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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 %
Bank of New York Mellon
176
Bank of New York Mellon
New York
$537K -$254 -1 -0%
LWP
177
Laurel Wealth Planning
Minnesota
$534K
CWM
178
Cornerstone Wealth Management
Missouri
$530K
CFA
179
CWS Financial Advisors
Michigan
$529K
RWB
180
RMR Wealth Builders
New Jersey
$528K
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$525K +$53.1K +209 +11%
MWA
182
Monograph Wealth Advisors
California
$498K
IP
183
Ignite Planners
California
$498K +$1K +4 +0.2%
PFS
184
Prospera Financial Services
Texas
$491K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$490K +$82.7K +325 +20%
BFA
186
Bragg Financial Advisors
North Carolina
$480K -$34.3K -135 -7%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$475K -$20.6K -81 -4%
LFAS
188
Level Four Advisory Services
Texas
$471K -$165K -649 -26%
PTC
189
Philadelphia Trust Company
Pennsylvania
$471K
MCM
190
MAI Capital Management
Ohio
$463K -$129K -506 -22%
ICG
191
InterOcean Capital Group
Tennessee
$460K +$2.54K +10 +0.6%
AAS
192
Avantax Advisory Services
Texas
$457K +$5.59K +22 +1%
AIC
193
Archer Investment Corporation
Indiana
$456K +$54.1K +213 +13%
AI
194
Accredited Investors
Minnesota
$453K
HSBC Holdings
195
HSBC Holdings
United Kingdom
$451K
WA
196
Wambolt & Associates
Colorado
$450K -$8.13K -32 -2%
BFG
197
Bleakley Financial Group
New Jersey
$447K
JJBC
198
James J. Burns & Company
New York
$444K -$194K -762 -30%
BWA
199
Beam Wealth Advisors
Louisiana
$443K +$81.6K +321 +23%
W
200
Wealthquest
Ohio
$435K