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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 %
OFG
1701
Oxford Financial Group
Indiana
$285K +$38.9K +125 +16%
MBT
1702
Montecito Bank & Trust
California
$284K – – –
WW
1703
Westshore Wealth
California
$284K – – –
FFP
1704
Forbes Financial Planning
Rhode Island
$284K – – –
OPWM
1705
Oxinas Partners Wealth Management
Indiana
$284K – – –
BOS
1706
Bank of Stockton
California
$283K -$6.4K -20 -2%
SCP
1707
Shorepoint Capital Partners
Massachusetts
$282K -$37.9K -122 -12%
HIP
1708
HUB Investment Partners
Texas
$281K +$42.3K +136 +18%
SC
1709
Schiavi & Co
Delaware
$280K +$280K +902 New
NSG
1710
Nalls Sherbakoff Group
Tennessee
$280K – – –
GA
1711
Greenspring Advisors
Maryland
$280K – – –
FFA
1712
Florida Financial Advisors
Florida
$280K +$280K +899 New
PCM
1713
Pennsylvania Capital Management
Pennsylvania
$279K – – –
MSG
1714
Main Street Group
Virginia
$279K +$279K +899 New
MGWA
1715
Monument Group Wealth Advisors
Massachusetts
$279K +$279K +897 New
AP
1716
Atwood & Palmer
Missouri
$278K +$272K +875 +4,375%
WFS
1717
Weitzel Financial Services
Iowa
$278K – – –
NRC
1718
New Republic Capital
North Carolina
$276K – – –
LCWP
1719
Legacy Capital Wealth Partners
Arkansas
$274K +$274K +883 New
SWM
1720
Stockman Wealth Management
Montana
$273K -$1.17M -3,760 -81%
FBC
1721
Fairfield, Bush & Co
Connecticut
$272K +$272K +876 New
MI
1722
Moneywise Inc
Virginia
$272K -$21.1K -68 -7%
PWM
1723
Power Wealth Management
Georgia
$271K +$271K +873 New
LWM
1724
Laidlaw Wealth Management
New York
$271K -$534K -1,718 -66%
WP
1725
WealthPLAN Partners
Nebraska
$271K -$17.4K -56 -6%
67 68
69
70 71