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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 %
CFP
1801
Cypress Financial Planning
New Jersey
$233K -$244K -811 -51%
MNG
1802
Manning & Napier Group
New York
$233K – – –
IP
1803
Investment Partners
Ohio
$232K -$1.55K -5 -0.7%
Luther King Capital Management (LKCM)
1804
Luther King Capital Management (LKCM)
Texas
$232K -$203K – –
RS
1805
Rakuten Securities
Japan
$232K +$232K +746 New
JFG
1806
JDM Financial Group
Texas
$231K -$51.9K -167 -18%
PG
1807
Patten Group
Tennessee
$231K – – –
AWA
1808
Amplius Wealth Advisors
Pennsylvania
$230K -$11.8K -38 -5%
CCM
1809
Canal Capital Management
Virginia
$230K – – –
ACM
1810
Alamar Capital Management
California
$230K – – –
PWM
1811
Prosperity Wealth Management
California
$230K -$223K -717 -49%
DFC
1812
DBK Financial Counsel
Ohio
$229K – – –
FIB
1813
First Interstate Bank
Montana
$229K -$99.5K -320 -30%
SWM
1814
SilverOak Wealth Management
Minnesota
$229K +$229K +737 New
HT
1815
Heritage Trust
Oklahoma
$229K +$229K +736 New
AWM
1816
Atticus Wealth Management
Florida
$228K +$1.55K +5 +0.7%
Jane Street
1817
Jane Street
New York
$228K -$7.43M -23,895 -97%
QS
1818
Quantitative Strategies
California
$228K -$15.5K -50 -6%
HR
1819
Howe & Rusling
New York
$228K +$197K +633 +633%
AWAG
1820
ARS Wealth Advisors Group
Florida
$227K -$63.1K -203 -22%
LCM
1821
Lazari Capital Management
California
$227K +$227K +729 New
EB
1822
Exchange Bank
California
$226K +$226K +728 New
WFS
1823
Widmann Financial Services
Maryland
$224K +$224K +722 New
SIAG
1824
Safeguard Investment Advisory Group
California
$224K +$224K +722 New
LFWA
1825
LBJ Family Wealth Advisors
Texas
$224K -$19K -61 -8%
71 72
73
74 75