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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 %
DWM
201
Dopkins Wealth Management
New York
$432K -$112K -442 -21%
GT
202
Greenleaf Trust
Michigan
$426K
NHC
203
Nicholas Hoffman & Company
Georgia
$425K
MFG
204
MidWestOne Financial Group
Iowa
$412K
HI
205
Harbour Investments
Wisconsin
$411K
GCP
206
GSA Capital Partners
United Kingdom
$407K +$407K +1,600 New
PFO
207
Pathstone Family Office
New Jersey
$397K
WWM
208
Western Wealth Management
Colorado
$396K -$10.9K -43 -3%
NFC
209
Northeast Financial Consultants
Connecticut
$388K
BFPW
210
BOK Financial Private Wealth
Colorado
$387K
RMCM
211
Reynders McVeigh Capital Management
Massachusetts
$386K -$50.9K -200 -12%
AGA
212
Arkos Global Advisors
Texas
$382K
UCFA
213
United Capital Financial Advisors
Texas
$377K -$17K -67 -4%
CA
214
Calton & Associates
Florida
$375K +$62.2K +245 +20%
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
$360K +$50.8K +200 +16%
PAG
216
Private Advisory Group
Washington
$346K -$170K -670 -33%
PFA
217
Pinnacle Family Advisors
Missouri
$344K +$344K +1,355 New
V
218
Veritable
Delaware
$344K -$122K -482 -26%
D
219
Dentgroup
Louisiana
$343K
GIA
220
Gladstone Institutional Advisory
Florida
$333K +$508 +2 +0.2%
CIC
221
Carnegie Investment Counsel
Ohio
$333K -$254 -1 -0.1%
Citigroup
222
Citigroup
New York
$330K +$65K +256 +25%
HWM
223
HB Wealth Management
Georgia
$329K -$408K -1,607 -55%
GRP
224
Global Retirement Partners
California
$328K +$130K +510 +65%
PWG
225
Portside Wealth Group
Utah
$316K +$316K +1,243 New