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Vanguard S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
SWM
Shakespeare Wealth Management
Wisconsin
+$20.1M
2
Ameriprise
Ameriprise
Minnesota
+$15.5M
3
Morgan Stanley
Morgan Stanley
New York
+$13.5M
4
LPL Financial
LPL Financial
California
+$7.28M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.37M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$44.2M
2
GS
GTS Securities
New York
-$8.02M
3
CWC
Carolinas Wealth Consulting
North Carolina
-$4.33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.58M
5
PAS
Park Avenue Securities
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
201
Private Advisory Group
Washington
$441K +$106K +428 +31%
AI
202
Accredited Investors
Minnesota
$441K – – –
JJBC
203
James J. Burns & Company
New York
$432K +$987 +4 +0.2%
W
204
Wealthquest
Ohio
$423K – – –
FCH
205
Freestone Capital Holdings
Washington
$420K +$420K +1,701 New
DWM
206
Dopkins Wealth Management
New York
$415K -$4.69K -19 -1%
GT
207
Greenleaf Trust
Michigan
$413K – – –
NHC
208
Nicholas Hoffman & Company
Georgia
$413K – – –
GIA
209
Gladstone Institutional Advisory
Florida
$399K +$75.5K +306 +23%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$393K -$68.1K -276 -15%
DWP
211
Daymark Wealth Partners
Ohio
$392K +$392K +1,587 New
WA
212
Wambolt & Associates
Colorado
$390K -$49.1K -198 -11%
Citigroup
213
Citigroup
New York
$380K +$59K +239 +18%
NFC
214
Northeast Financial Consultants
Connecticut
$378K +$987 +4 +0.3%
BFPW
215
BOK Financial Private Wealth
Colorado
$373K -$3.47K -14 -0.9%
AGA
216
Arkos Global Advisors
Texas
$370K -$1.73K -7 -0.5%
CHA
217
Cooper/Haims Advisors
New York
$357K -$481K -1,947 -57%
RMCM
218
Reynders McVeigh Capital Management
Massachusetts
$356K -$18.5K -75 -5%
AWM
219
Axxcess Wealth Management
California
$354K +$354K +1,435 New
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$350K +$247 +1 +0.1%
UCFA
221
United Capital Financial Advisors
Texas
$350K -$16.5K -67 -5%
WWM
222
Western Wealth Management
Colorado
$344K -$40.7K -165 -11%
D
223
Dentgroup
Louisiana
$333K – – –
CIC
224
Carnegie Investment Counsel
Ohio
$323K – – –
HWM
225
HB Wealth Management
Georgia
$317K -$1.98K -8 -0.6%
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9
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