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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
1
Morgan Stanley
New York
$8.01B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$5.98B
3
Bank of America
3
Bank of America
North Carolina
$12.5B
4
Goldman Sachs
4
Goldman Sachs
New York
$742M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$463M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$22.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$362M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.74B
4
UCFA
4
United Capital Financial Advisors
Texas
$186M
5
RIA
5
Retirement Investment Advisors
Oklahoma
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
FOFP
176
Fee-Only Financial Planning
South Carolina
$38M -$170K -548 -0.4%
SIA
177
Strategic Investment Advisors
Michigan
$37.8M +$2.11M +6,798 +6%
TF
178
Trek Financial
Arizona
$37.7M -$2.27M -7,301 -6%
SFWA
179
Summit Financial Wealth Advisors
Louisiana
$37.3M -$1.55M -4,982 -4%
MWC
180
MBM Wealth Consultants
Missouri
$37.1M -$690K -2,113 -2%
CWM
181
Connecticut Wealth Management
Connecticut
$37.1M +$1.17M +3,760 +3%
PWP
182
Principle Wealth Partners
Connecticut
$36.7M +$839K +2,698 +2%
BWM
183
Brickley Wealth Management
California
$36.4M +$61.2K +197 +0.2%
ACA
184
Affinity Capital Advisors
California
$35.9M +$2.78M +8,952 +8%
AC
185
ASB Consultores
Florida
$35.7M +$30.2M +97,068 +548%
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$35.4M +$4.72M +17,979 +15%
EWP
187
Engrave Wealth Partners
Texas
$35.4M +$14.6M +47,063 +70%
BDWCC
188
B&D White Capital Company
Texas
$34.8M +$89.2K +287 +0.3%
PPP
189
Private Portfolio Partners
New Jersey
$34.6M +$186K +597 +0.5%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$34.5M +$33.7M +110,207 +3,994%
SI
191
Stephens Inc
Arkansas
$33.6M +$918K +2,952 +3%
SAM
192
SP Asset Management
California
$33.1M +$1.36M +4,359 +4%
AIS
193
American Investment Services
Massachusetts
$33M -$114K -366 -0.3%
GG
194
Gleason Group
Kentucky
$32.7M -$111K -357 -0.3%
MFG
195
Magnus Financial Group
New York
$32.6M +$1.28M +4,104 +4%
SAM
196
Silvercrest Asset Management
New York
$32.5M +$3.9M +12,549 +14%
WFM
197
Wolff Financial Management
Michigan
$32.4M -$531K -1,707 -2%
ACS
198
Archford Capital Strategies
Illinois
$31.9M +$2.48M +7,967 +8%
AA
199
Axiom Advisory
California
$31.9M -$88K -283 -0.3%
FWP
200
Falcon Wealth Planning
California
$31.9M -$8.98M -28,877 -22%
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