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Vanguard S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$335M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.9M
3
Bank of America
3
Bank of America
North Carolina
$170M
4
TPCW
4
TD Private Client Wealth
New York
$25.7M
5
Mariner
5
Mariner
Kansas
$42.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$69.5M
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$261K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.7M
4
Ameriprise
4
Ameriprise
Minnesota
$111M
5
1WM
5
1900 Wealth Management
Texas
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
176
Private Trust Company
Ohio
$662K -$54.7K -202 -8%
SC
177
Sierra Capital
Florida
$656K -$40.1K -148 -6%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$650K -$81.8K -302 -11%
SF
179
Synovus Financial
Georgia
$641K – – –
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$621K +$67.7K +250 +12%
DWP
181
Daymark Wealth Partners
Ohio
$615K +$185K +683 +43%
GL
182
Graypoint LLC
New York
$603K -$76.1K -281 -11%
Vanguard Group
183
Vanguard Group
Pennsylvania
$597K +$597K +2,205 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$588K +$269K +995 +85%
LWP
185
Laurel Wealth Planning
Minnesota
$569K – – –
SWM
186
Spire Wealth Management
Virginia
$568K +$307K +1,097 +118%
CWM
187
Cornerstone Wealth Management
Missouri
$567K +$25.5K +94 +5%
CFA
188
CWS Financial Advisors
Michigan
$565K +$1.08K +4 +0.2%
RA
189
Rodgers & Associates
Pennsylvania
$548K -$122K -449 -18%
IP
190
Ignite Planners
California
$531K +$1.33K +5 +0.3%
MCM
191
MidAtlantic Capital Management
Virginia
$531K +$531K +3,030 New
MWA
192
Monograph Wealth Advisors
California
$529K – – –
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$509K -$75.4K -277 -13%
PTC
194
Philadelphia Trust Company
Pennsylvania
$502K – – –
LFAS
195
Level Four Advisory Services
Texas
$500K -$3.25K -12 -0.6%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$496K -$9.21K -34 -2%
MCM
197
MAI Capital Management
Ohio
$495K +$1.63K +6 +0.3%
BFA
198
Bragg Financial Advisors
North Carolina
$494K -$9.48K -35 -2%
ICG
199
InterOcean Capital Group
Tennessee
$490K – – –
BWA
200
Beam Wealth Advisors
Louisiana
$486K -$2.44K -9 -0.5%
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