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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 %
EWM
1576
Endowment Wealth Management
Wisconsin
$378K -$25.8K -83 -6%
FCH
1577
Freestone Capital Holdings
Washington
$377K +$120K +386 +47%
AAMA
1578
Advanced Asset Management Advisors
Ohio
$377K -$11.2M -35,994 -97%
SF
1579
Slagle Financial
Illinois
$376K +$180K +1,158 +92%
FWM
1580
FFT Wealth Management
Pennsylvania
$376K +$38.9K +125 +12%
MAC
1581
Mason & Associates (California)
California
$374K – – –
GWANC
1582
Guardian Wealth Advisors (North Carolina)
North Carolina
$374K +$874 +3 +0.2%
BP
1583
BBR Partners
New York
$373K +$124K +400 +50%
DFA
1584
DHJJ Financial Advisors
Illinois
$372K -$33.3K -107 -8%
SPWG
1585
Syntegra Private Wealth Group
Missouri
$372K – – –
WP
1586
WMS Partners
Maryland
$370K -$448K -1,442 -55%
LA
1587
Latitude Advisors
Florida
$369K -$63.4K -204 -15%
VCM
1588
Vivaldi Capital Management
Illinois
$368K +$331 +1 +0.1%
WWP
1589
WR Wealth Planners
Missouri
$367K +$24.2K +78 +7%
PWA
1590
Pillar Wealth Advisors
Pennsylvania
$366K – – –
DP
1591
Denver PWM
Colorado
$365K +$31.1K +103 +9%
GSC
1592
G&S Capital
Colorado
$365K -$28.9K -93 -7%
CAI
1593
Capital Advisors Inc
Oklahoma
$365K -$36.4K -117 -9%
GGS
1594
Galvin Gaustad & Stein
Arizona
$365K – – –
HW
1595
Hamilton Wealth
California
$365K +$1.24K +4 +0.3%
HCA
1596
Horan Capital Advisors
Ohio
$363K +$363K +1,169 New
IF
1597
Ironwood Financial
Arizona
$363K +$6.53K +21 +2%
RDWM
1598
Red Door Wealth Management
Tennessee
$362K – – –
CWA
1599
Clarity Wealth Advisors
California
$362K +$31.1K +100 +9%
LWM
1600
Lyell Wealth Management
California
$361K – – –
62 63
64
65 66