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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 %
GIA
601
Gladstone Institutional Advisory
Florida
$5.34M +$117K +375 +2%
RFA
602
Register Financial Advisors
Georgia
$5.33M -$186K -599 -3%
RCAG
603
Rehmann Capital Advisory Group
Michigan
$5.33M -$387K -1,244 -7%
CFA
604
CWS Financial Advisors
Michigan
$5.32M +$87K +280 +2%
SSI
605
Scott & Selber Inc
Texas
$5.28M +$2.49K +8 +0%
OCPWS
606
One Charles Private Wealth Services
Massachusetts
$5.25M +$618K +1,989 +13%
SWM
607
Spire Wealth Management
Virginia
$5.24M +$415K +1,298 +9%
FFS
608
Founders Financial Securities
Maryland
$5.21M +$373K +1,201 +8%
SC
609
Savant Capital
Illinois
$5.19M -$97.6K -314 -2%
NG
610
Northstar Group
New York
$5.18M +$117K +376 +2%
WAM
611
Weinberger Asset Management
California
$5.18M -$91.7K -295 -2%
Lido Advisors
612
Lido Advisors
California
$5.17M -$374K -1,202 -7%
AFM
613
Abbot Financial Management
Massachusetts
$5.14M +$111K +358 +2%
FWM
614
Fonville Wealth Management
Virginia
$5.13M +$5.13M +16,490 New
AFWM
615
Abich Financial Wealth Management
Virginia
$5.11M +$5.11M +16,444 New
MPW
616
MA Private Wealth
California
$5.11M -$100K -323 -2%
FCB
617
First County Bank
Connecticut
$5.1M +$142K +458 +3%
DAS
618
Dynamic Advisor Solutions
Arizona
$5.06M +$229K +759 +5%
HCM
619
Hengehold Capital Management
Ohio
$5.06M -$616K -1,981 -11%
EPA
620
Element Pointe Advisors
Florida
$5.03M – – –
WAM
621
Worth Asset Management
Texas
$4.98M -$5.26M -16,911 -51%
CPA
622
Capital Planning Advisors
California
$4.95M -$138K -445 -3%
GFA
623
Gallagher Fiduciary Advisors
Illinois
$4.9M -$374K -1,202 -7%
PAS
624
Park Avenue Securities
New York
$4.88M +$118K +381 +2%
CFP
625
Curran Financial Partners
South Carolina
$4.87M -$390K -1,210 -7%
23 24
25
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