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Vanguard S&P 500 Growth ETF

366 hedge funds and large institutions have $2.44B invested in Vanguard S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 117 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.84%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
117
Reduced
104
Closed
28
Calls
$8.1M
Puts
$173K
Net Calls
+$7.92M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
301
SOA Wealth Advisors
New York
$60.5K
AWM
302
Avior Wealth Management
Nebraska
$58K
CPG
303
Cornerstone Planning Group
New Jersey
$54.4K
BC
304
Bartlett & Co
Ohio
$53K
BCWM
305
Bartlett & Co Wealth Management
Ohio
$53K
RIA
306
Realta Investment Advisors
Delaware
$50.8K -$48.3K -190 -49%
ADL
307
Asset Dedication LLC
California
$50K
NMG
308
New Millennium Group
Utah
$49.6K
PAIM
309
Punch & Associates Investment Management
Minnesota
$46.9K
USB
310
Union Savings Bank
Connecticut
$46.9K
GWSA
311
Global Wealth Strategies & Associates
Colorado
$43.2K +$43.2K +175 New
AA
312
AlphaMark Advisors
Kentucky
$43K
GEA
313
Glen Eagle Advisors
New Jersey
$42.6K +$3.45K +14 +9%
JFG
314
JDM Financial Group
Texas
$39.5K
LFA
315
Level Financial Advisors
New York
$37K
PMFA
316
Plante Moran Financial Advisors
Michigan
$36.5K +$2.96K +12 +9%
CSWM
317
Cassady Schiller Wealth Management
Ohio
$33.1K
JWM
318
Janiczek Wealth Management
Colorado
$30.4K
CFGS
319
Concourse Financial Group Securities
Alabama
$29.7K -$41.6K -168 -58%
BC
320
Barrett & Company
Rhode Island
$29K
CIA
321
Cape Investment Advisory
Georgia
$26.9K
UB
322
UMB Bank
Missouri
$23.7K
CA
323
Clearstead Advisors
Ohio
$22.3K +$11.2K +45 +100%
FHA
324
First Horizon Advisors
Tennessee
$20K
MHR
325
Matthew Hamilton Rosenberg
$18.8K