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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 %
CCA
801
Clarity Capital Advisors
Florida
$2.67M +$2.67M +8,579 New
RWI
802
Red Wave Investments
Pennsylvania
$2.65M -$45.1K -145 -2%
MWM
803
Maripau Wealth Management
Indiana
$2.65M -$36.4K -117 -1%
CS
804
Credit Suisse
Switzerland
$2.65M +$97K +312 +4%
FPAS
805
Focus Partners Advisor Solutions
Missouri
$2.63M +$128K +413 +5%
SWM
806
SeaCrest Wealth Management
New York
$2.63M +$629K +2,086 +31%
RMAM
807
Raab & Moskowitz Asset Management
New Jersey
$2.63M -$21.5K -69 -0.8%
OAM
808
Occidental Asset Management
California
$2.62M -$86.4K -278 -3%
Polen Capital Management
809
Polen Capital Management
Florida
$2.61M +$459K +1,475 +21%
AWM
810
Accurate Wealth Management
Florida
$2.6M -$185K -592 -7%
WF
811
WoodTrust Financial
Wisconsin
$2.6M +$39.5K +127 +2%
EI
812
Ellevest Inc
New York
$2.6M -$306K -984 -11%
FA
813
Financial Alternatives
California
$2.6M -$3.73K -12 -0.1%
MWP
814
Madison Wealth Partners
Wisconsin
$2.59M +$77.1K +248 +3%
FA
815
FF Advisors
California
$2.59M +$2.59M +8,338 New
LNWWM
816
Laird Norton Wetherby Wealth Management
California
$2.59M +$101K +326 +4%
PI
817
PFG Investments
New York
$2.59M +$17.4K +56 +0.7%
RMCM
818
Reynders McVeigh Capital Management
Massachusetts
$2.57M -$129K -415 -5%
AWA
819
Aaron Wealth Advisors
Illinois
$2.56M -$1.44M -4,616 -36%
P
820
&Partners
Tennessee
$2.55M +$2.55M +8,851 New
DWMG
821
DB Wealth Management Group
California
$2.55M +$678K +2,180 +36%
EWM
822
Elevatus Welath Management
New York
$2.53M +$11.2K +36 +0.4%
CFFP
823
Center for Financial Planning
Michigan
$2.53M – – –
KFP
824
KMG Fiduciary Partners
Ohio
$2.53M +$20.5K +66 +0.8%
BWM
825
BCS Wealth Management
Tennessee
$2.52M – – –
31 32
33
34 35