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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 %
FHA
201
First Horizon Advisors
Tennessee
$26.4M -$88.8K -326 -0.3%
CWA
202
Cornerstone Wealth Advisors
Minnesota
$26.3M -$429K -1,575 -2%
CAC
203
Certified Advisory Corp
Florida
$26.2M +$350K +1,299 +1%
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$26.1M +$9.9M +44,285 +61%
LA
205
LVW Advisors
New York
$26.1M +$828K +3,041 +3%
BSWA
206
Bromfield Sneider Wealth Advisors
Massachusetts
$26M -$672K -2,466 -3%
PPFA
207
Provida Pension Fund Administrator
Chile
$25.8M -$7.31M -26,860 -22%
ACS
208
Archford Capital Strategies
Illinois
$25.8M -$183K -673 -0.7%
SIA
209
Schechter Investment Advisors
Michigan
$25.7M -$182K -668 -0.7%
PA
210
PFG Advisors
Arizona
$25.4M -$206K -758 -0.8%
Members Trust
211
Members Trust
Florida
$25.2M +$1.73M +6,365 +7%
SAM
212
Silvercrest Asset Management
New York
$25.1M +$371K +1,361 +2%
CAM
213
Clark Asset Management
New Hampshire
$25M +$2.43M +8,906 +11%
ODIJL
214
One Day In July LLC
Vermont
$24.9M +$394K +1,446 +2%
CG
215
Colony Group
Massachusetts
$24.6M -$300K -1,101 -1%
CIAS
216
CFS Investment Advisory Services
New Jersey
$24.5M +$4.74M +17,392 +24%
SCP
217
Stevens Capital Partners
Nebraska
$24.4M +$120K +442 +0.5%
RSWM
218
Robertson Stephens Wealth Management
California
$24.4M -$311K -1,141 -1%
DC
219
Davenport & Co
Virginia
$24.2M +$992K +3,644 +4%
CAM
220
Cresset Asset Management
Illinois
$24.2M +$2.59M +9,520 +12%
PWM
221
PRW Wealth Management
Massachusetts
$23.9M +$23.9M +89,792 New
TPCW
222
TD Private Client Wealth
New York
$23.8M -$542K -1,991 -2%
FAP
223
Financial Advisory Partners
Florida
$23.5M +$95.3K +350 +0.4%
PF
224
Parker Financial
Washington
$22.9M +$791K +2,905 +4%
AA
225
Aire Advisors
California
$22.6M -$257K -942 -1%
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