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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 %
FWM
1326
Fingerlakes Wealth Management
New York
$685K +$1.24K +4 +0.2%
BWM
1327
BNC Wealth Management
Oregon
$683K +$683K +2,197 New
ITIM
1328
Indiana Trust & Investment Management
Indiana
$683K +$27.4K +88 +4%
TCM
1329
Towercrest Capital Management
Pennsylvania
$681K +$91.1K +293 +15%
WA
1330
WP Advisors
California
$677K +$1.24K +4 +0.2%
GM
1331
GeoWealth Management
Illinois
$675K -$5.76M -18,499 -90%
CAAM
1332
Cornerstone Advisors Asset Management
Pennsylvania
$675K – – –
AC
1333
Apella Capital
Connecticut
$671K +$6.32K +21 +1%
LIWM
1334
Long Island Wealth Management
New York
$670K +$670K +2,156 New
CG
1335
Cynosure Group
Utah
$670K +$933 +3 +0.1%
IA
1336
IFG Advisors
Missouri
$667K – – –
AF
1337
Apollon Financial
South Carolina
$667K +$667K +2,144 New
BAM
1338
BOS Asset Management
Illinois
$666K +$71.8K +231 +12%
SWP
1339
Strategic Wealth Partners
Ohio
$666K +$148K +477 +29%
IFAM
1340
Institutional & Family Asset Management
Colorado
$665K +$4.66K +15 +0.7%
FNT
1341
First National Trust
Pennsylvania
$665K – – –
FFO
1342
Fiduciary Family Office
Florida
$665K +$665K +2,138 New
PCG
1343
Prosperity Consulting Group
Maryland
$663K -$11.2K -36 -2%
AUB
1344
Atlantic Union Bankshares
Virginia
$658K – – –
WDG
1345
Wealth Dimensions Group
Ohio
$657K -$16.2K -52 -2%
NWM
1346
Northwest Wealth Management
Iowa
$656K +$214K +687 +48%
CGPCS
1347
Capital Group Private Client Services
California
$655K -$4.98K -16 -0.8%
FFA
1348
Founders Financial Alliance
North Carolina
$655K -$9.95K -32 -1%
DPW
1349
DiNuzzo Private Wealth
Pennsylvania
$653K +$653K +2,102 New
SJL
1350
Shayne & Jacobs LLC
Tennessee
$653K – – –
52 53
54
55 56