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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 %
TAM
1276
Tocqueville Asset Management
New York
$749K – – –
RMDI
1277
R.M. Davis Inc
Maine
$748K -$27K -87 -3%
MAS
1278
Madden Advisory Services
Florida
$746K +$59.7K +192 +9%
PP
1279
PDS Planning
Ohio
$745K -$4.97K -16 -0.7%
AIM
1280
Athena Investment Management
California
$744K – – –
ICP
1281
Interchange Capital Partners
Pennsylvania
$744K +$10.8K +35 +1%
AIM
1282
Anchor Investment Management
South Carolina
$744K +$52.2K +168 +8%
BFS
1283
Burkett Financial Services
South Carolina
$743K +$743K +2,389 New
FA
1284
FSA Advisors
Michigan
$741K +$741K +2,385 New
WH
1285
Willner & Heller
California
$741K +$741K +2,384 New
APW
1286
Atlantic Private Wealth
North Carolina
$738K -$16.8K -54 -2%
AWM
1287
Accel Wealth Management
Iowa
$737K +$18.7K +60 +3%
1WA
1288
180 Wealth Advisors
Washington
$736K -$12.2K -40 -2%
AIMC
1289
Alley Investment Management Company
Illinois
$733K +$318K +1,023 +77%
IAG
1290
Investmark Advisory Group
Connecticut
$731K -$97.3K -313 -12%
MCM
1291
Mainstay Capital Management
Michigan
$731K +$311 +1 +0%
D.E. Shaw & Co
1292
D.E. Shaw & Co
New York
$730K +$730K +2,348 New
ACM
1293
Absolute Capital Management
Pennsylvania
$729K +$44.8K +144 +7%
SWP
1294
Summit Wealth Partners
Florida
$729K +$79K +254 +12%
TLA
1295
Tanglewood Legacy Advisors
Texas
$726K -$214K -689 -23%
CPWM
1296
Cypress Point Wealth Management
Texas
$725K – – –
KWA
1297
Kingswood Wealth Advisors
California
$723K +$723K +2,327 New
RFN
1298
Redwood Financial Network
Ohio
$719K -$34.5K -111 -5%
WAG
1299
Winthrop Advisory Group
Massachusetts
$718K +$126K +405 +21%
FFWA
1300
FRG Family Wealth Advisors
Washington
$714K – – –
50 51
52
53 54