VUG icon

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 %
FSA
1751
Financial Security Advisor
Virginia
$257K +$622 +2 +0.2%
SCM
1752
Steele Capital Management
Iowa
$257K +$257K +826 New
Chevy Chase Trust
1753
Chevy Chase Trust
Maryland
$256K – – –
CPC
1754
Consolidated Planning Corp
Georgia
$256K -$14.3K -46 -5%
TFF
1755
The Family Firm
Maryland
$256K +$622 +2 +0.2%
HIG
1756
Heritage Investment Group
Florida
$256K – – –
FFL
1757
Financial Freedom LLC
Ohio
$255K +$311 +1 +0.1%
YWS
1758
Yarger Wealth Strategies
Ohio
$255K +$622 +2 +0.2%
SWIG
1759
Strategic Wealth Investment Group
Kentucky
$254K +$254K +817 New
Janus Henderson Group
1760
Janus Henderson Group
United Kingdom
$254K +$254K +816 New
PCM
1761
Princeton Capital Management
New Jersey
$253K +$253K +815 New
ACM
1762
Ategra Capital Management
Virginia
$253K – – –
SAS
1763
SMI Advisory Services
Indiana
$252K +$625 +2 +0.2%
HS
1764
Horan Securities
United States
$252K +$252K +811 New
CWP
1765
Curated Wealth Partners
California
$252K – – –
WRPWM
1766
Werba Rubin Papier Wealth Management
California
$251K – – –
MC
1767
Matisse Capital
Oregon
$250K -$16.8K -54 -6%
WF
1768
Welch & Forbes
Massachusetts
$250K +$250K +804 New
AWM
1769
Activest Wealth Management
Florida
$250K -$10.6K -34 -4%
HAC
1770
Harbor Advisory Corp
New Hampshire
$250K – – –
BFS
1771
Bradley Foster & Sargent
Connecticut
$248K – – –
KWS
1772
Keystone Wealth Services
California
$248K +$248K +798 New
KCM
1773
Kanawha Capital Management
Virginia
$248K -$117K -375 -32%
SWM
1774
StoneCrest Wealth Management
Arizona
$248K +$248K +797 New
TW
1775
TrinityPoint Wealth
Connecticut
$247K -$63.4K -204 -20%
69 70
71
72 73