VUG icon

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 %
IAN
876
Integrated Advisors Network
Texas
$2.12M +$37.3K +120 +2%
SWM
877
SigFig Wealth Management
California
$2.11M +$69K +222 +3%
AA
878
Ancora Advisors
Ohio
$2.11M -$83.3K -268 -4%
CWG
879
Crown Wealth Group
North Carolina
$2.1M +$518K +1,666 +33%
BZWA
880
Blue Zone Wealth Advisors
California
$2.09M – – –
SSWM
881
Smith Salley Wealth Management
North Carolina
$2.08M -$9.02K -29 -0.4%
CCWM
882
Cassaday & Co Wealth Management
Virginia
$2.06M -$304K -977 -13%
CCM
883
Ciovacco Capital Management
Georgia
$2.06M -$2.74M -8,817 -57%
AWP
884
Accretive Wealth Partners
New Jersey
$2.05M -$65.3K -210 -3%
RWM
885
Rockwood Wealth Management
Pennsylvania
$2.05M – – –
FAM
886
Fenimore Asset Management
New York
$2.05M – – –
SPI
887
Sutton Place Investors
New York
$2.03M +$1.24K +4 +0.1%
LSA
888
Lion Street Advisors
Texas
$2.02M +$253K +814 +14%
EWM
889
Evergreen Wealth Management
Michigan
$2.02M +$311 +1 +0%
KLCM
890
KG&L Capital Management
Louisiana
$2.02M +$345K +1,109 +21%
WIA
891
World Investment Advisors
California
$2.02M +$134K +432 +7%
RCI
892
RS Crum Inc
California
$2.02M – – –
CA
893
Continuum Advisory
Idaho
$2.02M +$185K +596 +10%
RIA
894
Realta Investment Advisors
Delaware
$2.01M +$251K +807 +14%
FNWM
895
Financial Network Wealth Management
Utah
$2.01M +$93.2K +300 +5%
ATPW
896
Ashton Thomas Private Wealth
Arizona
$1.98M +$483K +1,554 +32%
GIA
897
Goodwin Investment Advisory
Georgia
$1.98M +$656K +2,110 +50%
EWM
898
Empirical Wealth Management
Washington
$1.97M +$33.6K +108 +2%
MG
899
MilWealth Group
Wisconsin
$1.97M -$72.7K -234 -4%
SIAS
900
Summit Investment Advisory Services
Minnesota
$1.96M -$70.3K -226 -3%
34 35
36
37 38