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Vanguard S&P 500 Growth ETF

364 hedge funds and large institutions have $2.48B invested in Vanguard S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+15
Holders Change %
+4.3%
% of All Funds
5.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
39
Increased
86
Reduced
114
Closed
20
Calls
$6.44M
Puts
$200K
Net Calls
+$6.24M
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
151
Mutual Advisors
Nebraska
$793K -$16.3K -64 -2%
EWA
152
Encompass Wealth Advisors
Oregon
$788K +$130K +513 +20%
CFGSD
153
Compass Financial Group (South Dakota)
South Dakota
$782K
TF
154
TIAA FSB
Florida
$770K -$22.9K -90 -3%
SAM
155
Summit Asset Management
Tennessee
$770K
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$710K -$85.1K -335 -11%
MWM
157
Modera Wealth Management
New Jersey
$707K
OPS
158
Orion Portfolio Solutions
Nebraska
$705K +$23.1K +91 +3%
BCI
159
Brinker Capital Investments
Pennsylvania
$705K +$23.1K +91 +3%
IAG
160
Investment Advisory Group
Massachusetts
$699K +$17.5K +69 +3%
PWMAG
161
Pinnacle Wealth Management Advisory Group
New Jersey
$673K
PA
162
Pinnacle Associates
New York
$673K
SC
163
Sierra Capital
Florida
$652K +$13.5K +53 +2%
AAS
164
Ameritas Advisory Services
Nebraska
$648K -$317K -1,263 -33%
RA
165
Rodgers & Associates
Pennsylvania
$645K -$17.8K -70 -3%
WIP
166
WealthCare Investment Partners
Rhode Island
$641K +$183K +722 +40%
GL
167
Graypoint LLC
New York
$636K +$125K +490 +24%
WTFG
168
Wells Trecaso Financial Group
Ohio
$634K +$85.4K +336 +16%
PTC
169
Private Trust Company
Ohio
$616K -$3.05K -12 -0.5%
SF
170
Synovus Financial
Georgia
$601K
JIC
171
Johnson Investment Counsel
Ohio
$597K +$259K +1,020 +77%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$588K +$156K +615 +36%
I2I
173
Insight 2811 Inc
Illinois
$563K +$563K +2,214 New
CF
174
Centaurus Financial
California
$555K -$52K -205 -9%
BONH
175
Bank of New Hampshire
New Hampshire
$548K