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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 %
CF
701
Centaurus Financial
California
$3.74M +$206K +661 +6%
EFP
702
EnRich Financial Partners
Wisconsin
$3.73M +$3.73M +12,012 New
BPFA
703
Barnes Pettey Financial Advisors
Mississippi
$3.73M +$275K +883 +8%
RG
704
Retirement Group
California
$3.7M +$4.66K +15 +0.1%
KeyBank National Association
705
KeyBank National Association
Ohio
$3.69M +$2.37M +7,622 +180%
AWM
706
Apollon Wealth Management
South Carolina
$3.67M +$1.61M +5,193 +79%
GFG
707
Greystone Financial Group
Michigan
$3.65M -$726K -2,334 -17%
MMA
708
Miracle Mile Advisors
California
$3.63M -$544K -1,749 -13%
MI
709
Motiv8 Investments
Florida
$3.62M +$3.62M +11,640 New
KIA
710
KCM Investment Advisors
California
$3.61M +$21.8K +70 +0.6%
MA
711
Montag & Associates
Georgia
$3.61M +$687K +2,209 +23%
WWP
712
Walden Wealth Partners
Ohio
$3.6M +$3.6M +11,595 New
FPB
713
First PREMIER Bank
South Dakota
$3.59M +$933K +3,000 +35%
CI
714
CX Institutional
Indiana
$3.58M -$1.03M -3,314 -22%
LIM
715
Leavell Investment Management
Alabama
$3.57M -$54.1K -174 -1%
OC
716
Opinicus Capital
Florida
$3.55M +$3.55M +11,432 New
HWM
717
HFG Wealth Management
Texas
$3.55M +$3.55M +11,418 New
SEP
718
Southland Equity Partners
Missouri
$3.55M +$118K +381 +3%
FFN
719
Focus Financial Network
Minnesota
$3.51M -$77.7K -250 -2%
PP
720
Prudential plc
United Kingdom
$3.5M -$77.7K -250 -2%
GCA
721
Gradient Capital Advisors
California
$3.49M +$1.87K +6 +0.1%
EWM
722
Evercore Wealth Management
New York
$3.46M +$210K +675 +6%
AWMS
723
Advocacy Wealth Management Services
Georgia
$3.45M +$888K +2,858 +35%
FC
724
Family CFO
California
$3.44M – – –
SWA
725
SOA Wealth Advisors
New York
$3.43M -$58.8K -189 -2%
27 28
29
30 31