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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 %
TVAMP
1126
Tennessee Valley Asset Management Partners
Tennessee
$1.1M +$551K +1,772 +100%
PCH
1127
PGIM Custom Harvest
New Jersey
$1.1M +$194K +624 +21%
FSA
1128
Fort Sheridan Advisors
Illinois
$1.1M +$117K +378 +12%
SL
1129
SWMG LLC
Texas
$1.09M +$71.8K +231 +7%
FNBSF
1130
First National Bank Sioux Falls
South Dakota
$1.08M -$3.11K -10 -0.3%
CAM
1131
Creekmur Asset Management
Illinois
$1.07M +$1.07M +3,446 New
LF
1132
Lantz Financial
Illinois
$1.07M -$1.55K -5 -0.1%
WW
1133
Waterfront Wealth
Kansas
$1.06M +$59.4K +191 +6%
CAG
1134
Curtis Advisory Group
California
$1.05M -$83.6K -269 -7%
MFA
1135
Mayflower Financial Advisors
Massachusetts
$1.05M -$28.6K -92 -3%
WEG
1136
World Equity Group
Illinois
$1.05M -$31.1K -100 -3%
AGA
1137
Arkos Global Advisors
Texas
$1.04M – – –
SKK
1138
Shepherd Kaplan Krochuk
Massachusetts
$1.04M +$1.55K +5 +0.1%
GBWM
1139
Granite Bay Wealth Management
New Hampshire
$1.04M – – –
FPCG
1140
Fort Pitt Capital Group
Pennsylvania
$1.04M -$12.4K -40 -1%
BTW
1141
Boston Trust Walden
Massachusetts
$1.04M – – –
SWM
1142
Sugarloaf Wealth Management
Georgia
$1.04M +$787K +2,533 +316%
CWM
1143
Circle Wealth Management
New Jersey
$1.03M -$7.77K -25 -0.7%
WP
1144
Westmount Partners
California
$1.03M +$21.1K +68 +2%
FIM
1145
Freedom Investment Management
Connecticut
$1.03M +$675K +2,170 +190%
GKWIM
1146
Gerber Kawasaki Wealth & Investment Management
California
$1.03M -$142K -457 -12%
AOWM
1147
Alpha Omega Wealth Management
Virginia
$1.03M -$6.22K -20 -0.6%
OFS
1148
OneAscent Financial Services
Alabama
$1.02M +$538K +1,730 +113%
FPW
1149
Flagship Private Wealth
Massachusetts
$1.01M +$13.4K +43 +1%
CSC
1150
Caldwell Sutter Capital
California
$1.01M -$66.5K -214 -6%
44 45
46
47 48