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Vanguard Growth ETF
VUG

Overview Fund Activity

2,081 hedge funds and large institutions have $75.3B invested in Vanguard Growth ETF in 2024 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 805 increasing their positions, 806 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
+50
Holders Change %
+2.46%
% of All Funds
30.16%
Holding in Top 10
373
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.27%
% of All Funds
5.41%
New
166
Increased
805
Reduced
806
Closed
85
Calls
$74.2M
Puts
$21.6M
Net Calls
+$52.6M
Net Calls Change
+$14.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$613M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$190M
3
BL
Balentine LLC
Georgia
+$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.3M
5
PPFA
Provida Pension Fund Administrator
Chile
+$64.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.31B
2
Goldman Sachs
Goldman Sachs
New York
-$298M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$286M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$259M
5
AWM
AE Wealth Management
Kansas
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRA
1926
Secured Retirement Advisors
Minnesota
$203K +$203K +589 New
HWP
1927
Hibernia Wealth Partners
Louisiana
$202K +$202K +587 New
SC
1928
Stephenson & Company
California
$201K -$22.4K -65 -10%
ORC
1929
O'Rourke & Company
Massachusetts
$201K +$201K +584 New
TWP
1930
Tempus Wealth Planning
California
$200K +$200K +582 New
OWM
1931
OneAscent Wealth Management
Alabama
$200K +$200K +581 New
TIM
1932
Tortoise Investment Management
New York
$192K – – –
WB
1933
Webster Bank
Connecticut
$192K – – –
AF
1934
Arrow Financial
New York
$191K – – –
GM
1935
GeoWealth Management
Illinois
$184K -$562K -1,632 -75%
HR
1936
Howe & Rusling
New York
$180K -$72.6K -211 -29%
JPWM
1937
Jamison Private Wealth Management
Georgia
$179K – – –
CPG
1938
Custom Portfolio Group
Colorado
$172K – – –
MPWT
1939
MassMutual Private Wealth & Trust
Connecticut
$167K +$102K +297 +158%
HWA
1940
Heritage Wealth Advisors
Virginia
$167K +$94.2K +274 +130%
MWA
1941
Moser Wealth Advisors
Washington
$163K +$94.7K +275 +138%
MSFP
1942
Mark Sheptoff Financial Planning
Connecticut
$163K +$68.9K +200 +73%
T
1943
Tidemark
California
$163K +$24.4K +71 +18%
SIC
1944
SJS Investment Consulting
Ohio
$161K +$161K +467 New
MAM
1945
MMA Asset Management
Pennsylvania
$159K +$159K +462 New
AP
1946
Atwood & Palmer
Missouri
$158K -$150K -435 -49%
PP
1947
PrairieView Partners
Minnesota
$158K – – –
SNB
1948
Security National Bank
Nebraska
$155K -$67.1K -195 -30%
HPIA
1949
Hamilton Point Investment Advisors
North Carolina
$154K -$10.3K -30 -6%
MCA
1950
Maryland Capital Advisors
Maryland
$146K +$14.5K +42 +11%
76 77
78
79 80