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Vanguard S&P Small-Cap 600 Growth ETF

110 hedge funds and large institutions have $158M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
33
Closed
4
Calls
$327K
Puts
$843K
Net Calls
-$516K
Net Calls Change
-$762K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.7M +$1.02M +10,311 +8%
LPL Financial
2
LPL Financial
California
$10.3M -$537K -5,420 -5%
Bank of America
3
Bank of America
North Carolina
$9.9M +$152K +1,529 +2%
Ameriprise
4
Ameriprise
Minnesota
$9.45M -$28.1K -283 -0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.76M +$652K +6,575 +8%
Mariner
6
Mariner
Kansas
$8.13M +$825K +8,327 +11%
LWP
7
LMG Wealth Partners
Louisiana
$7.21M +$34.7K +350 +0.5%
Goldman Sachs
8
Goldman Sachs
New York
$5.17M -$54.7K -552 -1%
DWA
9
Dougherty Wealth Advisers
Minnesota
$5.04M +$140K +1,410 +3%
GRP
10
Global Retirement Partners
California
$4.82M +$645K +6,505 +15%
RWP
11
RWA Wealth Partners
Massachusetts
$3.95M -$146K -1,471 -4%
UBS Group
12
UBS Group
Switzerland
$3.78M -$296K -2,983 -7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.45M +$10.4K +105 +0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.38M +$163K +1,643 +5%
SPIA
15
Steward Partners Investment Advisory
New York
$3.23M +$17.7K +179 +0.6%
BONH
16
Bank of New Hampshire
New Hampshire
$3.1M -$97.4K -983 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.08M -$177K -1,790 -5%
PCS
18
Personal CFO Solutions
New Jersey
$2.83M +$64K +646 +2%
RJA
19
Raymond James & Associates
Florida
$2.69M +$99.1K +1,000 +4%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$2.42M -$109K -1,100 -4%
BI
21
Berkeley Inc
Idaho
$2.1M +$2.18K +22 +0.1%
Wells Fargo
22
Wells Fargo
California
$2.08M +$188K +1,901 +10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$143K +1,447 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.84M -$213K -2,145 -10%
PAG
25
Private Advisor Group
New Jersey
$1.8M -$11.7K -118 -0.6%