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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 %
HAM
1676
Harmony Asset Management
Arizona
$301K +$301K +967 New
GAM
1677
GEM Asset Management
Michigan
$300K +$311 +1 +0.1%
LAIC
1678
Lederer & Associates Investment Counsel
California
$298K – – –
OC
1679
Oakworth Capital
Alabama
$297K – – –
WCF
1680
West Coast Financial
California
$297K – – –
XSC
1681
X-Square Capital
Puerto Rico
$296K +$296K +951 New
CTA
1682
Camelot Technology Advisors
California
$296K +$296K +951 New
TI
1683
Tidal Investments
Wisconsin
$295K +$295K +950 New
CWS
1684
Confluence Wealth Services
Pennsylvania
$295K +$622 +2 +0.2%
HCM
1685
Highlander Capital Management
New Jersey
$294K – – –
SNBOSCI
1686
Security National Bank of Sioux City Iowa
Iowa
$294K – – –
LWP
1687
Laurel Wealth Planning
Minnesota
$294K – – –
WC
1688
Waterloo Capital
Texas
$292K +$292K +940 New
MTIC
1689
Missouri Trust & Investment Company
Missouri
$292K +$22.4K +72 +8%
APW
1690
Austin Private Wealth
Texas
$291K -$52.9K -170 -15%
PWM
1691
Praetorian Wealth Management
California
$290K +$290K +934 New
RRWA
1692
Rainey & Randall Wealth Advisors
Florida
$289K -$37.6K -121 -12%
WQ
1693
Wealth Quarterback
New Jersey
$289K +$36.4K +117 +14%
FAM
1694
Frontier Asset Management
Wyoming
$288K +$621 +2 +0.2%
AP
1695
Appleton Partners
Massachusetts
$288K – – –
DE
1696
Day & Ennis
Georgia
$288K +$311 +1 +0.1%
RA
1697
Rockingstone Advisors
Massachusetts
$286K -$74.6K -240 -21%
AA
1698
Apriem Advisors
California
$286K -$44.5K -143 -13%
FWP
1699
FAS Wealth Partners
Kansas
$286K +$32.9K +106 +13%
CWM
1700
Centric Wealth Management
Illinois
$285K – – –
66 67
68
69 70