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Vanguard S&P 500 Growth ETF

366 hedge funds and large institutions have $2.44B invested in Vanguard S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 117 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.84%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
117
Reduced
104
Closed
28
Calls
$8.1M
Puts
$173K
Net Calls
+$7.92M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
RWB
176
RMR Wealth Builders
New Jersey
$567K +$56.3K +228 +11%
Cerity Partners
177
Cerity Partners
New York
$563K -$466K -1,886 -45%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$557K +$57.8K +223 +12%
I2I
179
Insight 2811 Inc
Illinois
$550K +$3.21K +13 +0.6%
BONH
180
Bank of New Hampshire
New Hampshire
$527K -$5.43K -22 -1%
LWP
181
Laurel Wealth Planning
Minnesota
$518K
AAS
182
Avantax Advisory Services
Texas
$516K +$72.1K +292 +16%
CFA
183
CWS Financial Advisors
Michigan
$514K
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$504K -$5.68K -23 -1%
CWM
185
Cornerstone Wealth Management
Missouri
$494K -$21.2K -86 -4%
IP
186
Ignite Planners
California
$491K +$1.23K +5 +0.3%
Fisher Asset Management
187
Fisher Asset Management
Washington
$489K +$489K +1,981 New
MWA
188
Monograph Wealth Advisors
California
$484K
PFS
189
Prospera Financial Services
Texas
$477K
ASN
190
Advisory Services Network
Georgia
$471K -$1.08M -4,365 -70%
TC
191
TownSquare Capital
Utah
$468K -$478K -1,937 -51%
Bank of New York Mellon
192
Bank of New York Mellon
New York
$460K -$61.7K -250 -12%
LFAS
193
Level Four Advisory Services
Texas
$459K +$1.23K +5 +0.3%
BFA
194
Bragg Financial Advisors
North Carolina
$459K -$7.9K -32 -2%
PTC
195
Philadelphia Trust Company
Pennsylvania
$458K
MCM
196
MAI Capital Management
Ohio
$450K
ICG
197
InterOcean Capital Group
Tennessee
$447K
BWA
198
Beam Wealth Advisors
Louisiana
$446K +$15.1K +61 +3%
HSBC Holdings
199
HSBC Holdings
United Kingdom
$445K
AIC
200
Archer Investment Corporation
Indiana
$443K