Calton & Associates Increases Stake in Vanguard S&P 500 Growth ETF by 50%

Calton & Associates Inc. significantly increased its investment in the Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG) by 50.2% during the first quarter of 2023. According to its recent Form 13F filing with the Securities and Exchange Commission, the firm now holds 1,164 shares, following the purchase of an additional 389 shares. The total value of Calton’s holdings in the ETF amounts to approximately $389,000.

Several institutional investors have also adjusted their positions in the Vanguard S&P 500 Growth ETF. For instance, Baird Financial Group Inc. raised its stake by 0.5% in the first quarter, acquiring a total of 5,635 shares, valued at $1,885,000 after purchasing an additional 29 shares. Similarly, B. Riley Wealth Advisors Inc. increased its holdings by 4.3% in the fourth quarter, now owning 776 shares valued at $284,000 after acquiring another 32 shares.

Aptus Capital Advisors LLC also expanded its investment, lifting its holdings by 24.7% in the last quarter of 2022, leading to ownership of 187 shares worth $68,000 after buying 37 additional shares. Likewise, Accredited Wealth Management LLC increased its stake by 16.1% in the first quarter, now holding 303 shares valued at $101,000 after acquiring another 42 shares. Websterrogers Financial Advisors LLC, on the other hand, raised its position by 1.1%, now owning 4,021 shares valued at $1,345,000 after purchasing 45 shares.

The Vanguard S&P 500 Growth ETF’s stock price experienced a slight decline of 1.2%, opening at $414.13 on Monday. The ETF has a market capitalization of $18.67 billion, with a price-to-earnings ratio of 31.89 and a beta of 1.05. Over the past year, the ETF reached a low of $286.00 and a high of $419.71. Its fifty-day simple moving average stands at $406.07, while the two-hundred-day average is at $371.46.

The Vanguard S&P 500 Growth ETF, launched on September 7, 2010, tracks an index of large-cap growth stocks in the United States. Managed by Vanguard, the ETF aims to provide exposure to the growth segment of the S&P 500 index.

Investors interested in monitoring the activities of hedge funds related to the Vanguard S&P 500 Growth ETF can visit HoldingsChannel.com for the latest Form 13F filings and insider trades associated with the fund.

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