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Vanguard Growth ETF
VUG

Overview Fund Activity

1,813 hedge funds and large institutions have $60B invested in Vanguard Growth ETF in 2023 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 690 increasing their positions, 683 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+103
Holders Change %
+6.02%
% of All Funds
28.59%
Holding in Top 10
314
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+7.53%
% of All Funds
4.95%
New
171
Increased
690
Reduced
683
Closed
47
Calls
$99.4M
Puts
$18.8M
Net Calls
+$80.7M
Net Calls Change
+$15.2M

Top Buyers

1
BL
Balentine LLC
Georgia
$253M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
$77.2M
4
MCIA
Mountain Capital Investment Advisors
Colorado
$64.8M
5
VWM
Venturi Wealth Management
Texas
$86M

Top Sellers

1
EWA
EP Wealth Advisors
California
$917M
2
Bank of America
Bank of America
North Carolina
$11.7B
3
Financial Engines Advisors
Financial Engines Advisors
California
$2.96B
4
Natixis Advisors
Natixis Advisors
Massachusetts
$82.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$5.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
1726
Oak Harbor Wealth Partners
North Carolina
$55.2K – – –
FMB
1727
Field & Main Bank
Kentucky
$55.2K – – –
AIA
1728
Armor Investment Advisors
North Carolina
$54K – – –
RLIM
1729
Red Lighthouse Investment Management
New York
$54K – – –
MCM
1730
McMillion Capital Management
North Carolina
$50.4K +$50.4K +178 New
BLC
1731
Brown, Lisle/Cummings
Rhode Island
$49.2K – – –
WAM
1732
Worth Asset Management
Texas
$48.4K -$218K -772 -82%
BAM
1733
Bellevue Asset Management
Washington
$46K – – –
CWP
1734
Concord Wealth Partners
Virginia
$44.4K -$21.2K -75 -32%
MSFP
1735
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
TCM
1736
Tradewinds Capital Management
Washington
$42.4K – – –
MMG
1737
Monetary Management Group
Missouri
$42.4K – – –
CCA
1738
Column Capital Advisors
Indiana
$42.3K – – –
CWM
1739
CarsonAllaria Wealth Management
Illinois
$40.6K – – –
TF
1740
Tompkins Financial
New York
$39.6K -$6.79K -24 -15%
MWM
1741
Mascoma Wealth Management
New Hampshire
$39.2K – – –
BBPWM
1742
Blue Bell Private Wealth Management
Pennsylvania
$39K +$39K +138 New
SFG
1743
Steward Financial Group
Texas
$38K +$38K +135 New
GWSA
1744
Global Wealth Strategies & Associates
Colorado
$37.6K – – –
MIM
1745
MTM Investment Management
South Carolina
$36.5K – – –
GM
1746
GeoWealth Management
Illinois
$35K +$35K +122 New
MBFW
1747
Morton Brown Family Wealth
Pennsylvania
$34.5K – – –
MIH
1748
Meitav Investment House
Israel
$34K +$34K +121 New
WAS
1749
Winch Advisory Services
Wisconsin
$34K – – –
JWM
1750
Janiczek Wealth Management
Colorado
$33.1K – – –
68 69
70
71 72