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Vanguard S&P 500 Growth ETF

165 hedge funds and large institutions have $938M invested in Vanguard S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 165165 (0)

0% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 52

1% less capital invested

Capital invested by funds: $945M → $938M (-$6.91M)

5.31% less ownership

Funds ownership: 208.52%203.21% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
165
Holders Change
Holders Change %
0%
% of All Funds
3.62%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
13
Increased
52
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
151
Mark Sheptoff Financial Planning
Connecticut
$16K
SF
152
Synovus Financial
Georgia
$15K +$163 +6 +1%
1NWS
153
1 North Wealth Services
Maryland
$15K +$15.4K +570 New
HFM
154
Hartford Financial Management
Connecticut
$9K
BL
155
Balentine LLC
Georgia
$9K +$8.94K +330 New
AIM
156
Anchor Investment Management
South Carolina
$8.89K +$3.25K +120 +57%
GSWM
157
Golden State Wealth Management
California
$8K
GRP
158
Global Retirement Partners
California
$6K -$142K -5,256 -96%
APA
159
American Portfolios Advisors
New York
$4.37K
AP
160
Atwood & Palmer
Missouri
$4K
APC
161
Aspire Private Capital
North Carolina
$3K
FRA
162
Front Row Advisors
California
$2K
OIA
163
Optimum Investment Advisors
Illinois
$2K
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$647
GT
165
Glenmede Trust
Pennsylvania
$46
SWP
166
Strategic Wealth Partners
Ohio
$12 +$12.8K +474 New
MWM
167
Meridian Wealth Management
Kentucky
-$11.9K -44,406 Closed
Renaissance Technologies
168
Renaissance Technologies
New York
-$564K -21,000 Closed
Mariner
169
Mariner
Kansas
-$495K -18,432 Closed
FTS
170
Fifth Third Securities
Ohio
-$448K -16,662 Closed
CFA
171
Cahill Financial Advisors
Minnesota
-$299K -11,106 Closed
AP
172
Advisor Partners
California
-$235K -8,742 Closed
CIC
173
Carnegie Investment Counsel
Ohio
-$226K -8,430 Closed
CF
174
Centaurus Financial
California
-$159K -5,910 Closed
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
-$152K -5,664 Closed