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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 %
PCM
1526
Pointe Capital Management
Michigan
$425K – – –
JWBC
1527
John W. Brooker & Co
California
$423K +$114K +366 +37%
BMC
1528
Benin Management Corp
Connecticut
$422K -$70.3K -226 -14%
PFG
1529
Prosperity Financial Group
California
$421K – – –
AQR Capital Management
1530
AQR Capital Management
Connecticut
$419K +$419K +1,348 New
SCA
1531
St. Clair Advisors
Ohio
$416K – – –
ACG
1532
Allen Capital Group
Nebraska
$415K -$74.9K -241 -15%
HHGA
1533
Halbert Hargrove Global Advisors
California
$415K -$1.56K -5 -0.4%
CAWM
1534
Capital Advisors Wealth Management
Washington
$414K +$14.6K +47 +4%
GF
1535
Gries Financial
Ohio
$413K +$413K +1,327 New
CWS
1536
Cypress Wealth Services
California
$412K – – –
FCA
1537
Fortis Capital Advisors
Kansas
$411K – – –
SCM
1538
Schnieders Capital Management
California
$411K – – –
KMWM
1539
Keudell/Morrison Wealth Management
Oregon
$410K – – –
CGFA
1540
Colton Groome Financial Advisors
North Carolina
$410K +$410K +1,319 New
AWM
1541
Abound Wealth Management
Tennessee
$409K +$8.08K +26 +2%
WPW
1542
Watershed Private Wealth
Illinois
$408K -$46.6K -150 -10%
CIS
1543
Continental Investors Services
Washington
$408K +$8.71K +28 +2%
WA
1544
Win Advisors
Florida
$408K +$408K +1,311 New
VFP
1545
Verus Financial Partners
Virginia
$406K – – –
TTWM
1546
TCV Trust & Wealth Management
Virginia
$406K – – –
WG
1547
Welch Group
Alabama
$405K +$126K +405 +45%
RIP
1548
RAM Investment Partners
Washington
$404K +$404K +1,299 New
CIA
1549
Cladis Investment Advisory
Montana
$403K – – –
FP
1550
Financial Perspectives
Minnesota
$403K +$311 +1 +0.1%
60 61
62
63 64