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Vanguard S&P 500 Growth ETF

435 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+32
Holders Change %
+7.94%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
69
Increased
135
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Shares
Change %
ESB
151
Essex Savings Bank
Connecticut
$1.18M
PA
152
PFG Advisors
Arizona
$1.16M -$1.04M -3,398 -47%
HNW
153
High Note Wealth
Minnesota
$1.15M
TA
154
Tactive Advisors
Florida
$1.15M +$1.15M +3,774 New
BCI
155
Brinker Capital Investments
Pennsylvania
$1.11M +$719K +2,360 +182%
OPS
156
Orion Portfolio Solutions
Nebraska
$1.11M +$719K +2,360 +182%
WI
157
Wintrust Investments
Illinois
$1.11M
KWA
158
Kingswood Wealth Advisors
California
$1.1M -$143K -468 -11%
Cerity Partners
159
Cerity Partners
New York
$1.06M -$713K -2,341 -40%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$1.04M -$171K -560 -14%
Vanguard Group
161
Vanguard Group
Pennsylvania
$1.04M +$371K +1,218 +55%
PIM
162
Penobscot Investment Management
Massachusetts
$1.04M +$914 +3 +0.1%
IA
163
Insight Advisors
Pennsylvania
$995K -$4.57K -15 -0.5%
CFGSD
164
Compass Financial Group (South Dakota)
South Dakota
$938K
AWM
165
AE Wealth Management
Kansas
$932K -$1M -3,295 -52%
SAM
166
Summit Asset Management
Tennessee
$923K
William Blair & Company
167
William Blair & Company
Illinois
$917K +$14K +46 +2%
TIAA Trust, National Association
168
TIAA Trust, National Association
North Carolina
$909K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$902K -$296K -972 -25%
TRCT
170
Tower Research Capital (TRC)
New York
$901K +$898K +2,947 +29,470%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$895K +$6.4K +21 +0.7%
NB
172
Nicolet Bankshares
Wisconsin
$884K -$25.6K -84 -3%
IWC
173
Integrated Wealth Concepts
Massachusetts
$874K -$172K -564 -16%
AAS
174
Avantax Advisory Services
Texas
$851K +$81.7K +268 +11%
IAG
175
Investment Advisory Group
Massachusetts
$846K +$610 +2 +0.1%