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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 %
NAS
526
Nicolet Advisory Services
Wisconsin
$7.17M -$3.04M -10,095 -30%
BC
527
Brio Consultants
California
$7.16M -$118K -381 -2%
EFL
528
ERn Financial LLC
Wisconsin
$7.16M -$343K -1,087 -5%
RJT
529
Raymond James Trust
Florida
$7.15M +$1.52M +4,896 +27%
KIM
530
Karpus Investment Management
New York
$7.15M -$328K -1,055 -4%
ACP
531
Aveo Capital Partners
Colorado
$7.14M +$114K +368 +2%
MW
532
Marcum Wealth
Ohio
$7.11M -$245K -788 -3%
EDRIA
533
Edmonds Duncan Registered Investment Advisors
Kansas
$7.08M -$785K -2,525 -10%
BWM
534
Baystate Wealth Management
Massachusetts
$7.06M +$341K +1,097 +5%
IPW
535
Intergy Private Wealth
Colorado
$7.01M +$7.46K +24 +0.1%
LWANC
536
Laurel Wealth Advisors (North Carolina)
North Carolina
$7M -$172K -553 -2%
VCA
537
Verdence Capital Advisors
Maryland
$6.97M +$401K +1,291 +6%
RA
538
Riversedge Advisors
Delaware
$6.93M -$78.3K -252 -1%
KSWA
539
Kathleen S. Wright Associates
Pennsylvania
$6.89M -$377K -1,213 -5%
MCM
540
MidAtlantic Capital Management
Virginia
$6.81M +$6.81M +21,901 New
YWM
541
Yoder Wealth Management
California
$6.8M +$216K +694 +3%
PWM
542
Perigon Wealth Management
California
$6.76M +$1.43M +4,588 +27%
SS
543
Simplicity Solutions
Minnesota
$6.76M +$925K +2,977 +16%
DB
544
Dravo Bay
Delaware
$6.74M -$104K -333 -2%
AIM
545
Acropolis Investment Management
Missouri
$6.73M +$254K +817 +4%
WJA
546
Willis Johnson & Associates
Texas
$6.68M -$331K -1,066 -5%
OIA
547
OneDigital Investment Advisors
Kansas
$6.66M +$1.51M +4,843 +29%
WFAG
548
Wescott Financial Advisory Group
Pennsylvania
$6.59M -$282K -907 -4%
WRTC
549
Wind River Trust Company
Wyoming
$6.53M – – –
D
550
Dentgroup
Louisiana
$6.52M -$2.38M -7,642 -27%
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