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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 %
PJWM
1826
Philip James Wealth Mangement
Georgia
$223K +$223K +718 New
WWM
1827
Wiser Wealth Management
Georgia
$222K – – –
W
1828
WorthPointe
California
$221K +$221K +712 New
RIG
1829
RiverFront Investment Group
Virginia
$221K +$221K +712 New
EL
1830
Essex LLC
Illinois
$221K +$221K +710 New
TWM
1831
Tolleson Wealth Management
Texas
$219K +$219K +705 New
KOC
1832
Koss-Olinger Consulting
Florida
$219K +$219K +705 New
GCIM
1833
Gunn & Company Investment Management
Florida
$219K +$219K +706 New
CPSAC
1834
Chas P. Smith & Associates (CPS)
Florida
$219K +$219K +706 New
RWA
1835
River Wealth Advisors
Pennsylvania
$219K +$219K +704 New
CMS
1836
Capital Market Strategies
Florida
$217K +$217K +697 New
LP
1837
LGL Partners
Pennsylvania
$216K +$216K +696 New
HPC
1838
HM Payson & Co
Maine
$216K -$933 -3 -0.4%
TCBWMS
1839
Texas Capital Bank Wealth Management Services
Texas
$215K +$215K +691 New
CSIA
1840
Charles Schwab Investment Advisory
California
$215K +$215K +691 New
MPCL
1841
My Personal CFO LLC
Washington
$215K +$215K +691 New
EC
1842
Eaton-Cambridge
Arizona
$214K +$214K +689 New
B
1843
Bensler
Washington
$214K +$214K +689 New
FFG
1844
Frisch Financial Group
New York
$214K +$214K +688 New
GPWA
1845
Great Point Wealth Advisors
Massachusetts
$213K +$213K +684 New
PCMF
1846
Private Capital Management (Florida)
Florida
$212K +$212K +681 New
HWMA
1847
Heritage Wealth Management (Arizona)
Arizona
$212K +$212K +681 New
CHAM
1848
Clear Harbor Asset Management
Connecticut
$211K +$211K +680 New
SHA
1849
Seneca House Advisors
Virginia
$211K +$211K +678 New
CICC
1850
Capital Investment Counsel (Colorado)
Colorado
$211K +$211K +678 New
72 73
74
75 76