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Vanguard S&P 500 Growth ETF

435 hedge funds and large institutions have $3.1B invested in Vanguard S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+32
Holders Change %
+7.94%
% of All Funds
6.31%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
69
Increased
135
Reduced
116
Closed
30
Calls
$11.2M
Puts
$2.46M
Net Calls
+$8.78M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
201
Daymark Wealth Partners
Ohio
$628K -$63.7K -209 -9%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$625K -$107K -350 -15%
IP
203
Ignite Planners
California
$609K +$610 +2 +0.1%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$600K +$29K +95 +5%
MWA
205
Monograph Wealth Advisors
California
$596K
ASN
206
Advisory Services Network
Georgia
$571K +$121K +397 +27%
SWA
207
Sax Wealth Advisors
New Jersey
$567K +$322K +1,055 +131%
RA
208
Rodgers & Associates
Pennsylvania
$561K -$56.4K -185 -9%
MCM
209
MAI Capital Management
Ohio
$559K +$2.13K +7 +0.4%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$558K +$609 +2 +0.1%
AIC
211
Archer Investment Corporation
Indiana
$547K
BWA
212
Beam Wealth Advisors
Louisiana
$546K -$1.22K -4 -0.2%
AI
213
Accredited Investors
Minnesota
$544K +$305 +1 +0.1%
FPAS
214
Focus Partners Advisor Solutions
Missouri
$533K +$216K +709 +68%
IWM
215
IHT Wealth Management
Illinois
$533K +$248K +815 +87%
EWM
216
Evermay Wealth Management
Virginia
$527K +$527K +1,729 New
W
217
Wealthquest
Ohio
$522K
CB
218
Cadence Bank
Mississippi
$520K -$488K -1,603 -48%
FCH
219
Freestone Capital Holdings
Washington
$518K
PFS
220
Prospera Financial Services
Texas
$516K
GT
221
Greenleaf Trust
Michigan
$510K
NHC
222
Nicholas Hoffman & Company
Georgia
$510K
CB
223
Commerce Bank
Missouri
$502K +$125K +411 +33%
BONH
224
Bank of New Hampshire
New Hampshire
$501K
LFAS
225
Level Four Advisory Services
Texas
$500K