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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 %
AL
851
ACAS LLC
California
$2.33M -$190K -610 -8%
CIA
852
Covington Investment Advisors
Pennsylvania
$2.31M -$32.6K -105 -1%
VA
853
Valmark Advisers
Ohio
$2.31M +$217K +699 +10%
FFM
854
Forum Financial Management
Illinois
$2.31M -$182K -587 -7%
BBNB
855
Baker Boyer National Bank
Washington
$2.3M – – –
RSWA
856
Robinson Smith Wealth Advisors
Maine
$2.3M +$2.3M +7,405 New
MA
857
MJP Associates
Connecticut
$2.3M -$170K -548 -7%
CBA
858
Coastal Bridge Advisors
Connecticut
$2.3M +$406K +1,305 +21%
GIA
859
GHP Investment Advisors
Colorado
$2.29M +$343K +1,104 +18%
I
860
INVST
Indiana
$2.29M +$1.78M +5,401 +346%
IAIM
861
International Assets Investment Management
Florida
$2.29M +$2.29M +7,352 New
GP
862
Girard Partners
Pennsylvania
$2.28M +$18.7K +60 +0.8%
OPPS
863
Obsidian Personal Planning Solutions
Maryland
$2.26M -$97.3K -313 -4%
APIM
864
Agate Pass Investment Management
Washington
$2.25M +$619K +1,990 +38%
PS
865
Principal Securities
Iowa
$2.25M +$2.25M +7,245 New
ACM
866
Advance Capital Management
Michigan
$2.25M +$3.11K +10 +0.1%
VT
867
Vise Technologies
New York
$2.24M +$1.63M +5,248 +270%
Vontobel Holding
868
Vontobel Holding
Switzerland
$2.22M +$43.2K +139 +2%
PL
869
Plancorp LLC
Missouri
$2.21M +$5.6K +18 +0.3%
QCM
870
Quantinno Capital Management
New York
$2.18M +$2.18M +7,020 New
ARC
871
Advisor Resource Council
Texas
$2.17M +$2.17M +6,992 New
SFPG
872
Stonebridge Financial Planning Group
Florida
$2.17M +$263K +846 +14%
AL
873
ADE LLC
Maryland
$2.15M -$49.4K -159 -2%
PCM
874
Parsons Capital Management
Rhode Island
$2.14M +$363K +1,169 +20%
KPWG
875
KFA Private Wealth Group
Virginia
$2.13M +$668K +2,149 +46%
33 34
35
36 37