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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 %
PSF
1351
Pacific Sun Financial
California
$650K -$54.4K -175 -8%
BWAM
1352
Boyd Watterson Asset Management
Ohio
$649K – – –
WMP
1353
Wealth Management Partners
Arizona
$649K +$5.91K +19 +0.9%
MAM
1354
McLean Asset Management
Virginia
$648K – – –
XF
1355
XML Financial
Maryland
$648K +$622 +2 +0.1%
AAS
1356
Annex Advisory Services
Wisconsin
$645K -$29.2K -94 -4%
PWA
1357
Phoenix Wealth Advisors
North Carolina
$640K – – –
CD
1358
Chapin Davis
Maryland
$640K +$162K +522 +34%
OWA
1359
One Wealth Advisors
California
$640K – – –
TPWA
1360
TRUE Private Wealth Advisors
Oregon
$638K -$62.5K -201 -9%
FAT
1361
First American Trust
California
$638K +$70.6K +227 +12%
FTC
1362
Farmers Trust Company
Ohio
$637K -$46.6K -150 -7%
BAM
1363
Berkshire Asset Management
Pennsylvania
$635K – – –
TA
1364
TruWealth Advisors
Louisiana
$633K +$3.11K +10 +0.5%
OP
1365
ORG Partners
Indiana
$632K +$470K +1,513 +291%
WCM
1366
Windsor Capital Management
Arizona
$631K -$1.24K -4 -0.2%
MWA
1367
Meridian Wealth Advisors
Texas
$627K -$104K -336 -14%
HWM
1368
Hemington Wealth Management
Virginia
$626K -$26.1K -84 -4%
WFPG
1369
Waller Financial Planning Group
Ohio
$622K -$20.5K -66 -3%
OWM
1370
Orgel Wealth Management
Wisconsin
$622K -$2.49K -8 -0.4%
NIC
1371
Northwest Investment Counselors
Oregon
$621K +$933 +3 +0.2%
LSA
1372
L & S Advisors
California
$621K -$3.42K -11 -0.5%
CMA
1373
Cedar Mountain Advisors
Oregon
$619K +$54.7K +176 +10%
JCM
1374
Jacobi Capital Management
Pennsylvania
$618K -$9.33K -30 -1%
SVWG
1375
Shared Vision Wealth Group
United States
$615K +$615K +1,978 New
53 54
55
56 57