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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 %
HWA
751
Hillcrest Wealth Advisors
New Jersey
$3.2M – – –
FPCG
752
Forum Private Client Group
Indiana
$3.2M +$3.2M +10,287 New
SLT
753
St Louis Trust
Missouri
$3.19M – – –
HSG
754
Helen Stephens Group
Texas
$3.19M -$52.9K -170 -2%
PA
755
Probity Advisors
Texas
$3.19M +$23.6K +76 +0.7%
HP
756
Holistic Planning
Texas
$3.16M +$3.16M +10,157 New
BIP
757
Blueprint Investment Partners
North Carolina
$3.13M +$157K +504 +5%
COCM
758
Charter Oak Capital Management
New Hampshire
$3.12M -$69.9K -225 -2%
CWM
759
Certus Wealth Management
California
$3.12M +$140K +449 +5%
SVWAG
760
Sound View Wealth Advisors Group
Georgia
$3.12M +$228K +735 +8%
KLI
761
Kelman-Lazarov Inc
Tennessee
$3.11M -$398K -1,280 -11%
USCWA
762
U.S. Capital Wealth Advisors
Texas
$3.09M +$524K +1,687 +20%
WTC
763
WhitTier Trust Company
Nevada
$3.08M +$622K +2,001 +25%
TAM
764
Titleist Asset Management
Texas
$3.07M +$298K +959 +11%
AWE
765
Avidian Wealth Enterprises
Texas
$3.05M -$23.3K -75 -0.8%
CWA
766
Canvas Wealth Advisors
Kansas
$3.01M -$1.98M -6,323 -40%
NF
767
Norwood Financial
Pennsylvania
$3M -$149K -478 -5%
BAM
768
Belpointe Asset Management
Nevada
$2.98M +$557K +1,793 +23%
CCFM
769
Clear Creek Financial Management
Washington
$2.98M +$778K +2,534 +35%
DTC
770
Davidson Trust Company
Washington
$2.98M -$36.4K -117 -1%
RFS
771
Richardson Financial Services
Massachusetts
$2.95M +$2.95M +9,496 New
BW
772
BIP Wealth
Georgia
$2.95M +$19.9K +64 +0.7%
WKWM
773
Walter & Keenan Wealth Management
Indiana
$2.95M -$4.04K -13 -0.1%
MA
774
MAS Advisors
Florida
$2.95M -$55.3K -178 -2%
GA
775
GSG Advisors
New Jersey
$2.93M +$776K +2,565 +36%
29 30
31
32 33