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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 %
WG
651
Winton Group
United Kingdom
$4.45M -$32K -103 -0.7%
CK
652
Cohen Klingenstein
New York
$4.44M +$31.1K +100 +0.7%
ECG
653
Edge Capital Group
Georgia
$4.44M – – –
CCWA
654
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.42M -$656K -2,109 -13%
JIC
655
Johnson Investment Counsel
Ohio
$4.41M +$7.15K +23 +0.2%
FWI
656
Facet Wealth Inc
Maryland
$4.37M +$512K +1,555 +13%
SPA
657
Sentinel Pension Advisors
Massachusetts
$4.36M -$719K -2,312 -14%
BRG
658
Bay Rivers Group
Virginia
$4.35M +$5.91K +19 +0.1%
TFCP
659
Twin Focus Capital Partners
Massachusetts
$4.35M +$244K +784 +6%
ST
660
Smithfield Trust
Pennsylvania
$4.32M +$516K +1,659 +14%
PFBT
661
Parkside Financial Bank & Trust
Missouri
$4.29M -$94.5K -304 -2%
DWM
662
Dakota Wealth Management
Florida
$4.29M +$83.3K +268 +2%
RWP
663
Revolve Wealth Partners
New Jersey
$4.28M +$103K +330 +2%
NPF
664
Norris Perne & French
Michigan
$4.27M +$29.5K +95 +0.7%
MWA
665
Muirfield Wealth Advisors
North Carolina
$4.26M +$4.26M +13,708 New
SFP
666
Strategic Financial Partners
Oregon
$4.25M -$3.11K -10 -0.1%
CPW
667
Catalyst Private Wealth
California
$4.23M +$103K +331 +2%
WS
668
Wedbush Securities
California
$4.22M +$341K +1,098 +9%
OBWP
669
O'Brien Wealth Partners
Massachusetts
$4.19M +$1.4M +4,491 +50%
BWM
670
Birchcreek Wealth Management
Ohio
$4.18M -$23.9K -77 -0.6%
DSCM
671
Del-Sette Capital Management
New York
$4.18M -$183K -588 -4%
CRC
672
Curi RMB Capital
Illinois
$4.17M +$7.15K +23 +0.2%
BC
673
Barrett & Company
Rhode Island
$4.17M -$186K -598 -4%
WCM
674
Winthrop Capital Management
Indiana
$4.15M +$4.15M +13,354 New
RPGK
675
Retirement Planning Group (Kansas)
Kansas
$4.14M +$2.23M +7,161 +117%
25 26
27
28 29