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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 %
BCM
1776
Bourgeon Capital Management
Connecticut
$25.4K – – –
AFS
1777
Annapolis Financial Services
Maryland
$25.3K – – –
BWP
1778
Baldwin Wealth Partners
Massachusetts
$25.3K – – –
HFS
1779
HBC Financial Services
Washington
$25K -$42.3K -105 -63%
UIA
1780
Ulland Investment Advisors
Minnesota
$25K +$1.39K +5 +6%
ANBT
1781
American National Bank & Trust
Texas
$23.7K -$82K -301 -78%
NRG
1782
Nemes Rush Group
Michigan
$23.7K – – –
FDCC
1783
Foster Dykema Cabot & Co
Massachusetts
$23K – – –
SFC
1784
SYM Financial Corp
Indiana
$22.3K +$16.9K +62 +310%
LFA
1785
Legend Financial Advisors
Pennsylvania
$19.3K -$90.4K -332 -82%
IAS
1786
IMA Advisory Services
Colorado
$19.1K +$19.1K +70 New
LF
1787
Lee Financial
Texas
$18.2K – – –
EW
1788
Element Wealth
Mississippi
$17.2K – – –
SWA
1789
Sutton Wealth Advisors
Florida
$16K +$543 +2 +4%
CJL
1790
Cyrus J. Lawrence
New York
$16K – – –
GGI
1791
Godsey & Gibb Inc
Virginia
$15.5K -$1.36K -5 -8%
AWM
1792
AllSquare Wealth Management
New York
$15.2K +$6.26K +23 +70%
AIM
1793
ARK Investment Management
Florida
$15.1K +$13.2K +49 +700%
AA
1794
AlphaMark Advisors
Kentucky
$15K – – –
TIM
1795
Thompson Investment Management
Wisconsin
$13.6K – – –
PCFFS
1796
Pacific Center for Financial Services
California
$12.5K – – –
BCM
1797
Blume Capital Management
California
$12.3K – – –
VAG
1798
VisionPoint Advisory Group
Texas
$11.4K +$11.4K +42 New
MFC
1799
Morris Financial Concepts
South Carolina
$11.2K – – –
CP
1800
Castleview Partners
Texas
$10.1K -$3.27K -12 -24%
70 71
72
73 74