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
29.77%
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 %
MPW
551
MGO Private Wealth
California
$6.5M +$44.5K +143 +0.7%
WFA
552
Wells Financial Advisors
Massachusetts
$6.48M -$59.7K -192 -0.9%
LWL
553
Leo Wealth LLC
Texas
$6.47M +$6.47M +20,038 New
HCM
554
Hollencrest Capital Management
California
$6.43M +$11.8K +38 +0.2%
QWM
555
Quaker Wealth Management
New Jersey
$6.42M -$10.9K -35 -0.2%
SAW
556
Signal Advisors Wealth
Michigan
$6.4M +$6.4M +20,598 New
BFG
557
Bleakley Financial Group
New Jersey
$6.37M +$949K +3,054 +18%
TFA
558
TPG Financial Advisors
Oregon
$6.36M +$83.4K +271 +1%
PIAS
559
PCA Investment Advisory Services
Ohio
$6.29M -$716K -2,302 -10%
BFG
560
Beacon Financial Group
Texas
$6.25M +$1.55M +4,974 +33%
MLRA
561
Main Line Retirement Advisors
Montana
$6.25M +$6.25M +20,091 New
MCWS
562
McKinley Carter Wealth Services
West Virginia
$6.24M -$77.4K -249 -1%
WSTAM
563
Wilbanks Smith & Thomas Asset Management
Virginia
$6.21M +$108K +348 +2%
KA
564
Kovack Advisors
Florida
$6.19M +$303K +975 +5%
LWM
565
LongView Wealth Management
Georgia
$6.16M +$6.16M +19,975 New
SB
566
Simmons Bank
Arkansas
$6.14M -$307K -986 -5%
KA
567
Kure Advisory
Minnesota
$6.13M +$291K +935 +5%
RCA
568
Riverview Capital Advisers
Massachusetts
$6.12M +$64.4K +207 +1%
AG
569
AlTi Global
New York
$6.09M +$6.09M +19,584 New
CG
570
Caprock Group
Idaho
$6.05M -$86.7K -279 -1%
OPCM
571
Osborne Partners Capital Management
California
$6.05M +$38.5K +124 +0.6%
AWA
572
Arkadios Wealth Advisors
Georgia
$6.05M -$376K -1,208 -6%
VWA
573
Visionary Wealth Advisors
Illinois
$6.04M -$747K -2,403 -11%
MAG
574
Mayfair Advisory Group
Alabama
$6.04M +$551K +1,802 +10%
NFP
575
NorthLanding Financial Partners
New York
$6M -$634K -2,038 -10%
21 22
23
24 25