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

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$22.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$362M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.74B
4
UCFA
4
United Capital Financial Advisors
Texas
$186M
5
RIA
5
Retirement Investment Advisors
Oklahoma
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
276
Financial Advisors Network
California
$20.9M -$589K -1,894 -3%
HHWM
277
Hiley Hunt Wealth Management
Nebraska
$20.7M +$20.7M +66,710 New
CFS
278
Cannon Financial Strategists
Georgia
$20.7M +$276K +887 +1%
BFA
279
Beaumont Financial Advisors
Massachusetts
$20.7M -$494K -1,589 -2%
LNC
280
Lincoln National Corp
Pennsylvania
$20.6M +$585K +1,883 +3%
GVAG
281
Great Valley Advisor Group
Delaware
$20.5M +$1M +3,225 +5%
PFS
282
Prospera Financial Services
Texas
$20.4M +$2.75M +8,851 +16%
TW
283
TritonPoint Wealth
Maryland
$20.3M +$20.3M +65,241 New
SFP
284
Sandbox Financial Partners
Maryland
$20.3M +$653K +2,099 +3%
NFW
285
Noble Family Wealth
Florida
$20.2M -$715K -2,299 -3%
HWM
286
HB Wealth Management
Georgia
$20.1M +$1.14M +3,657 +6%
WF
287
Warner Financial
Maryland
$20.1M +$553K +1,779 +3%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$20M -$656K -2,111 -3%
Members Trust
289
Members Trust
Florida
$19.9M -$8.97M -28,721 -31%
FPF
290
First Pacific Financial
Washington
$19.8M -$32.3K -104 -0.2%
AAS
291
Ameritas Advisory Services
Nebraska
$19.8M -$3.22M -10,126 -14%
ACC
292
Acorn Creek Capital
Colorado
$19.7M +$19.7M +63,507 New
SIM
293
Stratos Investment Management
Ohio
$19.7M -$1.62M -5,223 -8%
AA
294
Advisory Alpha
Michigan
$19.5M -$478K -1,538 -2%
BFA
295
Bragg Financial Advisors
North Carolina
$19.3M +$332K +1,067 +2%
BMM
296
Berkshire Money Management
Massachusetts
$19.3M -$270K -868 -1%
HWA
297
Heartwood Wealth Advisors
Virginia
$19.3M -$464K -1,492 -2%
GRP
298
Global Retirement Partners
California
$19.1M -$1.36M -4,340 -7%
FIA
299
Foundations Investment Advisors
Arizona
$19M -$2.63M -8,156 -12%
HIM
300
Hanlon Investment Management
New Jersey
$18.9M -$2.57M -8,261 -12%
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