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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 %
IHWM
1551
Iron Horse Wealth Management
Iowa
$402K – – –
FA
1552
Fiduciary Alliance
South Carolina
$402K -$92K -296 -19%
CCG
1553
Catalina Capital Group
California
$401K +$401K +1,290 New
JIP
1554
Jaffetilchin Investment Partners
Florida
$401K +$15.2K +49 +4%
TWP
1555
Tyche Wealth Partners
Texas
$399K +$399K +1,282 New
EFMC
1556
Empire Financial Management Company
New York
$397K -$42.3K -136 -10%
AMCA
1557
Arthur M. Cohen & Associates
Illinois
$397K -$68.1K -219 -15%
MF
1558
Meridian Financial
Massachusetts
$395K +$69K +222 +21%
ODG
1559
O'Dell Group
Ohio
$395K +$8.71K +28 +2%
MWM
1560
MBE Wealth Management
Wisconsin
$392K +$16.8K +54 +4%
VFIC
1561
Valley Forge Investment Consultants
Pennsylvania
$390K -$35.1K -113 -8%
NWMG
1562
National Wealth Management Group
Ohio
$390K -$10.3K -33 -3%
AIM
1563
Allen Investment Management
New York
$389K – – –
WAM
1564
Weatherly Asset Management
California
$387K -$4.66K -15 -1%
PCWA
1565
Pacific Capital Wealth Advisors
California
$387K +$27.4K +88 +8%
WIM
1566
Westside Investment Management
California
$387K +$24K +77 +7%
FWA
1567
FSM Wealth Advisors
Ohio
$386K +$90.8K +292 +31%
RWA
1568
Redhawk Wealth Advisors
Minnesota
$385K -$57.5K -185 -13%
OCM
1569
Orleans Capital Management
Louisiana
$384K -$23.3K -75 -6%
SRCM
1570
Signature Resources Capital Management
California
$383K +$383K +1,232 New
FFA
1571
Fragasso Financial Advisors
Pennsylvania
$381K -$6.53K -21 -2%
PI
1572
Pachira Investments
California
$381K +$932 +3 +0.2%
FIM
1573
FWL Investment Management
Texas
$381K – – –
BTIM
1574
BancFirst Trust & Investment Management
Oklahoma
$379K – – –
JC
1575
JB Capital
Connecticut
$379K +$58.2K +187 +18%
61 62
63
64 65