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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 %
CCA
1776
Cobblestone Capital Advisors
New York
$247K -$6.22K -20 -2%
RWS
1777
Resolute Wealth Strategies
Mississippi
$246K +$311 +1 +0.1%
IF
1778
IRON Financial
Illinois
$246K +$621 +2 +0.3%
AWA
1779
Acorn Wealth Advisors
Michigan
$245K +$621 +2 +0.3%
MAM
1780
Milestone Asset Management
Pennsylvania
$245K – – –
NF
1781
Nikulski Financial
Iowa
$244K +$12.4K +40 +5%
RFP
1782
Root Financial Partners
California
$244K +$244K +785 New
SIC
1783
Sigma Investment Counselors
Michigan
$243K – – –
RWM
1784
Revisor Wealth Management
Ohio
$243K +$243K +782 New
AAS
1785
Asset Allocation Strategies
Michigan
$242K -$95.4K -307 -28%
SWM
1786
Soundmark Wealth Management
Washington
$242K – – –
ST
1787
Sentinel Trust
Texas
$242K – – –
UCB
1788
United Community Bank
South Carolina
$242K -$17.1K -55 -7%
DP
1789
Divergent Planning
Maryland
$241K – – –
FBT
1790
First Bank & Trust
South Dakota
$241K – – –
EAM
1791
Empirical Asset Management
Massachusetts
$241K -$2.18K -7 -0.9%
AWS
1792
Aspen Wealth Strategies
Colorado
$241K -$3.11K -10 -1%
MAWA
1793
Moss Adams Wealth Advisors
Washington
$241K -$187K -600 -44%
TFM
1794
TFC Financial Management
Massachusetts
$239K – – –
SC
1795
Sinecera Capital
Texas
$237K – – –
APG
1796
Abacus Planning Group
South Carolina
$236K +$236K +759 New
TWM
1797
Trevian Wealth Management
Massachusetts
$234K – – –
HBW
1798
Hazlett, Burt & Watson
West Virginia
$234K +$4.67K +15 +2%
AMM
1799
American Money Management
California
$234K -$40.4K -130 -15%
MP
1800
McDonald Partners
Ohio
$233K – – –
70 71
72
73 74