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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 %
IFWM
676
Institute for Wealth Management
Colorado
$4.12M -$107K -345 -3%
BMCM
677
Bryn Mawr Capital Management
Pennsylvania
$4.1M -$19.3K -62 -0.5%
SWA
678
Sightline Wealth Advisors
Connecticut
$4.09M +$807K +2,595 +25%
VFA
679
Valeo Financial Advisors
Indiana
$4.09M -$118K -379 -3%
SFPM
680
Sensible Financial Planning & Management
Massachusetts
$4.06M +$4.04K +13 +0.1%
GWSG
681
GPS Wealth Strategies Group
Colorado
$4.05M +$303K +976 +8%
FC
682
Forte Capital
New York
$4.04M -$63.7K -205 -2%
KFA
683
Kelleher Financial Advisors
New York
$4.02M +$249K +800 +7%
IF
684
Intrua Financial
Texas
$4.02M -$111K -357 -3%
GJIA
685
Glass Jacobson Investment Advisors
Maryland
$4M -$21.8K -70 -0.5%
PHWM
686
Pine Harbor Wealth Management
Maryland
$3.96M +$3.96M +12,743 New
KL
687
KWMG LLC
Kansas
$3.94M -$198K -636 -5%
CIA
688
Choate Investment Advisors
Massachusetts
$3.91M -$401K -1,289 -9%
GLA
689
Great Lakes Advisors
Illinois
$3.91M +$65.3K +210 +2%
HIA
690
HTG Investment Advisors
Connecticut
$3.88M +$316K +1,015 +9%
MBI
691
May Barnhard Investments
Maryland
$3.87M +$3.87M +12,462 New
RWM
692
Ritholtz Wealth Management
New York
$3.86M +$366K +1,177 +10%
NCM
693
NCM Capital Management
New Jersey
$3.84M +$160K +514 +4%
LFA
694
Laraway Financial Advisors
Minnesota
$3.8M +$58.8K +189 +2%
SAG
695
Spotlight Asset Group
Illinois
$3.8M – – –
AAMC
696
Asset Allocation & Management Company
Illinois
$3.79M – – –
SFS
697
Security Financial Services
Indiana
$3.77M -$18K -58 -0.5%
B
698
Bridgeworth
Alabama
$3.76M -$34.5K -111 -0.9%
OHIS
699
Oak Harvest Investment Services
Texas
$3.75M +$1.15M +3,693 +44%
GS
700
GTS Securities
New York
$3.74M -$1.81M -5,820 -33%
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