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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 %
OCM
951
Orser Capital Management
Texas
$1.72M -$28.6K -92 -2%
ML
952
McAdam LLC
Pennsylvania
$1.71M -$56.6K -182 -3%
NB
953
Nicolet Bankshares
Wisconsin
$1.69M -$183K -590 -10%
BWA
954
Bordeaux Wealth Advisors
California
$1.69M +$102K +328 +6%
MGWM
955
Marks Group Wealth Management
Minnesota
$1.69M +$18K +58 +1%
SSW
956
Stone Summit Wealth
Florida
$1.68M -$134K -430 -7%
TC
957
TAP Consulting
Missouri
$1.66M +$109K +350 +7%
TSWM
958
Triangle Securities Wealth Management
North Carolina
$1.66M -$105K -338 -6%
JSL
959
JT Stratford LLC
Georgia
$1.65M -$346K -1,112 -17%
RPC
960
Rossmore Private Capital
Connecticut
$1.65M +$311 +1 +0%
FCFC
961
First Commonwealth Financial Corp
Pennsylvania
$1.65M +$383K +1,231 +30%
SS
962
Sunbelt Securities
Texas
$1.65M -$78.3K -252 -5%
BWM
963
BKM Wealth Management
Wisconsin
$1.64M +$1.64M +5,291 New
LF
964
LifeSteps Financial
California
$1.64M +$622 +2 +0%
PFGIA
965
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$148K +476 +10%
PPWM
966
Paragon Private Wealth Management
Kentucky
$1.64M +$252K +809 +18%
VFPW
967
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.64M +$501K +1,613 +44%
LAM
968
LifePro Asset Management
California
$1.63M -$1.87K -6 -0.1%
THWM
969
Taylor Hoffman Wealth Management
Virginia
$1.63M -$37.3K -120 -2%
TC
970
Trilogy Capital
California
$1.63M -$1.55K -5 -0.1%
CIA
971
Compass Ion Advisors
Pennsylvania
$1.62M +$32.6K +105 +2%
JFGLC
972
Johnson Financial Group LLC (Colorado)
Colorado
$1.62M +$31.1K +100 +2%
CAM
973
Columbia Asset Management
Michigan
$1.62M -$173K -555 -10%
WT
974
Whittier Trust
California
$1.61M +$622 +2 +0%
MCM
975
MV Capital Management
Maryland
$1.61M +$84.6K +272 +6%
37 38
39
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