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Vanguard S&P 500 Growth ETF

435 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+32
Holders Change %
+7.94%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
69
Increased
135
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
276
Kingsview Wealth Management
Oregon
$284K +$284K +931 New
RWA
277
Roberts Wealth Advisors
California
$283K +$283K +954 New
MAM
278
MWA Asset Management
Massachusetts
$281K +$41.4K +136 +17%
UAG
279
United Advisor Group
Ohio
$280K +$280K +918 New
FFA
280
Fragasso Financial Advisors
Pennsylvania
$278K +$305 +1 +0.1%
CHA
281
Cooper/Haims Advisors
New York
$275K
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$273K -$390K -1,277 -59%
VA
283
Vident Advisory
Georgia
$273K
CTC
284
Central Trust Company
Missouri
$271K -$15.2K -50 -5%
SRSA
285
S.R. Schill & Associates
Washington
$271K +$11K +36 +4%
HWMG
286
Hurlow Wealth Management Group
Indiana
$267K
Calamos Advisors
287
Calamos Advisors
Illinois
$266K +$266K +873 New
RIA
288
Regal Investment Advisors
Michigan
$261K +$261K +857 New
GWM
289
Geneos Wealth Management
Colorado
$260K +$84.1K +276 +48%
NAS
290
Nicolet Advisory Services
Wisconsin
$259K
MSAM
291
Moloney Securities Asset Management
Missouri
$259K
SC
292
Sepio Capital
Utah
$257K +$305 +1 +0.1%
KPWS
293
Kestra Private Wealth Services
Texas
$255K +$11.3K +37 +5%
TWM
294
Triton Wealth Management
Arizona
$254K +$254K +864 New
RIA
295
Richwood Investment Advisors
Ohio
$248K
LWM
296
Liberty Wealth Management
California
$247K +$247K +810 New
EWA
297
EP Wealth Advisors
California
$247K +$1.22K +4 +0.5%
JIP
298
Jaffetilchin Investment Partners
Florida
$246K +$9.14K +30 +4%
SVCP
299
Silicon Valley Capital Partners
California
$246K +$305 +1 +0.1%
CIA
300
Cape Investment Advisory
Georgia
$245K +$192K +631 +361%