218 -36%
66 67
68
69 70