We are live on ! Find out more
VBK icon

Vanguard Small-Cap Growth ETF

897 hedge funds and large institutions have $8.7B invested in Vanguard Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 334 increasing their positions, 222 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 40

50% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 222

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

16% more funds holding

Funds holding: 771897 (+126)

5% more capital invested

Capital invested by funds: $8.26B → $8.7B (+$444M)

1.65% more ownership

Funds ownership: 51.76%53.41% (+1.6%)

57% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $12.7M

Holders
897
Holders Change
+126
Holders Change %
+16.34%
% of All Funds
13.8%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
0.8%
New
180
Increased
334
Reduced
222
Closed
40
Calls
$5.5M
Puts
$12.7M
Net Calls
-$7.24M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
D
226
Dentgroup
Louisiana
$3.02M +$3.08M +10,725 New
MM
227
Main Management
California
$2.98M +$3.03M +10,559 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$2.96M +$167K +583 +6%
BJL
229
Brighton Jones LLC
Washington
$2.93M -$7.74K -27 -0.3%
ASN
230
Advisory Services Network
Georgia
$2.9M -$1.36M -4,744 -32%
RFA
231
RTD Financial Advisors
Pennsylvania
$2.83M +$2.88M +10,037 New
DI
232
Disciplined Investments
Oklahoma
$2.77M +$417K +1,454 +17%
PP
233
Prosperity Planning
Missouri
$2.77M +$251K +876 +10%
WP
234
WealthPLAN Partners
Nebraska
$2.74M +$1.33M +4,631 +71%
SA
235
SFI Advisors
New Jersey
$2.73M +$3.11M +10,840 New
BF
236
BOK Financial
Oklahoma
$2.67M -$383K -1,336 -12%
MWM
237
MinichMacGregor Wealth Management
New York
$2.67M +$2.72M +9,483 New
AWM
238
Apollon Wealth Management
South Carolina
$2.66M +$451K +1,573 +20%
CFD
239
Creative Financial Designs
Indiana
$2.6M +$41.3K +144 +2%
MCA
240
MSH Capital Advisors
Arizona
$2.6M +$2.65M +9,229 New
TC
241
TAGStone Capital
North Carolina
$2.58M +$2.62M +9,152 New
KeyBank National Association
242
KeyBank National Association
Ohio
$2.57M -$317K -1,107 -11%
MOS
243
MGO One Seven
Ohio
$2.56M -$233K -813 -8%
VWM
244
Valley Wealth Managers
New Jersey
$2.55M +$29K +101 +1%
MA
245
MAS Advisors
Florida
$2.55M +$2.59M +9,032 New
OHIS
246
Oak Harvest Investment Services
Texas
$2.52M +$42.7K +149 +2%
CWAG
247
Compton Wealth Advisory Group
Virginia
$2.52M -$8.32K -29 -0.3%
HNB
248
Huntington National Bank
Ohio
$2.52M -$1.29M -4,485 Closed
BC
249
Burleson & Co
California
$2.5M -$184K -642 -7%
CF
250
Centaurus Financial
California
$2.49M +$12.3K +43 +0.5%