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Vanguard S&P 500 Growth ETF

349 hedge funds and large institutions have $2.21B invested in Vanguard S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
103
Reduced
111
Closed
38
Calls
$6.67M
Puts
$247K
Net Calls
+$6.42M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$369K +$2.54K +11 +0.7%
AIC
202
Archer Investment Corporation
Indiana
$364K
PFO
203
Pathstone Family Office
New Jersey
$360K -$233K -1,013 -39%
UCFA
204
United Capital Financial Advisors
Texas
$357K -$321K -1,394 -47%
NFC
205
Northeast Financial Consultants
Connecticut
$352K +$1.15K +5 +0.3%
BFPW
206
BOK Financial Private Wealth
Colorado
$350K +$8.3K +36 +2%
AGA
207
Arkos Global Advisors
Texas
$347K
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$345K +$139K +601 +67%
Lido Advisors
209
Lido Advisors
California
$332K +$332K +1,439 New
BWA
210
Beam Wealth Advisors
Louisiana
$328K +$922 +4 +0.3%
LW
211
Lauer Wealth
Indiana
$318K +$318K +1,373 New
HF
212
Halpern Financial
Virginia
$311K
D
213
Dentgroup
Louisiana
$311K
HGERS
214
Householder Group Estate & Retirement Specialist
Arizona
$309K +$309K +1,339 New
JIC
215
Johnson Investment Counsel
Ohio
$306K +$2.77K +12 +0.9%
GIA
216
Gladstone Institutional Advisory
Florida
$302K -$2.54K -11 -0.8%
CIC
217
Carnegie Investment Counsel
Ohio
$302K +$4.84K +21 +2%
PI
218
PFG Investments
New York
$290K +$290K +1,259 New
FCA
219
FinTrust Capital Advisors
South Carolina
$289K
SC
220
Scotia Capital
Ontario, Canada
$288K -$1.27M -5,490 -81%
CB
221
Commerce Bank
Missouri
$285K
LA
222
Lane & Associates
New Jersey
$285K -$18.9K -82 -6%
CA
223
Calton & Associates
Florida
$284K -$22.4K -97 -7%
CG
224
Colony Group
Massachusetts
$281K -$219K -950 -44%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$281K +$21K +91 +8%