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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 %
TGAM
1101
TBH Global Asset Management
Tennessee
$1.18M -$1.97M -6,330 -63%
MJRIC
1102
Mogy Joel R Investment Counsel
California
$1.18M -$10.9K -35 -0.9%
AG
1103
Advocate Group
Minnesota
$1.17M -$16.8K -54 -1%
BAG
1104
Bridgewealth Advisory Group
California
$1.17M +$241K +775 +26%
ACA
1105
American Capital Advisory
Idaho
$1.16M +$1.16M +3,720 New
RW
1106
RVW Wealth
California
$1.16M -$28K -90 -2%
GIA
1107
Guyasuta Investment Advisors
Pennsylvania
$1.14M +$787K +2,530 +220%
HPM
1108
Hoxton Planning & Management
West Virginia
$1.14M -$112K -359 -9%
MIM
1109
Moseley Investment Management
Florida
$1.14M +$26.4K +85 +2%
TLCM
1110
Twin Lakes Capital Management
California
$1.14M +$1.87K +6 +0.2%
OA
1111
Operose Advisors
Wisconsin
$1.14M – – –
BTWM
1112
Baker Tilly Wealth Management
Wisconsin
$1.13M +$598K +1,924 +112%
TCOTS
1113
Trust Company of the South
North Carolina
$1.13M +$1.13M +3,648 New
SWM
1114
Sterling Wealth Management
Illinois
$1.13M +$1.13M +3,645 New
PWA
1115
Provenance Wealth Advisors
Florida
$1.13M – – –
AWM
1116
Aspire Wealth Management
Massachusetts
$1.13M -$19K -61 -2%
RIM
1117
Rockbridge Investment Management
New York
$1.13M – – –
LIA
1118
LifePlan Investment Advisors
North Carolina
$1.12M +$499K +1,605 +80%
HAS
1119
HBW Advisory Services
California
$1.12M -$8.09K -26 -0.7%
HR
1120
Hardy Reed
Mississippi
$1.11M – – –
JGIA
1121
Jackson Grant Investment Advisers
Connecticut
$1.11M +$1.55K +5 +0.1%
TCM
1122
Tandem Capital Management
New Jersey
$1.11M +$110K +355 +11%
AEPWM
1123
Atlantic Edge Private Wealth Management
Florida
$1.11M +$1.11M +3,557 New
MPM
1124
Meritage Portfolio Management
Kansas
$1.1M -$2.49K -8 -0.2%
SIG
1125
Stonegate Investment Group
Alabama
$1.1M +$33.3K +107 +3%
43 44
45
46 47