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Vanguard S&P 500 Growth ETF

222 hedge funds and large institutions have $1.33B invested in Vanguard S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $1.18B → $1.33B (+$155M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 211222 (+11)

3% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 65

3.15% less ownership

Funds ownership: 189.38%186.23% (-3.2%)

Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
28
Increased
67
Reduced
65
Closed
15
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
$295M -$579K -17,028 -0.2%
Bank of America
2
Bank of America
North Carolina
$166M -$14.9M -437,112 -8%
Morgan Stanley
3
Morgan Stanley
New York
$85.5M -$1.66M -48,732 -2%
LPL Financial
4
LPL Financial
California
$79.5M -$2.48M -72,858 -3%
UBS Group
5
UBS Group
Switzerland
$75M -$5.81M -170,910 -7%
GAG
6
GM Advisory Group
New York
$57.7M +$35M +1,030,608 +163%
CCP
7
Corient Capital Partners
California
$56M -$1.27M -37,494 -2%
Wells Fargo
8
Wells Fargo
California
$47.4M -$1.55M -45,588 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.9M -$1.93M -56,700 -6%
AWM
10
Altium Wealth Management
New York
$29.9M -$741K -21,792 -2%
Ameriprise
11
Ameriprise
Minnesota
$28.6M -$16.2M -476,562 -37%
CWM
12
Connecticut Wealth Management
Connecticut
$20M +$19.6M +575,892 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$18.9M -$1.19M -35,076 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$18.8M +$1.15M +33,924 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13M -$1.08M -31,752 -8%
EH
16
Equitable Holdings
New York
$12.2M -$64.3K -1,890 -0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$12.1M +$4.69M +138,066 +66%
EFS
18
Essex Financial Services
Connecticut
$10.6M +$860K +25,278 +9%
SCM
19
Stordahl Capital Management
Colorado
$10.6M -$372K -10,938 -3%
MMA
20
Miracle Mile Advisors
California
$10.3M +$8.57M +251,958 +555%
EF
21
Empowered Funds
Pennsylvania
$9.85M +$9.64M +283,614 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.45M -$43.7K -1,284 -0.5%
BCA
23
Biltmore Capital Advisors
New Jersey
$8.54M -$4.89M -143,886 -37%
PAG
24
Private Advisor Group
New Jersey
$8.09M +$222K +6,522 +3%
CG
25
Caprock Group
Idaho
$7.61M +$25.7K +756 +0.3%