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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 %
TFA
1851
Teamwork Financial Advisors
Texas
$210K +$210K +677 New
CVA
1852
Central Valley Advisors
California
$210K +$210K +676 New
LTI
1853
Laffer Tengler Investments
Tennessee
$210K +$1.55K +5 +0.7%
FWM
1854
Fiat Wealth Management
Minnesota
$210K +$210K +675 New
SFG
1855
Sather Financial Group
Texas
$209K +$209K +671 New
FTDI
1856
First Trust Direct Indexing
Massachusetts
$208K +$208K +670 New
JJBC
1857
James J. Burns & Company
New York
$208K +$208K +666 New
PSFG
1858
Prairie Sky Financial Group
Illinois
$208K +$208K +669 New
ST
1859
Spinnaker Trust
Maine
$208K -$51.9K -167 -20%
PWS
1860
Physician Wealth Solutions
Nevada
$208K +$208K +669 New
CST
1861
Charles Schwab Trust
Nevada
$206K +$206K +664 New
AIA
1862
Alera Investment Advisors
Illinois
$206K +$206K +663 New
FG
1863
Foster Group
Iowa
$206K – – –
LWA
1864
Lowe Wealth Advisors
Maryland
$205K – – –
WIM
1865
Warwick Investment Management
Texas
$205K +$205K +659 New
AFG
1866
Albion Financial Group
Utah
$203K -$4.97K -16 -2%
RS
1867
Retirement Solution
Washington
$202K +$202K +650 New
BHWM
1868
Beaird Harris Wealth Management
Texas
$202K -$622 -2 -0.3%
SC
1869
Stephenson & Company
California
$202K +$202K +650 New
BW
1870
Bison Wealth
Georgia
$202K +$202K +650 New
LA
1871
Legacy Advisors
Pennsylvania
$202K +$202K +649 New
APWM
1872
Atlas Private Wealth Management
New York
$201K +$201K +648 New
LAM
1873
Lifestyle Asset Management
Texas
$201K +$201K +647 New
NBT
1874
Northwest Bank & Trust
Iowa
$201K +$201K +646 New
SNB
1875
Security National Bank
Nebraska
$201K +$201K +645 New
73 74
75
76 77