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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 %
AC
1301
Avestar Capital
New York
$714K +$439K +1,412 +160%
PAMG
1302
Patton Albertson Miller Group
Tennessee
$710K -$39.2K -126 -5%
HL
1303
HeadInvest LLC
Maine
$709K -$9.64K -31 -1%
SYBT
1304
Stock Yards Bank & Trust
Kentucky
$706K – – –
PWG
1305
Portside Wealth Group
Utah
$706K +$274K +882 +63%
AIC
1306
Archer Investment Corporation
Indiana
$706K -$22.1K -71 -3%
GC
1307
GFG Capital
Florida
$703K – – –
BMWM
1308
Brown Miller Wealth Management
Virginia
$701K – – –
SP
1309
Stablepoint Partners
Massachusetts
$700K +$700K +2,253 New
WA
1310
Wealth Architects
California
$699K – – –
GL
1311
Graypoint LLC
New York
$699K +$311 +1 +0%
BSG
1312
Black Swift Group
Colorado
$698K -$62.2K -200 -8%
WAL
1313
W Advisors LLC
Tennessee
$697K -$104K -334 -13%
CWP
1314
Corepath Wealth Partners
Arizona
$697K -$5.12K -17 -0.7%
FCBT
1315
First Citizens Bank & Trust
North Carolina
$697K +$20.8K +67 +3%
IP
1316
Intellectus Partners
California
$696K -$30.8K -99 -4%
BWA
1317
Beam Wealth Advisors
Louisiana
$696K -$39.2K -126 -5%
CRI
1318
Colonial River Investments
Virginia
$696K -$8.71K -28 -1%
M
1319
MYeCFO
California
$695K – – –
CAS
1320
Coppell Advisory Solutions
Texas
$692K +$284K +915 +70%
CAM
1321
Carret Asset Management
New York
$692K -$17.4K -56 -2%
FIBT
1322
First International Bank & Trust
North Dakota
$690K – – –
PFA
1323
Petra Financial Advisors
Colorado
$689K -$57.2K -184 -8%
DWP
1324
Daymark Wealth Partners
Ohio
$687K +$12.1K +39 +2%
SFMG
1325
Sage Financial Management Group
Virginia
$687K – – –
51 52
53
54 55