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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 %
PA
776
Parallel Advisors
California
$2.93M +$245K +787 +9%
AFG
777
Atomi Financial Group
New York
$2.92M +$712K +2,289 +32%
RIL
778
Rothschild Investment LLC
Illinois
$2.91M +$4.97K +16 +0.2%
CFGSD
779
Compass Financial Group (South Dakota)
South Dakota
$2.89M +$4.35K +14 +0.2%
1WM
780
1900 Wealth Management
Texas
$2.89M -$1.26M -4,040 -30%
BGA
781
Battery Global Advisors
Massachusetts
$2.87M +$2.87M +9,241 New
PFG
782
Pacific Financial Group
Washington
$2.86M -$3.73K -12 -0.1%
QPWM
783
Quadrant Private Wealth Management
Pennsylvania
$2.83M +$2.83M +9,117 New
HNWAG
784
High Net Worth Advisory Group
Florida
$2.83M +$401K +1,289 +17%
WA
785
WESPAC Advisors
California
$2.82M +$473K +1,520 +20%
NPT
786
Nixon Peabody Trust
Massachusetts
$2.82M +$463K +1,489 +20%
AIA
787
Arcadia Investment Advisors
Idaho
$2.81M – – –
SAMC
788
Spectrum Asset Management (California)
California
$2.8M -$59.1K -190 -2%
MW
789
Maia Wealth
Colorado
$2.79M +$2.79M +8,988 New
WPC
790
Wedmont Private Capital
Pennsylvania
$2.79M -$303K -985 -10%
CP
791
Capital Planning
Washington
$2.78M +$791K +2,543 +40%
PMG
792
ProVise Management Group
Florida
$2.76M +$305K +980 +12%
KCIC
793
Kuhn & Co Investment Counsel
Illinois
$2.75M +$2.75M +8,845 New
AF
794
Apexium Financial
Texas
$2.73M -$88.6K -285 -3%
HFS
795
Hoge Financial Services
Pennsylvania
$2.73M +$2.73M +8,777 New
NP
796
NorthRock Partners
Minnesota
$2.73M +$936K +3,011 +52%
SOS
797
Silver Oak Securities
Tennessee
$2.73M +$1.63M +5,237 +148%
MWM
798
MGB Wealth Management
Texas
$2.72M +$2.72M +8,765 New
DJSG
799
D.J. St. Germain
Massachusetts
$2.69M +$197K +633 +8%
CAM
800
Cozad Asset Management
Illinois
$2.68M +$12.7K +41 +0.5%
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