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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 %
EIA
1151
Eldridge Investment Advisors
New Hampshire
$1.01M – – –
NFSG
1152
Newbridge Financial Services Group
Florida
$1M +$483K +1,555 +93%
IAA
1153
Independent Advisor Alliance
North Carolina
$1M +$500K +1,716 +100%
TFP
1154
Traction Financial Partners
Wyoming
$998K +$998K +3,211 New
RF
1155
RHS Financial
California
$993K +$61.2K +197 +7%
QCG
1156
Quadrant Capital Group
Ohio
$993K – – –
TFA
1157
Trinity Financial Advisors
Ohio
$990K +$5.91K +19 +0.6%
PIMG
1158
Patriot Investment Management Group
Tennessee
$988K +$104K +333 +12%
RG
1159
Rathbones Group
United Kingdom
$983K +$516K +1,660 +110%
SCA
1160
Sandy Cove Advisors
Massachusetts
$981K +$384K +1,234 +64%
GSC
1161
Grey Street Capital
Illinois
$980K +$147K +474 +18%
PTP
1162
Platform Technology Partners
New York
$980K +$721K +2,147 +278%
CFO
1163
CVA Family Office
Colorado
$980K +$645K +2,075 +193%
HTC
1164
Haverford Trust Company
Pennsylvania
$980K -$31.1K -100 -3%
CFO
1165
Collective Family Office
Pennsylvania
$978K -$168K -542 -15%
PCMC
1166
Private Capital Management (Colorado)
Colorado
$975K -$10.9K -35 -1%
TFM
1167
Trademark Financial Management
Minnesota
$965K +$965K +3,104 New
RPG
1168
Resource Planning Group
Georgia
$964K -$323K -1,039 -25%
QWM
1169
Quadcap Wealth Management
Texas
$959K +$959K +3,086 New
DA
1170
Detalus Advisors
Missouri
$955K – – –
NEPWA
1171
New England Private Wealth Advisors
Massachusetts
$954K +$622 +2 +0.1%
HAG
1172
HF Advisory Group
Maryland
$952K -$18.7K -60 -2%
ICG
1173
InterOcean Capital Group
Tennessee
$949K -$699K -2,249 -42%
AP
1174
Americana Partners
Texas
$948K +$948K +3,049 New
MAA
1175
Matrix Asset Advisors
New York
$948K +$3.42K +11 +0.4%
45 46
47
48 49