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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 %
NSAM
901
North Star Asset Management
Wisconsin
$1.96M -$1.55K -5 -0.1%
DAM
902
Derbend Asset Management
Georgia
$1.95M -$933 -3 -0%
AIFAIM
903
American Institute for Advanced Investment Management
Arizona
$1.93M -$622 -2 -0%
FTWA
904
Fifth Third Wealth Advisors
Ohio
$1.93M +$101K +325 +6%
DI
905
DFPG Investments
Utah
$1.93M +$53.8K +178 +3%
VF
906
VitalStone Financial
Texas
$1.92M -$2.41M -7,746 -56%
JAG
907
Journey Advisory Group
Kentucky
$1.9M -$23.3K -75 -1%
WAG
908
Wiser Advisor Group
Arizona
$1.9M +$1.9M +6,124 New
SFG
909
Sunburst Financial Group
Alabama
$1.9M -$11.8K -38 -0.6%
TFS
910
Thoroughbred Financial Services
Tennessee
$1.9M -$136K -439 -7%
PRI
911
Prepared Retirement Institute
Pennsylvania
$1.89M +$1.89M +6,094 New
STA
912
Summit Trail Advisors
New York
$1.89M +$311 +1 +0%
MIM
913
Marco Investment Management
Georgia
$1.88M +$314K +1,011 +20%
ACI
914
Alpha Cubed Investments
California
$1.87M +$37.6K +121 +2%
BGDI
915
BW Gestao de Investimentos
Brazil
$1.87M +$1.87M +6,010 New
JPG
916
Jordan Park Group
California
$1.87M +$1.87M +6,000 New
JHCP
917
Jackson Hole Capital Partners
Oklahoma
$1.86M -$247K -795 -12%
GT
918
Greenleaf Trust
Michigan
$1.86M – – –
RW
919
REDW Wealth
New Mexico
$1.86M -$266K -856 -13%
WMWM
920
Whitaker-Myers Wealth Managers
Ohio
$1.85M -$587K -1,889 -24%
D
921
Diversified
Delaware
$1.83M +$82.1K +264 +5%
CWC
922
Carolinas Wealth Consulting
North Carolina
$1.83M +$19K +61 +1%
T
923
TrueFG
Texas
$1.82M +$5.29K +17 +0.3%
BC
924
Bartlett & Co
Ohio
$1.81M -$11.6K -37 -0.6%
BCWM
925
Bartlett & Co Wealth Management
Ohio
$1.81M -$11.6K -37 -0.6%
35 36
37
38 39