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Vanguard S&P 500 Growth ETF

222 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $1.18B → $1.33B (+$155M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 211222 (+11)

3% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 65

3.15% less ownership

Funds ownership: 189.38%186.23% (-3.2%)

Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
28
Increased
67
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Pinnacle Associates
New York
$672K -$454K -13,350 -41%
PWMAG
102
Pinnacle Wealth Management Advisory Group
New Jersey
$672K -$454K -13,350 -41%
SAM
103
Summit Asset Management
Tennessee
$665K
HF
104
Halpern Financial
Virginia
$647K +$44.1K +1,296 +7%
AIC
105
Ameritas Investment Company
Nebraska
$637K
WP
106
WealthSource Partners
California
$620K +$607K +17,856 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$589K -$24.1K -708 -4%
ATC
108
Argent Trust Co
Tennessee
$577K +$97.9K +2,880 +21%
APA
109
American Portfolios Advisors
New York
$576K +$300K +8,832 +114%
TWM
110
Triton Wealth Management
Arizona
$569K -$33.7K -990 -6%
NAS
111
Nicolet Advisory Services
Wisconsin
$568K
BFPW
112
BOK Financial Private Wealth
Colorado
$533K +$107K +3,156 +26%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$529K -$30.6K -900 -6%
SVCP
114
Silicon Valley Capital Partners
California
$525K +$1.02K +30 +0.2%
OC
115
Oppenheimer & Co
New York
$508K
SAM
116
Secure Asset Management
Michigan
$506K +$495K +14,550 New
WA
117
Wambolt & Associates
Colorado
$503K +$11.2K +330 +2%
CCM
118
Cribstone Capital Management
Maine
$490K +$7.14K +210 +2%
ONB
119
Old National Bancorp
Indiana
$466K +$4.49K +132 +1%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$456K +$12K +354 +3%
TCWM
121
Total Clarity Wealth Management
Illinois
$453K +$9.59K +282 +2%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$447K +$73.6K +2,166 +20%
BRWA
123
B. Riley Wealth Advisors
Florida
$420K +$208K +6,108 +92%
MA
124
Mutual Advisors
Nebraska
$408K +$25.9K +762 +7%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$400K -$26.5K -780 -6%