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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 %
TWM
1851
Tanager Wealth Management
United Kingdom
– -$420K -1,484 Closed
CWM
1852
CCG Wealth Management
California
– -$386K -1,365 Closed
RCM
1853
RNC Capital Management
California
– -$312K -1,103 Closed
RWM
1854
Revisor Wealth Management
Ohio
– -$308K -1,089 Closed
RWA
1855
River Wealth Advisors
Pennsylvania
– -$290K -1,026 Closed
EB
1856
Exchange Bank
California
– -$285K -1,006 Closed
JJBC
1857
James J. Burns & Company
New York
– -$284K -1,004 Closed
ETIA
1858
Epic Trust Investment Advisors
Washington
– -$277K -980 Closed
CWA
1859
CM Wealth Advisors
Ohio
– -$283K -970 Closed
SW
1860
Simplicity Wealth
New Jersey
– -$273K -965 Closed
Bank Julius Baer & Co
1861
Bank Julius Baer & Co
Switzerland
– -$271K -957 Closed
CPSAC
1862
Chas P. Smith & Associates (CPS)
Florida
– -$268K -946 Closed
SXL
1863
Summit X LLC
Missouri
– -$263K -929 Closed
T
1864
TCWP
Ohio
– -$263K -929 Closed
APWM
1865
Atlas Private Wealth Management
New York
– -$261K -921 Closed
DA
1866
Drake & Associates
Wisconsin
– -$253K -894 Closed
AP
1867
Americana Partners
Texas
– -$252K -889 Closed
LWA
1868
Lineweaver Wealth Advisors
Ohio
– -$247K -873 Closed
TWM
1869
Tolleson Wealth Management
Texas
– -$235K -830 Closed
Janus Henderson Group
1870
Janus Henderson Group
United Kingdom
– -$234K -829 Closed
CW
1871
CIC Wealth
Maryland
– -$233K -825 Closed
JWBC
1872
J.W. Burns & Co
New York
– -$227K -804 Closed
MM
1873
Meridian Management
Arkansas
– -$227K -802 Closed
WTG
1874
West Tower Group
Virginia
– -$220K -778 Closed
SWIG
1875
Strategic Wealth Investment Group
Kentucky
– -$211K -746 Closed
73 74
75
76 77