VUG icon

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 %
MSWMA
351
Market Street Wealth Management Advisors
Indiana
$15M +$15M +48,186 New
MIA
352
Milestone Investment Advisors
Wisconsin
$14.9M +$126K +404 +0.8%
AT
353
American Trust
Kentucky
$14.8M +$14.8M +47,509 New
BDF
354
Black Diamond Financial
Maryland
$14.7M -$438K -1,410 -3%
TDWM
355
Topel & Distasi Wealth Management
California
$14.6M -$1.4M -4,497 -9%
CSPAM
356
Cary Street Partners Asset Management
Virginia
$14.6M -$7.3M -23,492 -33%
LSPW
357
Lake Street Private Wealth
Illinois
$14.4M +$2.42M +7,782 +20%
TCPWM
358
Traverso Chambers Private Wealth Management
California
$14.4M +$248K +797 +2%
MCM
359
Manchester Capital Management
Vermont
$14.4M +$61.9K +199 +0.4%
FF
360
Francis Financial
$14.4M +$1.18M +3,781 +9%
JFA
361
JNBA Financial Advisors
Minnesota
$14.3M +$1.11M +3,555 +8%
YCG
362
Yeomans Consulting Group
Georgia
$14.2M +$14.2M +45,645 New
MWM
363
Meridian Wealth Management
Kentucky
$14.2M +$1.36M +4,390 +11%
WAAG
364
Wealth Alliance Advisory Group
Kansas
$14.1M +$173K +557 +1%
REMPR
365
Roof Eidam Maycock Peralta (REMP)
California
$14.1M -$455K -1,464 -3%
PP
366
Prosperity Planning
Missouri
$14M +$315K +1,012 +2%
Wealthfront Advisers
367
Wealthfront Advisers
California
$13.9M +$2.45M +7,895 +21%
BCMLT
368
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9M +$2.48M +9,109 +22%
RA
369
RFG Advisory
Alabama
$13.9M +$167K +536 +1%
BBA
370
BLB&B Advisors
Pennsylvania
$13.8M -$12.4K -40 -0.1%
GWM
371
Gray Wealth Management
Maine
$13.8M +$662K +2,130 +5%
SVCP
372
Silicon Valley Capital Partners
California
$13.8M -$195K -626 -1%
CIA
373
Concurrent Investment Advisors
Florida
$13.8M +$13.8M +44,245 New
PWS
374
Peterson Wealth Services
Utah
$13.6M +$13.6M +43,891 New
MBTD
375
Mechanics Bank - Trust Department
California
$13.6M -$1.76M -5,660 -11%
13 14
15
16 17