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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 %
APC
301
Aspire Private Capital
North Carolina
$18.8M +$201K +647 +1%
MOS
302
MGO One Seven
Ohio
$18.7M +$16.1M +51,808 +611%
LWM
303
Ledge Wealth Management
Minnesota
$18.6M +$207K +667 +1%
TFG
304
Taylor Financial Group
Virginia
$18.6M +$18.6M +59,794 New
ACM
305
Advisors Capital Management
New Jersey
$18.3M +$3.33M +10,700 +22%
MMPW
306
Mitchell McLeod Pugh & Williams
Alabama
$18.2M -$595K -1,913 -3%
OWA
307
Octavia Wealth Advisors
Ohio
$18.1M +$526K +1,691 +3%
OC
308
Oppenheimer & Co
New York
$18M +$814K +2,618 +5%
WA
309
Waterford Advisors
New York
$17.9M -$83.9K -270 -0.5%
RPWA
310
Regent Peak Wealth Advisors
Georgia
$17.9M -$461K -1,482 -3%
MAM
311
Meeder Asset Management
Ohio
$17.7M -$455K -1,465 -3%
SFI
312
SPC Financial Inc
Maryland
$17.7M -$1.37M -4,399 -7%
SJGA
313
Stephen J. Garry & Associates
New York
$17.7M +$17.7M +56,924 New
EHC
314
Everett Harris & Co
California
$17.7M +$145K +466 +0.8%
CFG
315
Clayton Financial Group
Missouri
$17.6M +$17.6M +56,542 New
ABC
316
Associated Banc-Corp
Wisconsin
$17.5M +$224K +720 +1%
IWC
317
Integrated Wealth Concepts
Massachusetts
$17.4M +$1.12M +3,613 +7%
JWCA
318
J.W. Cole Advisors
Florida
$17.3M +$2.04M +6,576 +13%
VC
319
Veery Capital
Delaware
$17.3M -$1.78M -5,732 -9%
NOI
320
Newton One Investments
Delaware
$17.1M +$333K +1,072 +2%
SC
321
Scotia Capital
Ontario, Canada
$17M +$30.2K +97 +0.2%
AWM
322
Axxcess Wealth Management
California
$16.8M -$403K -1,297 -2%
MA
323
MONECO Advisors
Connecticut
$16.8M +$5.35M +17,210 +47%
MSA
324
Marino Stram & Associates
Massachusetts
$16.7M +$299K +962 +2%
FH
325
FWG Holdings
Florida
$16.5M +$4.44M +14,434 +37%
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