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Vanguard Growth ETF

1,670 hedge funds and large institutions have $56.1B invested in Vanguard Growth ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 587 increasing their positions, 496 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,670
Holders Change
+247
Holders Change %
+17.36%
% of All Funds
25.79%
Holding in Top 10
296
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+25.42%
% of All Funds
4.57%
New
330
Increased
587
Reduced
496
Closed
59
Calls
$32.7M
Puts
$43.8M
Net Calls
-$11.2M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
326
Lake Street Private Wealth
Illinois
$12.3M +$289K +900 +2%
MA
327
MONECO Advisors
Connecticut
$12.2M -$258K -911 -2%
TYCC
328
Texas Yale Capital Corp
Florida
$12.1M +$35.9K +112 +0.3%
KCM
329
Kennicott Capital Management
California
$12.1M +$335K +1,044 +3%
MSA
330
McAlister Sweet & Associates
Texas
$12.1M +$12.1M +37,644 New
RIA
331
Regal Investment Advisors
Michigan
$12M -$1.26M -3,922 -9%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$12M +$1.9M +5,936 +19%
CPFP
333
Clear Perspectives Financial Planning
Ohio
$11.9M -$390K -1,216 -3%
EWA
334
Exencial Wealth Advisors
Oklahoma
$11.6M +$11.6M +36,232 New
KMWM
335
Keudell/Morrison Wealth Management
Oregon
$11.6M +$10.8M +33,615 +1,339%
SWA
336
Safir Wealth Advisors
New Hampshire
$11.6M -$359K -1,120 -3%
PPA
337
Parametric Portfolio Associates
Washington
$11.5M -$9.17M -28,581 -44%
WFA
338
Wellspring Financial Advisors
Ohio
$11.4M -$323K -27,040 -3%
FA
339
FDx Advisors
Illinois
$11.4M +$1.73M +5,398 +18%
JFG
340
JMG Financial Group
Illinois
$11.4M -$451K -1,404 -4%
LRIA
341
Leonard Rickey Investment Advisors
Washington
$10.9M +$439K +1,367 +4%
HWM
342
Howard Wealth Management
Connecticut
$10.9M +$646K +2,013 +6%
CI
343
CX Institutional
Indiana
$10.8M -$5.8M -18,090 -35%
APSP
344
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.7M -$550K -1,715 -5%
LAM
345
LifePro Asset Management
California
$10.7M +$121K +376 +1%
SFA
346
Semmax Financial Advisors
North Carolina
$10.7M -$1.7M -5,284 -14%
FCI
347
Financial Counselors Inc
Kansas
$10.6M +$140K +437 +1%
CSWM
348
Cassady Schiller Wealth Management
Ohio
$10.5M +$10.5M +32,821 New
CG
349
Colony Group
Massachusetts
$10.5M +$117K +364 +1%
KF
350
Krilogy Financial
Missouri
$10.5M -$1.04M -3,230 -9%