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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
29.78%
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
1
Morgan Stanley
New York
$8.01B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$5.98B
3
Bank of America
3
Bank of America
North Carolina
$12.5B
4
Goldman Sachs
4
Goldman Sachs
New York
$742M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$463M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$22.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$362M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.74B
4
UCFA
4
United Capital Financial Advisors
Texas
$186M
5
RIA
5
Retirement Investment Advisors
Oklahoma
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIFP
151
Partners in Financial Planning
Virginia
$46.3M -$281K -903 -0.6%
CA
152
Crane Advisory
California
$46.3M +$1.02M +3,389 +2%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$46.2M +$7.64M +24,588 +20%
SCTC
154
Sanibel Captiva Trust Company
Florida
$45.9M +$45.9M +147,684 New
PCA
155
Prosperity Capital Advisors
Ohio
$45M +$7.14M +22,951 +19%
Comerica Bank
156
Comerica Bank
Texas
$44.5M +$4.57M +14,695 +11%
SWA
157
Strata Wealth Advisors
Texas
$44.5M +$483K +1,555 +1%
CCA
158
Checchi Capital Advisers
California
$43.9M +$1.31M +4,209 +3%
GC
159
Grimes & Company
Massachusetts
$43.1M -$131K -420 -0.3%
VVP
160
Venture Visionary Partners
Ohio
$42.7M +$845K +2,719 +2%
OCM
161
One Capital Management
California
$42.4M -$3.36M -10,797 -7%
EWA
162
EverSource Wealth Advisors
Alabama
$42.2M +$4.57M +14,704 +12%
VIA
163
Vantagepoint Investment Advisers
District of Columbia
$42.2M – – –
PPW
164
Presilium Private Wealth
Pennsylvania
$42M +$836K +2,690 +2%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$41M +$38.5K +124 +0.1%
CCM
166
Condor Capital Management
New Jersey
$40.7M +$531K +1,708 +1%
SAI
167
Systematic Alpha Investments
New Jersey
$40.6M – – –
EC
168
Estate Counselors
Wisconsin
$40.3M +$22.9M +73,800 +132%
PFP
169
Pinnacle Financial Partners
Tennessee
$40M +$5.61M +18,046 +16%
AFAS
170
Acorn Financial Advisory Services
Virginia
$39.8M -$2.29M -7,381 -5%
TPW
171
TL Private Wealth
Texas
$39.3M +$174K +559 +0.4%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$38.7M -$1.25M -4,011 -3%
KPWS
173
Kestra Private Wealth Services
Texas
$38.6M +$4.02M +12,926 +12%
PFA
174
Pathway Financial Advisors
Vermont
$38.6M -$470K -1,513 -1%
IWA
175
Inspirion Wealth Advisors
Illinois
$38M +$259K +848 +0.7%
5 6
7
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