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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 %
CTWM
1076
Cherry Tree Wealth Management
Minnesota
$1.25M -$93.3K -300 -7%
BBWP
1077
Beacon Bridge Wealth Partners
Pennsylvania
$1.25M +$1.25M +4,008 New
PTC
1078
Private Trust Company
Ohio
$1.24M -$8.08K -26 -0.6%
BTI
1079
Blue Trust Inc
Georgia
$1.23M +$280K +1,028 +30%
HG
1080
Harbor Group
New Hampshire
$1.22M -$11.2K -36 -0.9%
SW
1081
SkyOak Wealth
Michigan
$1.22M +$52.9K +170 +5%
SL
1082
SFM LLC
New Hampshire
$1.22M +$1.22M +3,929 New
SCA
1083
Southern Capital Advisors
Tennessee
$1.22M -$12.4K -40 -1%
WI
1084
WrapManager Inc
California
$1.22M -$23K -74 -2%
NCM
1085
Northwest Capital Management
Oregon
$1.22M – – –
AFG
1086
Allegheny Financial Group
Pennsylvania
$1.21M +$48.2K +155 +4%
LA
1087
Lane & Associates
New Jersey
$1.21M -$32.6K -105 -3%
SC
1088
Saiph Capital
New Jersey
$1.21M – – –
SPW
1089
Sonoma Private Wealth
California
$1.21M +$1.21M +3,883 New
KC
1090
Kingfisher Capital
North Carolina
$1.21M +$2.18K +7 +0.2%
EFG
1091
Embree Financial Group
Illinois
$1.2M +$1.2M +3,875 New
Deutsche Bank
1092
Deutsche Bank
Germany
$1.2M +$325K +1,045 +37%
FFW
1093
Fusion Family Wealth
New York
$1.2M – – –
PCA
1094
Providence Capital Advisors
North Carolina
$1.19M – – –
KP
1095
Keel Point
Alabama
$1.19M +$901K +2,898 +313%
V
1096
ViaWealth
Kansas
$1.19M +$27.4K +88 +2%
AWA
1097
ARQ Wealth Advisors
Arizona
$1.19M – – –
CIA
1098
Capital Investment Advisors
Georgia
$1.18M +$160K +515 +16%
KL
1099
KilterHowling LLC
Colorado
$1.18M +$1.98K +6 +0.2%
NLP
1100
Next Level Private
New York
$1.18M -$38.6K -124 -3%
42 43
44
45 46