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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
$8.01B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$5.98B
3
Bank of America
Bank of America
North Carolina
$12.5B
4
Goldman Sachs
Goldman Sachs
New York
$742M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$463M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$22.6M
2
Osaic Holdings
Osaic Holdings
Arizona
$362M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.74B
4
UCFA
United Capital Financial Advisors
Texas
$186M
5
RIA
Retirement Investment Advisors
Oklahoma
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1951
Grand Wealth Management
Michigan
$56.3K – – –
BLC
1952
Brown, Lisle/Cummings
Rhode Island
$54.1K – – –
BAM
1953
Bellevue Asset Management
Washington
$50.8K +$311 +1 +0.6%
SC
1954
SouthState Corp
Florida
$50.4K +$39.8K +128 +376%
MFT
1955
Moisand Fitzgerald Tamayo
Florida
$49.4K -$26.7K -86 -35%
PAI
1956
Pittenger & Anderson Inc
Nebraska
$46.6K -$15.5K -50 -25%
TCM
1957
Tradewinds Capital Management
Washington
$46.6K -$8.71K -28 -16%
MMG
1958
Monetary Management Group
Missouri
$46.6K – – –
BBPWM
1959
Blue Bell Private Wealth Management
Pennsylvania
$45.7K +$2.8K +9 +7%
EWA
1960
Elevate Wealth Advisory
Georgia
$45.1K +$45.1K +145 New
AFS
1961
Annapolis Financial Services
Maryland
$44.8K +$15.9K +51 +55%
MBFW
1962
Morton Brown Family Wealth
Pennsylvania
$44.5K – – –
CICI
1963
Capital Investment Counsel Inc
North Carolina
$44.1K – – –
MWM
1964
Mascoma Wealth Management
New Hampshire
$42.9K – – –
AWM
1965
Avondale Wealth Management
Texas
$41.3K – – –
OCM
1966
Orion Capital Management
California
$39.5K – – –
JWM
1967
Janiczek Wealth Management
Colorado
$38.6K -$5.29K -17 -12%
MIM
1968
MTM Investment Management
South Carolina
$37.3K -$2.8K -9 -7%
TSW
1969
Thompson Siegel & Walmsley
Virginia
$36K – – –
VCM
1970
Versant Capital Management
Arizona
$35.1K – – –
WIA
1971
Wetzel Investment Advisors
Indiana
$35K +$35K +112 New
LFA
1972
Livelsberger Financial Advisory
Ohio
$33K +$33K +106 New
CWM
1973
Compass Wealth Management
Connecticut
$32K – – –
FDP
1974
Financiere des Professionnels
Quebec, Canada
$31.1K – – –
GBT
1975
Grove Bank & Trust
Florida
$31.1K – – –
77 78
79
80 81