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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
926
Paragon Advisors
Texas
$1.81M -$113K -364 -6%
ATC
927
Argent Trust Co
Tennessee
$1.8M +$127K +410 +8%
WFA
928
West Financial Advisors
Iowa
$1.8M +$99.5K +320 +6%
CPSC
929
Carl P. Sherr & Co
Massachusetts
$1.8M +$599K +1,926 +50%
RCS
930
Retirement Capital Strategies
California
$1.79M +$1.79M +5,764 New
NCM
931
Novare Capital Management
North Carolina
$1.79M – – –
EIP
932
Easterly Investment Partners
Massachusetts
$1.79M – – –
EAM
933
Evanson Asset Management
California
$1.79M +$104K +335 +6%
RIS
934
Retirement Income Solutions
Michigan
$1.79M +$209K +671 +13%
OGF
935
Orin Green Financial
California
$1.78M -$128K -411 -7%
CSB
936
City State Bank
Iowa
$1.78M +$50.1K +161 +3%
SIG
937
Spinnaker Investment Group
California
$1.78M -$629K -2,024 -26%
RCM
938
Rain Capital Management
Oregon
$1.76M +$147K +474 +9%
WCFA
939
Walkner Condon Financial Advisors
Wisconsin
$1.76M +$532K +1,710 +43%
PB
940
Pinnacle Bancorp
Nebraska
$1.75M -$21.4K -69 -1%
M
941
MOTCO
Texas
$1.75M -$56.9K -183 -3%
DT
942
Diversified Trust
Tennessee
$1.75M +$223K +717 +15%
CIAS
943
Capital Investment Advisory Services
North Carolina
$1.74M +$115K +370 +7%
WE
944
Wealth Effects
Massachusetts
$1.74M +$12.4K +40 +0.7%
WAM
945
WNY Asset Management
New York
$1.73M -$7.46K -24 -0.4%
MAS
946
Meeder Advisory Services
Ohio
$1.73M +$144K +463 +9%
SIC
947
Salem Investment Counselors
North Carolina
$1.73M +$35.8K +115 +2%
PWLP
948
Prio Wealth Limited Partnership
Massachusetts
$1.73M -$24.9K -80 -1%
BC
949
Bowman & Company
Wisconsin
$1.73M +$1.45M +4,668 +529%
C
950
Certuity
Florida
$1.72M +$42.9K +138 +3%
36 37
38
39 40