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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 %
MWC
176
MBM Wealth Consultants
Missouri
$32.2M -$452K -1,626 -1%
BWM
177
Brickley Wealth Management
California
$31.8M -$28.3K -104 -0.1%
CWM
178
Connecticut Wealth Management
Connecticut
$31.5M -$1.7M -6,251 -5%
PWP
179
Principle Wealth Partners
Connecticut
$31.4M +$426K +1,565 +1%
SIA
180
Strategic Investment Advisors
Michigan
$31.3M -$25.9M -95,169 -45%
KI
181
Kapitalo Investimentos
Brazil
$31M +$31M +113,870 New
BDWCC
182
B&D White Capital Company
Texas
$30.4M +$1.07M +3,915 +4%
KPWS
183
Kestra Private Wealth Services
Texas
$30.3M +$3.75M +13,756 +14%
PPP
184
Private Portfolio Partners
New Jersey
$30.2M +$593K +2,176 +2%
PFP
185
Pinnacle Financial Partners
Tennessee
$30.1M +$5.22M +19,179 +21%
BWM
186
Benchmark Wealth Management
Connecticut
$29.3M -$630K -2,314 -2%
AIS
187
American Investment Services
Massachusetts
$29M -$1.34M -4,911 -4%
ACA
188
Affinity Capital Advisors
California
$29M -$687K -2,522 -2%
JCM
189
Jacobsen Capital Management
Utah
$29M -$138K -508 -0.5%
WFM
190
Wolff Financial Management
Michigan
$28.9M +$28.9M +105,944 New
GG
191
Gleason Group
Kentucky
$28.8M -$167K -614 -0.6%
SI
192
Stephens Inc
Arkansas
$28.6M -$1.12M -4,129 -4%
AA
193
Axiom Advisory
California
$28M +$112K +411 +0.4%
AAP
194
Arax Advisory Partners
Colorado
$28M +$1.91M +7,027 +7%
SAM
195
SP Asset Management
California
$27.8M +$1.87M +6,878 +7%
MFG
196
Magnus Financial Group
New York
$27.5M +$228K +839 +0.8%
SCA
197
Scott Capital Advisors
Oregon
$27.5M +$2.34M +8,306 +9%
GSIS
198
Global Strategic Investment Solutions
Arizona
$27.3M +$22.3K +82 +0.1%
GG
199
GenWealth Group
New Jersey
$26.7M -$1.6M -5,885 -6%
CFA
200
Cahill Financial Advisors
Minnesota
$26.4M +$32.9K +121 +0.1%
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