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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 %
HFS
1626
Horizon Financial Services
North Carolina
$339K -$58.4K -188 -15%
GWS
1627
Glassman Wealth Services
Virginia
$338K -$156K -501 -32%
SIC
1628
Shoker Investment Counsel
Ohio
$338K – – –
AWP
1629
Abacus Wealth Partners
California
$337K – – –
FWM
1630
FSA Wealth Management
Massachusetts
$337K -$98.9K -318 -23%
CW
1631
Connectus Wealth
Ohio
$337K +$311 +1 +0.1%
DOA
1632
D'Orazio & Associates
Virginia
$336K -$76.2K -245 -18%
WCM
1633
WealthBridge Capital Management
Ohio
$336K +$3.73K +12 +1%
PFA
1634
Pinnacle Family Advisors
Missouri
$335K -$572K -1,840 -63%
VHAM
1635
Van Hulzen Asset Management
California
$335K +$28.6K +92 +9%
MA
1636
Mezzasalma Advisors
New Jersey
$335K +$6.84K +22 +2%
MWM
1637
MY Wealth Management
Maryland
$334K -$22.1K -71 -6%
LNB
1638
Ledyard National Bank
$333K -$33.3K -107 -9%
VP
1639
Verum Partners
North Carolina
$333K -$52.2K -168 -14%
CW
1640
CIC Wealth
Maryland
$332K +$332K +1,069 New
Harris Associates
1641
Harris Associates
Illinois
$332K +$332K +1,068 New
CPP
1642
Capasso Planning Partners
South Carolina
$332K +$20.5K +66 +7%
SA
1643
Skyline Advisors
Washington
$331K +$331K +1,066 New
WWC
1644
Waypoint Wealth Counsel
Georgia
$331K +$311 +1 +0.1%
ZIG
1645
Zullo Investment Group
Pennsylvania
$330K – – –
RC
1646
Roundview Capital
New Jersey
$329K -$8.71K -28 -3%
WOC
1647
West Oak Capital
California
$328K – – –
WAM
1648
Walker Asset Management
Missouri
$327K – – –
WA
1649
WealthTrust Axiom
Pennsylvania
$327K – – –
DP
1650
DDD Partners
Washington
$326K -$2.49K -8 -0.8%
64 65
66
67 68