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Vanguard Growth ETF
VUG

Overview Fund Activity

2,031 hedge funds and large institutions have $72B invested in Vanguard Growth ETF in 2023 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 798 increasing their positions, 652 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
+210
Holders Change %
+11.53%
% of All Funds
29.78%
Holding in Top 10
374
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+16.88%
% of All Funds
5.48%
New
294
Increased
798
Reduced
652
Closed
56
Calls
$61.1M
Puts
$23.1M
Net Calls
+$38M
Net Calls Change
+$41M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.01B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$5.98B
3
Bank of America
Bank of America
North Carolina
$12.5B
4
Goldman Sachs
Goldman Sachs
New York
$742M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$463M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$22.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$362M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.74B
4
UCFA
United Capital Financial Advisors
Texas
$186M
5
RIA
Retirement Investment Advisors
Oklahoma
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
251
Tobias Financial Advisors
Florida
$23.8M -$90.8K -292 -0.4%
AHC
252
Anderson Hoagland & Co
Missouri
$23.6M +$17.5K +56 +0.1%
DC
253
DeDora Capital
California
$23.3M -$45.7K -147 -0.2%
WP
254
Wealthspan Partners
Iowa
$22.8M +$496K +1,597 +2%
FTS
255
Fifth Third Securities
Ohio
$22.7M +$2.87M +9,238 +14%
SIS
256
Strategic Investment Solutions
Illinois
$22.6M -$270M -866,901 -92%
WIC
257
Whitegate Investment Counselors
New Hampshire
$22.6M -$11.8K -38 -0.1%
ACM
258
AlphaStar Capital Management
North Carolina
$22.5M +$6.82M +10,971 +43%
EA
259
Evolution Advisers
Virginia
$22.5M +$283K +926 +1%
TW
260
Towerpoint Wealth
California
$22.4M -$403K -1,295 -2%
BCIM
261
Bishop & Co Investment Management
Pennsylvania
$22.4M +$22.4M +71,914 New
HIF
262
Hill Island Financial
Michigan
$22.2M +$385K +1,240 +2%
OBWG
263
Onyx Bridge Wealth Group
New York
$21.9M +$2.88M +9,259 +15%
LFGO
264
Legacy Financial Group (Oklahoma)
Oklahoma
$21.9M +$1.28M +4,133 +6%
PA
265
Procyon Advisors
Connecticut
$21.9M -$759K -2,443 -3%
GA
266
GoalVest Advisory
New York
$21.8M +$6.14M +19,739 +39%
CCM
267
Cambridge Capital Management
Illinois
$21.7M +$21.7M +69,777 New
MFIM
268
Mesirow Financial Investment Management
Illinois
$21.7M +$21.7M +69,699 New
Brown Advisory
269
Brown Advisory
Maryland
$21.7M -$156K -501 -0.7%
BHWM
270
Bay Harbor Wealth Management
Maryland
$21.6M -$1.01M -3,238 -4%
SWA
271
Stratos Wealth Advisors
Ohio
$21.4M +$2.17M +6,989 +11%
EIP
272
Ellis Investment Partners
Pennsylvania
$21.3M +$614K +1,976 +3%
TCM
273
Towneley Capital Management
California
$21.2M +$21.2M +68,121 New
RA
274
Rise Advisors
New York
$21.1M -$15.1M -27,062 -42%
PCIA
275
Prime Capital Investment Advisors
Kansas
$21M +$17M +54,681 +428%
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