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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 %
AW
726
Avion Wealth
Texas
$3.43M +$1.44M +4,621 +72%
GJWM
727
Gilliland Jeter Wealth Management
Arkansas
$3.43M +$3.43M +11,017 New
TWM
728
Tradition Wealth Management
Minnesota
$3.43M -$46.3K -149 -1%
NAMNJ
729
NorthStar Asset Management (New Jersey)
New Jersey
$3.41M +$3.41M +10,966 New
AL
730
Aspiriant LLC
California
$3.4M -$14K -45 -0.4%
RAM
731
Riggs Asset Management
Pennsylvania
$3.4M +$3.28M +10,546 +2,797%
HPFG
732
Hart & Patterson Financial Group
Massachusetts
$3.39M +$3.39M +10,891 New
DWT
733
Dorsey & Whitney Trust
South Dakota
$3.37M -$257K -828 -7%
SMA
734
Sage Mountain Advisors
Georgia
$3.36M +$249K +800 +8%
GWMIA
735
Global Wealth Management Investment Advisory
Florida
$3.36M -$227K -729 -6%
MAG
736
M3 Advisory Group
Massachusetts
$3.36M +$3.36M +10,811 New
DACG
737
Donor Advised Charitable Giving
California
$3.35M +$1.59M +5,125 +90%
GFPC
738
Global Financial Private Client
Florida
$3.35M -$224K -719 -6%
PMFA
739
Plante Moran Financial Advisors
Michigan
$3.35M -$104K -335 -3%
EFS
740
Essex Financial Services
Connecticut
$3.34M -$17.4K -56 -0.5%
RBFC
741
Roman Butler Fullerton & Co
Missouri
$3.34M +$204K +632 +6%
FFA
742
Farther Finance Advisors
California
$3.31M +$1.47M +4,723 +80%
ITB
743
Idaho Trust Bank
Idaho
$3.29M -$1.81M -5,834 -36%
AFG
744
Altiora Financial Group
Ohio
$3.27M +$886K +2,850 +37%
ZF
745
Zhang Financial
Michigan
$3.26M -$15.2K -49 -0.5%
UBV
746
United Bank (Virginia)
Virginia
$3.26M -$386K -1,243 -11%
HFRG
747
Houlihan Financial Resource Group
Virginia
$3.25M +$12.4K +40 +0.4%
LPAM
748
Lodestar Private Asset Management
California
$3.24M -$229K -736 -7%
Prudential Financial
749
Prudential Financial
New Jersey
$3.21M -$509K -1,636 -14%
TVWM
750
Tower View Wealth Management
Wisconsin
$3.21M +$53.2K +171 +2%
28 29
30
31 32