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Vanguard S&P 500 Growth ETF

403 hedge funds and large institutions have $2.96B invested in Vanguard S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 121 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+37
Holders Change %
+10.11%
% of All Funds
5.91%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
63
Increased
121
Reduced
129
Closed
21
Calls
$4.66M
Puts
$244K
Net Calls
+$4.41M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
151
Centaurus Financial
California
$982K +$70.9K +262 +8%
IWC
152
Integrated Wealth Concepts
Massachusetts
$929K -$16.2K -60 -2%
PIM
153
Penobscot Investment Management
Massachusetts
$925K -$51.2K -189 -5%
CB
154
Cadence Bank
Mississippi
$896K -$10.3K -38 -1%
IA
155
Insight Advisors
Pennsylvania
$888K -$5.69K -21 -0.6%
NWM
156
NRI Wealth Management
California
$884K +$884K +3,266 New
TC
157
TownSquare Capital
Utah
$853K +$339K +1,252 +66%
BFG
158
Bleakley Financial Group
New Jersey
$849K -$174K -644 -17%
M&T Bank
159
M&T Bank
New York
$836K +$836K +3,086 New
CFGSD
160
Compass Financial Group (South Dakota)
South Dakota
$834K
SAM
161
Summit Asset Management
Tennessee
$820K
Renaissance Technologies
162
Renaissance Technologies
New York
$812K -$162K -600 -17%
WTFG
163
Wells Trecaso Financial Group
Ohio
$810K +$19.8K +73 +3%
NB
164
Nicolet Bankshares
Wisconsin
$809K
TIAA Trust, National Association
165
TIAA Trust, National Association
North Carolina
$807K -$571K -2,110 -41%
William Blair & Company
166
William Blair & Company
Illinois
$803K +$20.6K +76 +3%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$795K -$16K -59 -2%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$790K +$790K +2,916 New
IAG
169
Investment Advisory Group
Massachusetts
$751K +$4.6K +17 +0.6%
PWMAG
170
Pinnacle Wealth Management Advisory Group
New Jersey
$718K
PA
171
Pinnacle Associates
New York
$718K
MWM
172
Modera Wealth Management
New Jersey
$709K +$271 +1 +0%
BRWA
173
B. Riley Wealth Advisors
Florida
$706K -$207K -766 -23%
AAS
174
Avantax Advisory Services
Texas
$683K +$117K +431 +21%
WIP
175
WealthCare Investment Partners
Rhode Island
$683K +$4.3K +16 +0.6%