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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 %
TCM
1401
Traynor Capital Management
Pennsylvania
$583K -$46K -148 -7%
Winslow Capital Management
1402
Winslow Capital Management
Minnesota
$580K -$37K -119 -6%
GAB
1403
German American Bancorp
Indiana
$573K -$3.11K -10 -0.5%
OWMIAS
1404
One Wealth Management Investment & Advisory Services
Florida
$572K +$572K +1,841 New
VR
1405
Valued Retirements
Texas
$570K +$570K +1,833 New
WI
1406
Wintrust Investments
Illinois
$569K +$22.4K +72 +4%
EGWAG
1407
Elwood & Goetz Wealth Advisory Group
Georgia
$568K – – –
NCM
1408
Next Capital Management
New York
$568K – – –
DIM
1409
DLK Investment Management
California
$567K +$567K +1,825 New
CCM
1410
Chilton Capital Management
Texas
$563K -$106K -340 -16%
SFP
1411
Sterling Financial Planning
New Jersey
$563K – – –
MCC
1412
Money Concepts Capital
Florida
$562K +$80.2K +258 +17%
SRWM
1413
Shira Ridge Wealth Management
California
$561K -$1.55K -5 -0.3%
NCM
1414
Narwhal Capital Management
Georgia
$560K – – –
DI
1415
DAGCO Inc
Ohio
$558K -$49.3M -158,539 -99%
DWS
1416
Dynamic Wealth Strategies
California
$558K +$558K +1,794 New
AFO
1417
Arrowroot Family Office
California
$556K +$16.2K +52 +3%
APP
1418
Avantax Planning Partners
Iowa
$554K +$11.8K +38 +2%
CTB
1419
Country Trust Bank
Illinois
$554K -$311 -1 -0.1%
HNWA
1420
Henrickson Nauta Wealth Advisors
Michigan
$550K +$550K +1,770 New
CFAM
1421
Center For Asset Management
Florida
$549K -$117K -375 -18%
MA
1422
MKT Advisors
California
$549K +$301 +1 +0.1%
TDC
1423
Thompson Davis & Co
Virginia
$548K -$177K -570 -24%
RFN
1424
RDA Financial Network
Iowa
$546K +$77.4K +249 +17%
VCM
1425
Vision Capital Management
Oregon
$544K +$544K +1,751 New
55 56
57
58 59