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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
29.78%
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
1
Morgan Stanley
New York
$8.01B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$5.98B
3
Bank of America
3
Bank of America
North Carolina
$12.5B
4
Goldman Sachs
4
Goldman Sachs
New York
$742M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$463M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$22.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$362M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.74B
4
UCFA
4
United Capital Financial Advisors
Texas
$186M
5
RIA
5
Retirement Investment Advisors
Oklahoma
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$155M +$2.75M +8,845 +2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$150M -$14M -45,052 -9%
GC
53
Garde Capital
Washington
$148M -$1.11M -3,568 -0.7%
TI
54
Truepoint Inc
Ohio
$145M -$5.95M -19,142 -4%
AssetMark Inc
55
AssetMark Inc
California
$145M -$4.72M -15,173 -3%
RIA
56
Retirement Investment Advisors
Oklahoma
$140M -$113M -363,310 -45%
CAN
57
Cetera Advisor Networks
California
$140M +$2.75M +8,847 +2%
WPW
58
Waldron Private Wealth
Pennsylvania
$137M +$14.9M +47,849 +12%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$132M +$249K +801 +0.2%
Two Sigma Investments
60
Two Sigma Investments
New York
$127M +$56.1M +180,400 +79%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$124M -$2.77M -8,908 -2%
PAG
62
Private Advisor Group
New Jersey
$121M +$226K +727 +0.2%
KAS
63
Kestra Advisory Services
Texas
$121M +$10.7M +34,445 +10%
WIC
64
Woodmont Investment Counsel
Tennessee
$116M +$13.7M +44,207 +13%
IPW
65
Invictus Private Wealth
Colorado
$116M +$1.8M +5,779 +2%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$116M -$1.4M -4,495 -1%
KAM
67
Kensington Asset Management
Texas
$115M +$4.76M +15,300 +4%
GC
68
Gratus Capital
Georgia
$114M -$2.56M -8,239 -2%
BOH
69
Bank of Hawaii
Hawaii
$113M -$3.5M -11,250 -3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$112M +$5.4M +17,374 +5%
US Bancorp
71
US Bancorp
Minnesota
$111M -$3.25M -10,442 -3%
BFPW
72
BOK Financial Private Wealth
Colorado
$111M -$3.28M -10,561 -3%
Citigroup
73
Citigroup
New York
$110M +$20.1M +64,626 +22%
LSIA
74
LaSalle St. Investment Advisors
Illinois
$109M +$4.59M +1,476 +4%
VWM
75
Venturi Wealth Management
Texas
$108M +$7.66M +24,648 +8%
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