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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
29.77%
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
+$4.2B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$405M
3
Bank of America
Bank of America
North Carolina
+$399M
4
Goldman Sachs
Goldman Sachs
New York
+$254M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$214M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$270M
2
Osaic Holdings
Osaic Holdings
Arizona
-$138M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$117M
4
UCFA
United Capital Financial Advisors
Texas
-$117M
5
RIA
Retirement Investment Advisors
Oklahoma
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
501
Hofer & Associates
California
$7.97M +$35.4K +114 +0.4%
NJIM
502
Nabity-Jensen Investment Management
Nebraska
$7.95M +$7.95M +25,581 New
WFA
503
Wellspring Financial Advisors
Ohio
$7.92M -$1.53K -183 -0%
EFG
504
Everhart Financial Group
Ohio
$7.91M +$174K +560 +2%
CFSG
505
Clark Financial Services Group
Missouri
$7.9M -$123K -396 -2%
EFG
506
Ethos Financial Group
Pennsylvania
$7.87M +$7.59M +24,414 +2,713%
BST
507
Bath Savings Trust
Maine
$7.86M +$505K +1,625 +7%
NAMP
508
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.79M +$127K +410 +2%
CWM
509
Cornerstone Wealth Management
Missouri
$7.75M -$517K -1,663 -6%
HNB
510
Huntington National Bank
Ohio
$7.71M -$7.39M – –
KCM
511
Kathmere Capital Management
Pennsylvania
$7.63M +$39.5K +127 +0.5%
SSB
512
Sandy Spring Bank
Maryland
$7.55M +$761K +2,449 +11%
HB
513
Horizon Bancorp
Indiana
$7.47M +$6.81M +21,890 +1,030%
AWM
514
Angeles Wealth Management
California
$7.46M -$51.6K -166 -0.7%
FA
515
Fountainhead AM
New Jersey
$7.43M +$531K +1,707 +8%
FUBT
516
First United Bank & Trust
Maryland
$7.43M -$7.15K -23 -0.1%
NRI
517
NFP Retirement Inc
California
$7.41M -$12.4K -40 -0.2%
IA
518
IFG Advisory
Georgia
$7.41M +$460K +1,481 +7%
OAJ
519
Ogorek Anthony Joseph
New York
$7.4M -$80.8K -260 -1%
ZB
520
Zions Bancorporation
Utah
$7.39M +$4.02M +12,932 +119%
VBWMG
521
Von Berge Wealth Management Group
California
$7.36M -$571K -1,827 -7%
CCA
522
Clearwater Capital Advisors
Illinois
$7.34M -$7.77K -25 -0.1%
FA
523
FDx Advisors
Illinois
$7.26M -$2.11M -6,799 -23%
MC
524
Mathes Company
New York
$7.22M – – –
FAG
525
Financial Advisory Group
Texas
$7.2M -$91.1K -293 -1%
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