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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
29.78%
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 %
PFM
1876
Phillips Financial Management
Indiana
$200K – – –
AC
1877
AlphaCore Capital
California
$195K -$395K -1,270 -67%
CMP
1878
Coston McIsaac & Partners
Maine
$187K +$311 +1 +0.2%
IF
1879
Integrity Financial
Wyoming
$187K – – –
ICM
1880
Islay Capital Management
Texas
$187K +$187K +600 New
NFA
1881
Northwest Financial Advisors
Virginia
$174K +$174K +561 New
TIM
1882
Tortoise Investment Management
New York
$173K -$6.22K -20 -3%
WB
1883
Webster Bank
Connecticut
$173K – – –
AF
1884
Arrow Financial
New York
$173K – – –
JPWM
1885
Jamison Private Wealth Management
Georgia
$162K – – –
CYG
1886
Clean Yield Group
Vermont
$157K – – –
CPG
1887
Custom Portfolio Group
Colorado
$155K +$155K +500 New
NS
1888
NBC Securities
Alabama
$153K +$16.1K +52 +12%
ACA
1889
Atlas Capital Advisors
Wyoming
$153K +$31.1K +100 +26%
Belvedere Trading
1890
Belvedere Trading
Illinois
$152K -$551K -1,772 -78%
NSIM
1891
North Star Investment Management
Illinois
$149K – – –
HPIA
1892
Hamilton Point Investment Advisors
North Carolina
$148K – – –
SIS
1893
Sound Income Strategies
Florida
$142K +$32.1K +103 +29%
PP
1894
PrairieView Partners
Minnesota
$142K +$13.6K +44 +11%
LPP
1895
Life Planning Partners
Florida
$141K +$141K +454 New
S
1896
Sachetta
Massachusetts
$133K +$133K +429 New
PWMG
1897
Private Wealth Management Group
New Jersey
$132K +$132K +423 New
RCM
1898
Richardson Capital Management
Wisconsin
$131K +$131K +422 New
DSC
1899
Duncker Streett & Co
Missouri
$130K +$311 +1 +0.2%
WAS
1900
Winch Advisory Services
Wisconsin
$129K +$62.2K +200 +93%
74 75
76
77 78