VUG icon

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 %
SBIA
1251
Sheaff Brock Investment Advisors
Indiana
$790K +$2.8K +9 +0.4%
EWM
1252
Executive Wealth Management
Michigan
$790K +$2.18K +7 +0.3%
LWCFA
1253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$790K – – –
SW
1254
SteelPeak Wealth
California
$785K +$56.9K +183 +8%
FWM
1255
Focused Wealth Management
New York
$784K +$4.97K +16 +0.6%
WAOI
1256
Wealth Advisors of Iowa
Iowa
$783K -$3.42K -11 -0.4%
NL
1257
Navalign LLC
California
$783K -$84K -270 -10%
BFA
1258
Beacon Financial Advisory
Ohio
$781K +$18K +58 +2%
SCM
1259
Shelton Capital Management
Colorado
$777K – – –
LFA
1260
Level Financial Advisors
New York
$777K -$15.5K -50 -2%
CFG
1261
Cosner Financial Group
Colorado
$776K +$776K +2,497 New
BFG
1262
Bouchey Financial Group
New York
$774K -$622 -2 -0.1%
HA
1263
Herold Advisors
New York
$764K -$311 -1 -0%
EWA
1264
Evolution Wealth Advisors
Florida
$763K – – –
RWPA
1265
Richard W. Paul & Associates
Michigan
$761K -$87K -280 -10%
FGA
1266
Fortis Group Advisors
New Jersey
$759K +$8.78K +35 +1%
TWA
1267
Talisman Wealth Advisors
New Jersey
$758K -$28.9K -93 -4%
GWA
1268
GGM Wealth Advisors
Maryland
$757K +$646 +2 +0.1%
ONB
1269
Old National Bancorp
Indiana
$755K +$162K +521 +27%
CCM
1270
Carlson Capital Management
Minnesota
$754K +$270K +868 +56%
PAG
1271
Private Advisory Group
Washington
$754K – – –
WGCA
1272
Wolf Group Capital Advisors
Virginia
$754K +$133K +471 +21%
FCAS
1273
First Command Advisory Services
Texas
$753K – – –
TWA
1274
TCI Wealth Advisors
Arizona
$752K +$212K +682 +39%
HIS
1275
Horizon Investment Services
Indiana
$751K -$10.3K -33 -1%
49 50
51
52 53