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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 %
SWA
401
Safir Wealth Advisors
New Hampshire
$11.7M -$336K -1,080 -3%
M&T Bank
402
M&T Bank
New York
$11.7M +$248K +799 +2%
OW
403
Olistico Wealth
Oklahoma
$11.7M +$1.14M +3,663 +11%
LRIA
404
Leonard Rickey Investment Advisors
Washington
$11.7M -$52.5K -169 -0.4%
FHA
405
Flagship Harbor Advisors
Massachusetts
$11.6M +$845K +2,718 +8%
RFG
406
REAP Financial Group
Texas
$11.6M +$11.6M +37,246 New
CFGS
407
Concourse Financial Group Securities
Alabama
$11.6M -$134K -431 -1%
LFP
408
Leeward Financial Partners
Washington
$11.5M -$1.29M -4,147 -10%
Fisher Asset Management
409
Fisher Asset Management
Washington
$11.3M -$2.88M -9,253 -20%
CCA
410
Cora Capital Advisors
New Jersey
$11.2M +$167K +538 +2%
FCG
411
Financial Connections Group
California
$11.2M +$11.2M +35,930 New
FCI
412
Financial Counselors Inc
Kansas
$11.2M -$85.2K -274 -0.8%
TFG
413
Tilson Financial Group
New Jersey
$11.1M +$1.07M +3,453 +11%
2L
414
25 LLC
Missouri
$11.1M +$121K +390 +1%
LIG
415
Lokken Investment Group
Delaware
$11.1M +$308K +990 +3%
HWM
416
Howard Wealth Management
Connecticut
$11M +$152K +489 +1%
SHF
417
Stage Harbor Financial
Massachusetts
$11M +$11M +35,346 New
BA
418
Bristlecone Advisors
Washington
$10.9M +$74K +238 +0.7%
GAM
419
Gemmer Asset Management
California
$10.8M +$124K +399 +1%
PIA
420
Pinion Investment Advisors
Kansas
$10.8M +$3.59M +11,560 +50%
HWMG
421
Hurlow Wealth Management Group
Indiana
$10.8M -$230K -739 -2%
GCP
422
Gill Capital Partners
Colorado
$10.7M +$223K +718 +2%
MSA
423
McAlister Sweet & Associates
Texas
$10.6M -$2.23M -7,188 -17%
QCM
424
QRG Capital Management
Illinois
$10.5M -$366K -1,177 -3%
AA
425
Addison Advisors
Vermont
$10.4M +$353K +1,135 +4%
15 16
17
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