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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 %
SN
1976
Sittner & Nelson
Oregon
$31.1K – – –
RMC
1977
Resources Management Corp
Connecticut
$31K – – –
AI
1978
Arvest Investments
Arkansas
$30.5K +$30.5K +98 New
AIM
1979
ARK Investment Management
Florida
$30.1K +$12.7K +41 +73%
CIA
1980
Cape Investment Advisory
Georgia
$29.9K -$789K -2,538 -96%
NECFA
1981
New England Capital Financial Advisors
Connecticut
$29.7K – – –
BCM
1982
Bourgeon Capital Management
Connecticut
$29K – – –
BWP
1983
Baldwin Wealth Partners
Massachusetts
$28.9K – – –
UIA
1984
Ulland Investment Advisors
Minnesota
$28K – – –
NRG
1985
Nemes Rush Group
Michigan
$27K – – –
SFC
1986
SYM Financial Corp
Indiana
$27K +$1.55K +5 +6%
Allspring Global Investments
1987
Allspring Global Investments
North Carolina
$27K +$27K +87 New
KWAG
1988
Kiely Wealth Advisory Group
North Carolina
$26.9K +$26.9K +83 New
DCM
1989
Davis Capital Management
Florida
$23.9K +$23.9K +77 New
LFA
1990
Legend Financial Advisors
Pennsylvania
$22.1K – – –
LF
1991
Lee Financial
Texas
$20.8K – – –
BNP Paribas Financial Markets
1992
BNP Paribas Financial Markets
France
$19.9K +$19.9K +64 New
EW
1993
Element Wealth
Mississippi
$19.6K – – –
VL
1994
Vima LLC
Michigan
$18.7K +$18.7K +60 New
CP
1995
Castleview Partners
Texas
$18K +$6.53K +21 +57%
AWM
1996
AllSquare Wealth Management
New York
$17.4K – – –
RP
1997
Rice Partnership
Hawaii
$15.9K +$15.9K +51 New
GGI
1998
Godsey & Gibb Inc
Virginia
$15.5K -$2.18K -7 -12%
TIM
1999
Thompson Investment Management
Wisconsin
$15.5K – – –
GG
2000
Greenwood Gearhart
Arkansas
$15.5K +$15.5K +50 New
78 79
80
81 82