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Vanguard S&P Small-Cap 600 Growth ETF

102 hedge funds and large institutions have $143M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
27
Closed
7
Calls
$246K
Puts
Net Calls
+$246K
Net Calls Change
+$246K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.1M -$2.33M -24,583 -16%
LPL Financial
2
LPL Financial
California
$10.4M -$84.8K -895 -0.8%
Bank of America
3
Bank of America
North Carolina
$9.32M -$90.1K -951 -1%
Ameriprise
4
Ameriprise
Minnesota
$9.06M -$905K -9,548 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.75M +$753K +7,945 +11%
Mariner
6
Mariner
Kansas
$6.98M +$54.4K +574 +0.8%
LWP
7
LMG Wealth Partners
Louisiana
$6.86M +$289K +3,050 +4%
Goldman Sachs
8
Goldman Sachs
New York
$5M -$49.3K -520 -1%
DWA
9
Dougherty Wealth Advisers
Minnesota
$4.69M -$26K -274 -0.6%
RWP
10
RWA Wealth Partners
Massachusetts
$3.92M -$167K -1,760 -4%
UBS Group
11
UBS Group
Switzerland
$3.89M -$57.4K -606 -1%
GRP
12
Global Retirement Partners
California
$3.82M +$3.8M +41,980 +29,986%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.29M +$86.9K +917 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.12M +$2.29M +24,200 +279%
SPIA
15
Steward Partners Investment Advisory
New York
$3.07M +$341K +3,596 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.07M +$46.7K +493 +2%
BONH
17
Bank of New Hampshire
New Hampshire
$3.05M +$187K +1,972 +7%
PCS
18
Personal CFO Solutions
New Jersey
$2.64M +$81.8K +863 +3%
RJA
19
Raymond James & Associates
Florida
$2.48M +$66.4K +701 +3%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$2.41M +$20.7K +218 +0.9%
BI
21
Berkeley Inc
Idaho
$2.01M -$28K -296 -1%
Wells Fargo
22
Wells Fargo
California
$1.81M +$108K +1,142 +6%
PAG
23
Private Advisor Group
New Jersey
$1.73M +$1.73M +18,228 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.69M +$188K +1,986 +12%
PMG
25
ProVise Management Group
Florida
$1.48M +$342K +3,607 +30%