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Vanguard S&P 500 Growth ETF

165 hedge funds and large institutions have $938M invested in Vanguard S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 165165 (0)

0% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 52

1% less capital invested

Capital invested by funds: $945M → $938M (-$6.91M)

5.31% less ownership

Funds ownership: 208.52%203.21% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
165
Holders Change
Holders Change %
0%
% of All Funds
3.62%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
13
Increased
52
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$149M +$5.15M +189,978 +4%
Bank of America
2
Bank of America
North Carolina
$137M -$397K -14,658 -0.3%
LPL Financial
3
LPL Financial
California
$88.7M -$1.87M -68,862 -2%
Morgan Stanley
4
Morgan Stanley
New York
$60.5M -$695K -25,650 -1%
UBS Group
5
UBS Group
Switzerland
$57M -$982K -36,270 -2%
CCP
6
Corient Capital Partners
California
$45.4M -$3.58M -132,060 -7%
CWM
7
Connecticut Wealth Management
Connecticut
$35.2M -$10.1M -373,962 -22%
Wells Fargo
8
Wells Fargo
California
$33.4M -$116K -4,266 -0.3%
BCA
9
Biltmore Capital Advisors
New Jersey
$27.7M +$2.02M +74,502 +8%
AWM
10
Altium Wealth Management
New York
$25M +$171K +6,330 +0.7%
Ameriprise
11
Ameriprise
Minnesota
$17M -$1.15M -42,624 -6%
SCM
12
Stordahl Capital Management
Colorado
$16.8M -$351K -12,948 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$16.5M +$983K +36,276 +6%
TF
14
Tompkins Financial
New York
$16.5M -$362K -13,350 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$15.7M +$74.8K +2,760 +0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12.7M +$928K +34,272 +8%
AWM
17
AE Wealth Management
Kansas
$8.98M -$50.5K -1,866 -0.6%
MML Investors Services
18
MML Investors Services
Massachusetts
$8.88M -$1.06M -39,090 -11%
SS
19
Simplicity Solutions
Minnesota
$8.4M -$238K -8,778 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.84M +$394K +14,544 +6%
AG
21
Advisor Group
Arizona
$6.83M +$543K +20,064 +9%
PIM
22
Parker Investment Management
California
$6.19M
CG
23
Caprock Group
Idaho
$6.06M -$165K -6,102 -3%
PWP
24
Principle Wealth Partners
Connecticut
$5.77M +$1.06M +39,078 +22%
PAG
25
Private Advisor Group
New Jersey
$5.69M -$132K -4,878 -2%