VUG icon

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 %
FSA
1876
Financial Sense Advisors
California
– -$210K -742 Closed
LI
1877
LMCG Investments
Massachusetts
– -$209K -740 Closed
WF
1878
Welch & Forbes
Massachusetts
– -$207K -732 Closed
SIAG
1879
Safeguard Investment Advisory Group
California
– -$204K -720 Closed
GC
1880
Gilbert & Cook
Iowa
– -$204K -720 Closed
LCM
1881
Lazari Capital Management
California
– -$203K -719 Closed
WFS
1882
Widmann Financial Services
Maryland
– -$202K -714 Closed
BW
1883
Bison Wealth
Georgia
– -$202K -713 Closed
SC
1884
Schiavi & Co
Delaware
– -$201K -712 Closed
EL
1885
Essex LLC
Illinois
– -$201K -710 Closed
RFP
1886
Root Financial Partners
California
– -$201K -709 Closed
FBC
1887
Fairfield, Bush & Co
Connecticut
– -$195K -688 Closed
CWA
1888
Clearview Wealth Advisors
Oregon
– -$161K -570 Closed
BNP Paribas Financial Markets
1889
BNP Paribas Financial Markets
France
– -$118K -417 Closed
FGAM
1890
Financial Gravity Asset Management
Texas
– -$12.4K -283 Closed
RBC
1891
Roble Belko & Company
Pennsylvania
– -$79K -279 Closed
EDRH
1892
Edmond de Rothschild Holding
Switzerland
– -$78.1K -276 Closed
AIA
1893
Armor Investment Advisors
North Carolina
– -$54K -191 Closed
CCA
1894
Column Capital Advisors
Indiana
– -$42.3K -149 Closed
CWM
1895
CarsonAllaria Wealth Management
Illinois
– -$40.6K -143 Closed
MIH
1896
Meitav Investment House
Israel
– -$34K -121 Closed
PCM
1897
Penserra Capital Management
California
– -$20K -72 Closed
AP
1898
Arlington Partners
Alabama
– -$19.5K -69 Closed
KM
1899
Kalos Management
Georgia
– -$16.1K -57 Closed
TFP
1900
Tilia Fiduciary Partners
North Carolina
– -$14.1K -50 Closed
73 74 75
76
77