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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 %
MCA
1701
Maryland Capital Advisors
Maryland
$104K – – –
BIA
1702
Bell Investment Advisors
California
$104K – – –
RAM
1703
Riggs Asset Management
Pennsylvania
$103K – – –
KHC
1704
Koesten Hirschmann & Crabtree
Kansas
$101K – – –
SIS
1705
Sound Income Strategies
Florida
$96.4K -$70.5K -259 -42%
CMBA
1706
C.M. Bidwell & Associates
Hawaii
$95.6K – – –
BEI
1707
Benjamin Edwards Inc
Missouri
$95K – – –
FFC
1708
First Financial Corp
Indiana
$94.8K – – –
CA
1709
Crewe Advisors
Utah
$89.9K – – –
FCMT
1710
Founders Capital Management (Texas)
Texas
$88.2K – – –
BWS
1711
Buck Wealth Strategies
Colorado
$88.1K +$88.1K +324 New
USB
1712
Union Savings Bank
Connecticut
$86K – – –
CT
1713
Clearstead Trust
Maine
$85.5K +$85.5K +314 New
HWA
1714
Heritage Wealth Advisors
Virginia
$82.5K +$82.5K +303 New
LFA
1715
LGT Financial Advisors
Texas
$80.9K – – –
BSB
1716
Bangor Savings Bank
Maine
$78.4K – – –
BCPWM
1717
Bradley & Co Private Wealth Management
Florida
$77.3K – – –
BCIM
1718
Bishop & Co Investment Management
Pennsylvania
$73.3K -$77.2M -21,834,223 Closed
WWM
1719
Wolff Wiese Magana
California
$72.4K – – –
BCA
1720
Bray Capital Advisors
Florida
$72.2K – – –
Citadel Advisors
1721
Citadel Advisors
Florida
$67.3K -$11.9M -43,744 -99%
OSNBOA
1722
Old Second National Bank of Aurora
Illinois
$67.3K +$67.3K +247 New
MFT
1723
Moisand Fitzgerald Tamayo
Florida
$66.7K +$47.4K +174 +245%
CWP
1724
Concord Wealth Partners
Virginia
$66.2K +$23.4K +86 +55%
PPWM
1725
PFG Private Wealth Management
Florida
$64.3K -$13.1K -48 -17%
67 68
69
70 71