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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 %
CFA
201
Cahill Financial Advisors
Minnesota
$31.8M +$1.69M +5,429 +6%
AAP
202
Arax Advisory Partners
Colorado
$31.8M -$174K -560 -0.5%
BWM
203
Benchmark Wealth Management
Connecticut
$31.7M -$1.77M -5,693 -5%
JCM
204
Jacobsen Capital Management
Utah
$31.6M -$1.52M -4,878 -5%
EWA
205
Exencial Wealth Advisors
Oklahoma
$31.5M +$15.5M +49,926 +97%
GSIS
206
Global Strategic Investment Solutions
Arizona
$31.2M +$25.8K +83 +0.1%
FHA
207
First Horizon Advisors
Tennessee
$30.8M +$713K +2,295 +2%
NL
208
NWAM LLC
Washington
$30.7M +$5.77M +18,554 +23%
GRA
209
Golden Road Advisors
Florida
$30.6M +$30.6M +98,301 New
SCA
210
Scott Capital Advisors
Oregon
$30.3M -$75.2K -242 -0.2%
CAC
211
Certified Advisory Corp
Florida
$30.2M -$38.9K -125 -0.1%
CAM
212
Clark Asset Management
New Hampshire
$30.1M +$1.57M +5,048 +5%
CWA
213
Cornerstone Wealth Advisors
Minnesota
$30M -$82.4K -265 -0.3%
ASN
214
Advisory Services Network
Georgia
$30M +$4.61M +14,839 +18%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$29.8M +$29.8M +95,888 New
ODIJL
216
One Day In July LLC
Vermont
$29.4M +$992K +3,191 +3%
GG
217
GenWealth Group
New Jersey
$29.3M -$1.25M -4,034 -4%
PA
218
PFG Advisors
Arizona
$29M -$33.6K -108 -0.1%
DC
219
Davenport & Co
Virginia
$29M +$1.4M +4,506 +5%
BSWA
220
Bromfield Sneider Wealth Advisors
Massachusetts
$29M -$665K -2,138 -2%
SB
221
Strategic Blueprint
Georgia
$28.9M +$4.15M +13,336 +17%
RSWM
222
Robertson Stephens Wealth Management
California
$28.8M +$999K +3,214 +4%
DWA
223
Dougherty Wealth Advisers
Minnesota
$28.8M +$4.62M +14,866 +19%
SCP
224
Stevens Capital Partners
Nebraska
$28.8M +$962K +3,094 +3%
CAM
225
Cresset Asset Management
Illinois
$28.2M +$618K +1,988 +2%
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