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
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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$390M +$25.1M +80,641 +7%
BL
27
Balentine LLC
Georgia
$379M +$95.7M +307,721 +34%
PWP
28
Perfromance Wealth Partners
Illinois
$365M +$20M +64,331 +6%
Osaic Holdings
29
Osaic Holdings
Arizona
$362M -$138M -442,093 -28%
Truist Financial
30
Truist Financial
North Carolina
$352M +$17.8M +57,277 +5%
MWM
31
Mission Wealth Management
California
$303M +$2.15M +6,924 +0.7%
CL
32
Choreo LLC
Illinois
$297M -$2.29M -7,371 -0.8%
RJA
33
Raymond James & Associates
Florida
$297M +$20.2M +64,928 +7%
MWM
34
Modera Wealth Management
New Jersey
$287M +$25M +80,274 +10%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$284M +$1.74M +5,588 +0.6%
MML Investors Services
36
MML Investors Services
Massachusetts
$228M +$15.5M +49,768 +7%
Charles Schwab
37
Charles Schwab
California
$221M -$21.1M -67,799 -9%
NFC
38
Northeast Financial Consultants
Connecticut
$218M +$6.95M +22,346 +3%
Stifel Financial
39
Stifel Financial
Missouri
$216M +$2.25M +7,236 +1%
MFG
40
Merit Financial Group
Georgia
$215M +$2.93M +9,424 +1%
CIAS
41
CBIZ Investment Advisory Services
Ohio
$206M -$2.39M -7,680 -1%
EH
42
Equitable Holdings
New York
$206M -$6.81M -21,904 -3%
SEIA
43
Signature Estate & Investment Advisors
California
$203M +$1.24M +3,990 +0.6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$200M -$8.44M -27,150 -4%
UCFA
45
United Capital Financial Advisors
Texas
$186M -$117M -375,894 -39%
WA
46
Waverly Advisors
Alabama
$180M +$12.9M +41,337 +8%
MGIA
47
Moneta Group Investment Advisors
Missouri
$178M +$9.88M +31,790 +6%
MG
48
Mather Group
Illinois
$178M +$3.83M +12,333 +2%
CFB
49
Cullen/Frost Bankers
Texas
$171M +$13.8M +44,283 +9%
AWM
50
AE Wealth Management
Kansas
$160M +$19.8M +61,222 +14%
1
2
3 4 5