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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 %
NRWA
1051
North Ridge Wealth Advisors
Oregon
$1.33M -$10.9K -35 -0.8%
KFS
1052
Kelly Financial Services
Massachusetts
$1.33M -$107K -343 -7%
SNBOSD
1053
Security National Bank of So Dak
Iowa
$1.32M +$56K +180 +4%
IWA
1054
Icon Wealth Advisors
Texas
$1.32M +$1.32M +4,251 New
AIA
1055
Arrow Investment Advisors
Maryland
$1.32M -$152K -490 -10%
SPC
1056
Sigma Planning Corp
Michigan
$1.32M -$3.22M -10,355 -71%
SP
1057
Stonebrook Private
Michigan
$1.31M +$1.31M +4,211 New
RPCONE
1058
Retirement Planning Company of New England
Rhode Island
$1.31M -$3.11K -10 -0.2%
NB
1059
Northwest Bancshares
Pennsylvania
$1.31M -$81.5K -262 -6%
TA
1060
TFB Advisors
Kansas
$1.31M +$1.31M +4,202 New
CCB
1061
Country Club Bank
Missouri
$1.3M – – –
AWA
1062
Alta Wealth Advisors
Massachusetts
$1.3M -$613K -1,973 -32%
RFA
1063
RTD Financial Advisors
Pennsylvania
$1.3M +$159K +510 +14%
SC
1064
Sapient Capital
Indiana
$1.3M +$1.3M +4,168 New
BC
1065
Burney Company
Virginia
$1.28M -$46.3K -149 -3%
CBOR
1066
Community Bank of Raymore
Missouri
$1.28M +$1.28M +4,132 New
PFG
1067
PAX Financial Group
Texas
$1.28M -$8.68K -26 -0.7%
JWM
1068
Jeppson Wealth Management
California
$1.28M -$16.5K -53 -1%
CAG
1069
Compass Advisory Group
New York
$1.27M +$70.6K +227 +6%
CWM
1070
Cedar Wealth Management
California
$1.27M +$1.27M +4,075 New
YIH
1071
Y-Intercept (HK)
Hong Kong
$1.27M +$1.27M +4,075 New
FWCM
1072
Ferguson Wellman Capital Management
Oregon
$1.26M +$118K +379 +10%
VPP
1073
Vertex Planning Partners
Illinois
$1.25M +$12.4K +40 +1%
PA
1074
Pinnacle Associates
New York
$1.25M -$4.35K -14 -0.3%
HGERS
1075
Householder Group Estate & Retirement Specialist
Arizona
$1.25M +$35.1K +113 +3%
41 42
43
44 45