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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 %
AWM
1201
Aprio Wealth Management
Georgia
$880K -$10.9K -35 -1%
CPIA
1202
Cornell Pochily Investment Advisors
New York
$879K -$8.39K -27 -0.9%
LC
1203
Lincoln Capital
Nebraska
$879K +$4.97K +16 +0.6%
MWM
1204
Marion Wealth Management
Pennsylvania
$878K – – –
TNB
1205
Thomasville National Bank
Georgia
$877K +$19K +61 +2%
BWL
1206
Bogart Wealth LLC
Virginia
$873K +$496K +1,595 +132%
HWA
1207
Hilltop Wealth Advisors
North Carolina
$872K -$26.4K -85 -3%
KA
1208
Klingman & Associates
New York
$872K -$132K -425 -13%
SFS
1209
Summit Financial Strategies
Ohio
$871K -$622 -2 -0.1%
BCG
1210
Breakwater Capital Group
New Jersey
$871K +$23.4K +73 +3%
W
1211
Wealthquest
Ohio
$870K +$38.2K +123 +5%
EP
1212
Eudaimonia Partners
Tennessee
$870K -$20.2K -65 -2%
FFA
1213
First Foundation Advisors
California
$869K -$7.15K -23 -0.8%
GT
1214
Glenview Trust
Kentucky
$866K +$30.8K +99 +4%
LW
1215
Libra Wealth
California
$864K -$22.1K -71 -2%
HF
1216
HRT Financial
New York
$862K +$862K +2,774 New
NCM
1217
Noesis Capital Mangement
Florida
$859K – – –
FNB
1218
Farmers National Bank
Kentucky
$856K -$4.04K -13 -0.5%
9WM
1219
9258 Wealth Management
Ohio
$855K -$11.5K -37 -1%
TA
1220
TrueWealth Advisors
Alabama
$851K -$30.2K -97 -3%
BPWM
1221
Badgley Phelps Wealth Managers
Washington
$847K +$274K +882 +48%
UFAC
1222
Urban Financial Advisory Corp
Illinois
$845K +$845K +2,718 New
VNA
1223
Valley National Advisers
Pennsylvania
$843K -$39.8K -128 -5%
WB
1224
WesBanco Bank
West Virginia
$842K -$74.9K -241 -8%
AWM
1225
Aviso Wealth Management
Washington
$840K +$840K +2,702 New
47 48
49
50 51