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Vanguard Growth ETF
VUG

Overview Fund Activity

1,710 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 671 increasing their positions, 625 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
+46
Holders Change %
+2.76%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.67%
New
168
Increased
671
Reduced
625
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.8B
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$214M
3
RIA
3
Retirement Investment Advisors
Oklahoma
$116M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$82M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.5B

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$19.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$458M
3
LPL Financial
3
LPL Financial
California
$1.04B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.97B
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Condor Capital Management
New Jersey
$32.2M +$289K +1,160 +0.9%
EWP
152
Engrave Wealth Partners
Texas
$31.9M +$2.7M +11,089 +9%
SWA
153
Strata Wealth Advisors
Texas
$31.2M +$3.5M +14,019 +13%
FOFP
154
Fee-Only Financial Planning
South Carolina
$30.8M -$761K -3,051 -2%
SFWA
155
Summit Financial Wealth Advisors
Louisiana
$30.8M -$1.24M -4,966 -4%
PPW
156
Presilium Private Wealth
Pennsylvania
$30.5M -$974K -3,905 -3%
CWM
157
Connecticut Wealth Management
Connecticut
$30.2M +$147K +590 +0.5%
IWA
158
Inspirion Wealth Advisors
Illinois
$29.3M +$199K +797 +0.7%
BWM
159
Brickley Wealth Management
California
$29.1M +$1.61M +6,456 +6%
PWP
160
Principle Wealth Partners
Connecticut
$29M -$2.23M -8,932 -7%
MWC
161
MBM Wealth Consultants
Missouri
$28.7M – – –
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$28.2M +$3.58M +14,402 +15%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$28.1M +$370K +1,483 +1%
PPP
164
Private Portfolio Partners
New Jersey
$27.6M +$365K +1,465 +1%
SI
165
Stephens Inc
Arkansas
$27.2M +$1.09M +4,367 +4%
CPIG
166
Chicago Partners Investment Group
Illinois
$26.7M +$337K +1,357 +1%
CA
167
Crane Advisory
California
$26.6M +$5.4M +22,094 +25%
AIS
168
American Investment Services
Massachusetts
$26.6M – – –
Members Trust
169
Members Trust
Florida
$26.5M -$4.15M -16,633 -14%
ACA
170
Affinity Capital Advisors
California
$26.5M -$618K -2,476 -2%
GG
171
Gleason Group
Kentucky
$26.2M -$86.6K -347 -0.3%
GG
172
GenWealth Group
New Jersey
$25.8M +$114K +458 +0.4%
BWM
173
Benchmark Wealth Management
Connecticut
$25.7M -$1.92M -7,725 -7%
LA
174
LVW Advisors
New York
$25.5M -$549K -2,200 -2%
GSIS
175
Global Strategic Investment Solutions
Arizona
$25.2M -$4.49K -18 -0%
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7
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