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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 %
FCA
1176
FinTrust Capital Advisors
South Carolina
$943K -$14.9K -48 -2%
CHJWM
1177
Carlton Hofferkamp & Jenks Wealth Management
Texas
$941K +$224K +695 +31%
VCP
1178
Verus Capital Partners
Arizona
$939K +$932 +3 +0.1%
EWM
1179
EPG Wealth Management
Georgia
$937K -$61.9K -187 -6%
MLA
1180
MB, Levis & Associates
Pennsylvania
$930K +$1.87K +6 +0.2%
RWM
1181
RKL Wealth Management
Pennsylvania
$927K +$229K +737 +33%
LW
1182
Linscomb Wealth
Texas
$917K -$13.1K -42 -1%
SSA
1183
Sierra Summit Advisors
Nevada
$915K +$915K +2,944 New
WA
1184
WBH Advisory
Maryland
$913K +$25.8K +83 +3%
MFS
1185
McNamara Financial Services
Massachusetts
$910K -$58.4K -188 -6%
UWS
1186
Unique Wealth Strategies
Illinois
$909K +$909K +2,924 New
RA
1187
Ruggaard & Associates
Ohio
$908K +$58.1K +187 +7%
FMII
1188
Farmers & Merchants Investments Inc
Nebraska
$908K +$26.1K +84 +3%
RRA
1189
Round Rock Advisors
Connecticut
$900K – – –
T. Rowe Price Associates
1190
T. Rowe Price Associates
Maryland
$898K -$65.6K -211 -7%
PFA
1191
Pure Financial Advisors
California
$896K -$23K -74 -3%
CAM
1192
CPA Asset Management
Florida
$894K +$80.8K +260 +10%
NAG
1193
Northstar Advisory Group
New Jersey
$894K -$20.2K -65 -2%
OHWA
1194
Oak Hill Wealth Advisors
Virginia
$889K +$7.46K +24 +0.8%
LFG
1195
Larson Financial Group
Missouri
$889K -$72.1K -232 -8%
RCM
1196
Raleigh Capital Management
North Carolina
$888K -$111K -356 -11%
SIMG
1197
Sonora Investment Management Group
Arizona
$886K +$71.2K +229 +9%
TA
1198
Tectonic Advisors
Texas
$882K +$18K +58 +2%
Kayne Anderson Rudnick Investment Management
1199
Kayne Anderson Rudnick Investment Management
California
$881K +$311 +1 +0%
CIA
1200
Cohen Investment Advisors
New Hampshire
$880K -$21.8K -70 -2%
46 47
48
49 50