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Vanguard Growth ETF

2,081 hedge funds and large institutions have $75.3B invested in Vanguard Growth ETF in 2024 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 805 increasing their positions, 806 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
+50
Holders Change %
+2.46%
% of All Funds
30.16%
Holding in Top 10
373
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.27%
% of All Funds
5.41%
New
166
Increased
805
Reduced
806
Closed
85
Calls
$74.2M
Puts
$21.6M
Net Calls
+$52.6M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VBWMG
501
Von Berge Wealth Management Group
California
$8.71M +$614K +1,783 +8%
FC
502
Fusion Capital
South Carolina
$8.69M -$332K -965 -4%
CAG
503
Csenge Advisory Group
Florida
$8.67M +$2.54M +7,365 +41%
FA
504
Fountainhead AM
New Jersey
$8.55M +$325K +944 +4%
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$8.52M +$1.99M +5,777 +30%
SW
506
SVB Wealth
Massachusetts
$8.49M -$1.67M -4,862 -16%
WCM
507
Windham Capital Management
Massachusetts
$8.39M -$497K -1,444 -6%
CWM
508
Cornerstone Wealth Management
Missouri
$8.38M -$200K -581 -2%
WFA
509
Wellspring Financial Advisors
Ohio
$8.38M -$7.41K -835 -0.1%
PWMG
510
Prestige Wealth Management Group
New Jersey
$8.31M -$9.54M -27,716 -53%
KSWA
511
Kathleen S. Wright Associates
Pennsylvania
$8.29M +$662K +1,924 +9%
AIA
512
Angeles Investment Advisors
California
$8.25M +$3.09M +8,970 +60%
IA
513
IFG Advisory
Georgia
$8.25M +$41K +119 +0.5%
OAJ
514
Ogorek Anthony Joseph
New York
$8.19M -$2.41K -7 -0%
AIM
515
Acropolis Investment Management
Missouri
$8.13M +$680K +1,976 +9%
NRI
516
NFP Retirement Inc
California
$8.07M -$143K -416 -2%
RFP
517
RCS Financial Planning
Maryland
$8.07M +$6.5M +18,872 +414%
JWM
518
Jackson Wealth Management
Florida
$8.06M -$2.02M -5,861 -20%
NPFS
519
Novak & Powell Financial Services
Florida
$8M +$1.55M +6,687 +24%
RJT
520
Raymond James Trust
Florida
$7.99M +$73.7K +214 +0.9%
MC
521
Mathes Company
New York
$7.99M
FUBT
522
First United Bank & Trust
Maryland
$7.92M -$297K -862 -4%
EDRIA
523
Edmonds Duncan Registered Investment Advisors
Kansas
$7.92M +$80.9K +235 +1%
WRPWM
524
Werba Rubin Papier Wealth Management
California
$7.91M +$7.63M +22,170 +2,744%
VCA
525
Verdence Capital Advisors
Maryland
$7.89M +$174K +506 +2%