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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 %
NAM
1826
Nissay Asset Management
Japan
– -$15.2M -53,727 Closed
PWS
1827
Peterson Wealth Services
Utah
– -$14M -49,558 Closed
FCG
1828
Financial Connections Group
California
– -$10.2M -35,986 Closed
MCA
1829
Magnolia Capital Advisors
Mississippi
– -$7.86M -27,785 Closed
Simplex Trading
1830
Simplex Trading
Illinois
– -$5.11M -18,050 Closed
WA
1831
Win Advisors
Florida
– -$2.83M -12,005 Closed
FPCG
1832
Forum Private Client Group
Indiana
– -$3.2M -11,302 Closed
V
1833
Veritable
Delaware
– -$3.18M -11,255 Closed
EF
1834
Empowered Funds
Pennsylvania
– -$2.9M -10,233 Closed
BHCM
1835
Brevan Howard Capital Management
Jersey
– -$2.83M -10,000 Closed
QPWM
1836
Quadrant Private Wealth Management
Pennsylvania
– -$2.64M -9,323 Closed
VAS
1837
Vestmark Advisory Solutions
Massachusetts
– -$2.59M -9,165 Closed
FTUS
1838
Flow Traders U.S.
New York
– -$2.51M -8,863 Closed
SHGA
1839
Sand Hill Global Advisors
California
– -$2.24M -7,903 Closed
SHFP
1840
Second Half Financial Partners
Florida
– -$2.2M -7,785 Closed
BFS
1841
Bard Financial Services
Connecticut
– -$1.86M -6,590 Closed
AT
1842
American Trust
Kentucky
– -$1.41M -5,000 Closed
TA
1843
TFB Advisors
Kansas
– -$1.37M -4,833 Closed
VWA
1844
V Wealth Advisors
Kansas
– -$870K -3,075 Closed
PGF
1845
Plan Group Financial
Oklahoma
– -$658K -2,327 Closed
JWM
1846
Jackson Wealth Management
Florida
– -$630K -2,228 Closed
VCM
1847
Vision Capital Management
Oregon
– -$461K -1,630 Closed
1SB
1848
1ST Source Bank
Indiana
– -$452K -1,599 Closed
TH
1849
Team Hewins
California
– -$427K -1,510 Closed
RS
1850
Retirement Solution
Washington
– -$423K -1,494 Closed
72 73
74
75 76