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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 %
RP
1501
Rowlandmiller & Partners
Georgia
$459K – – –
FCM
1502
Fortis Capital Management
Washington
$458K +$180K +578 +65%
SA
1503
Strategic Advocates
Utah
$457K -$163K -523 -26%
HW
1504
Hancock Whitney
Mississippi
$455K +$455K +1,465 New
BCP
1505
Berkeley Capital Partners
Georgia
$452K -$8.08K -26 -2%
EA
1506
Everpar Advisors
Oklahoma
$449K +$449K +1,443 New
RWA
1507
Rainsberger Wealth Advisors
Colorado
$448K +$622 +2 +0.1%
CWM
1508
Chemistry Wealth Management
New York
$448K +$7.77K +25 +2%
MFG
1509
Monumental Financial Group
Maryland
$448K +$195K +627 +77%
FA
1510
Flagstar Advisors
New York
$447K +$8.08K +26 +2%
LWMI
1511
Landmark Wealth Management (Illinois)
Illinois
$445K +$445K +1,432 New
AAG
1512
Armstrong Advisory Group
Massachusetts
$445K +$201K +648 +83%
CG
1513
CFO4Life Group
Texas
$442K +$622 +2 +0.1%
CMAI
1514
Capital Management Associates Inc
Minnesota
$441K +$441K +1,420 New
JWCA
1515
J.W. Coons Advisors
Ohio
$441K +$3.73K +12 +0.9%
WJWM
1516
Williams Jones Wealth Management
New York
$436K +$35.4K +114 +9%
PCS
1517
Private Client Services
Kentucky
$436K +$436K +1,403 New
VCM
1518
Viewpoint Capital Management
Washington
$436K – – –
PWW
1519
Pettyjohn Wood & White
Virginia
$435K – – –
CGA
1520
Crescent Grove Advisors
Illinois
$435K – – –
CWM
1521
Collaborative Wealth Management
Florida
$431K -$3.42K -11 -0.8%
Jennison Associates
1522
Jennison Associates
New York
$430K -$819K -2,633 -66%
CKAIS
1523
Christensen King & Associates Investment Services
Washington
$430K +$430K +1,383 New
AFA
1524
Arlington Financial Advisors
California
$430K +$430K +1,382 New
GAG
1525
GM Advisory Group
New York
$427K -$72.5K -233 -15%
59 60
61
62 63