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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
$772M
2
SIS
Strategic Investment Solutions
Illinois
$266M
3
Charles Schwab
Charles Schwab
California
$212M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$134M
5
Morgan Stanley
Morgan Stanley
New York
$3.34B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.6B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B
3
UCFA
United Capital Financial Advisors
Texas
$266M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$4.88B
5
Financial Engines Advisors
Financial Engines Advisors
California
$2.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
151
One Capital Management
California
$40.1M +$594K +2,182 +2%
SWA
152
Strata Wealth Advisors
Texas
$38.5M +$38.5M +141,541 New
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$38.5M +$1.86M +6,838 +5%
GC
154
Grimes & Company
Massachusetts
$37.9M +$329K +1,210 +0.9%
CCA
155
Checchi Capital Advisers
California
$37.3M +$3.15M +11,562 +9%
VIA
156
Vantagepoint Investment Advisers
District of Columbia
$37M – – –
AFAS
157
Acorn Financial Advisory Services
Virginia
$36.9M -$16.9K -62 -0%
VVP
158
Venture Visionary Partners
Ohio
$36.6M +$1.35M +4,961 +4%
CPIG
159
Chicago Partners Investment Group
Illinois
$36.3M +$1.9M +7,022 +6%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$36.2M +$1.28M +4,499 +4%
PPW
161
Presilium Private Wealth
Pennsylvania
$36M +$2.49M +9,132 +7%
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$35.9M +$6.88M +25,266 +24%
FWP
163
Falcon Wealth Planning
California
$35.8M +$279K +1,025 +0.8%
SAI
164
Systematic Alpha Investments
New Jersey
$35.6M – – –
SFWA
165
Summit Financial Wealth Advisors
Louisiana
$35.5M -$792K -2,788 -2%
CCM
166
Condor Capital Management
New Jersey
$35.2M +$290K +1,064 +0.8%
TPW
167
TL Private Wealth
Texas
$35.1M -$3.66M -13,110 -9%
Comerica Bank
168
Comerica Bank
Texas
$35M +$35M +128,534 New
TF
169
Trek Financial
Arizona
$35M +$1.94M +7,129 +6%
PFA
170
Pathway Financial Advisors
Vermont
$34.2M -$575K -2,113 -2%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$33.7M +$917K +3,366 +3%
IWA
172
Inspirion Wealth Advisors
Illinois
$33.6M +$177K +649 +0.5%
FOFP
173
Fee-Only Financial Planning
South Carolina
$33.4M +$19.9K +73 +0.1%
PCA
174
Prosperity Capital Advisors
Ohio
$33.2M +$8.93M +32,806 +37%
EWA
175
EverSource Wealth Advisors
Alabama
$33M +$6M +22,025 +22%
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