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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 %
SC
1601
Sepio Capital
Utah
$360K -$8.71K -28 -2%
HGA
1602
Hobbs Group Advisors
South Carolina
$360K +$360K +1,159 New
CWM
1603
Curi Wealth Management
North Carolina
$359K -$7.46K -24 -2%
PP
1604
Pacifica Partners
Canada
$358K -$14.6K -49 -4%
MLFP
1605
MPS Loria Financial Planners
Illinois
$358K -$28.9K -93 -7%
VW
1606
Vance Wealth
California
$357K – – –
FCM
1607
Firestone Capital Management
Florida
$356K +$8.39K +27 +2%
WC
1608
Wynn Capital
Georgia
$354K +$354K +1,138 New
WLG
1609
Williamson Legacy Group
Indiana
$352K +$352K +1,133 New
BFA
1610
Buttonwood Financial Advisors
Maryland
$351K – – –
OPA
1611
Old Port Advisors
Maine
$350K -$16.8K -54 -5%
FDDB
1612
Fidelity D&D Bancorp
Pennsylvania
$350K +$104K +334 +42%
IWS
1613
Insight Wealth Strategies
California
$348K -$45.7K -147 -12%
T
1614
TNF
Montana
$347K +$347K +1,062 New
TWM
1615
TriaGen Wealth Management
California
$347K – – –
GWAG
1616
Garrett Wealth Advisory Group
Texas
$346K +$622 +2 +0.2%
BBA
1617
Braun-Bostich & Associates
Pennsylvania
$346K – – –
SIA
1618
Soltis Investment Advisors
Utah
$345K -$38.5K -124 -10%
PWP
1619
Precedent Wealth Partners
Texas
$344K +$344K +1,107 New
LPT
1620
Legacy Private Trust
Wisconsin
$343K – – –
PWM
1621
PBMares Wealth Management
Virginia
$343K +$24.9K +80 +8%
Kovitz Investment Group Partners
1622
Kovitz Investment Group Partners
Illinois
$342K -$1.16M -3,715 -77%
WTFG
1623
Wells Trecaso Financial Group
Ohio
$342K -$9.33K -30 -3%
AP
1624
Adero Partners
California
$341K -$90.2K -290 -21%
FMN
1625
Financial Management Network
California
$340K -$4.52K -15 -1%
63 64
65
66 67