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Vanguard Small-Cap Growth ETF

863 hedge funds and large institutions have $7.89B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 343 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.77M

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

25.71% more ownership

Funds ownership: 54.79%80.5% (+26%)

19% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 289

11% more capital invested

Capital invested by funds: $7.1B → $7.89B (+$795M)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

2% more funds holding

Funds holding: 845863 (+18)

Holders
863
Holders Change
+18
Holders Change %
+2.13%
% of All Funds
13.55%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.75%
New
75
Increased
343
Reduced
289
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Connecticut Wealth Management
Connecticut
$2.65M -$1.42M -6,531 -36%
BJL
227
Brighton Jones LLC
Washington
$2.62M +$23.9K +110 +1%
FI
228
Financial Insights
Washington
$2.62M +$805K +3,699 +48%
BSW
229
Buckingham Strategic Wealth
Missouri
$2.6M +$1.31M +6,016 +113%
OIA
230
OneDigital Investment Advisors
Kansas
$2.59M -$301K -1,382 -11%
TC
231
TAGStone Capital
North Carolina
$2.57M +$5.87K +27 +0.2%
WF
232
Warner Financial
Maryland
$2.57M -$31.3K -144 -1%
TAM
233
Titleist Asset Management
Texas
$2.55M +$672K +3,089 +39%
MCA
234
MSH Capital Advisors
Arizona
$2.54M +$59K +271 +3%
EFG
235
Everhart Financial Group
Ohio
$2.51M +$275K +1,266 +12%
RFA
236
RTD Financial Advisors
Pennsylvania
$2.5M +$7.4K +34 +0.3%
MCA
237
Magnolia Capital Advisors
Mississippi
$2.48M +$2.35M +10,802 New
TA
238
TFB Advisors
Kansas
$2.4M +$683K +3,140 +43%
KeyBank National Association
239
KeyBank National Association
Ohio
$2.35M -$9.36K -43 -0.4%
Wealthfront Advisers
240
Wealthfront Advisers
California
$2.34M +$691K +3,174 +45%
FTS
241
Fifth Third Securities
Ohio
$2.31M -$96.6K -444 -4%
MA
242
MAS Advisors
Florida
$2.26M -$42K -193 -2%
ASN
243
Advisory Services Network
Georgia
$2.25M -$626K -2,879 -23%
RFM
244
Royal Fund Management
Florida
$2.25M -$127K -582 -6%
D
245
Dentgroup
Louisiana
$2.25M +$3.48K +16 +0.2%
Financial Engines Advisors
246
Financial Engines Advisors
California
$2.25M +$48.1K +221 +2%
CFD
247
Creative Financial Designs
Indiana
$2.21M +$94.2K +433 +5%
RPSA
248
Richard P. Slaughter Associates
Texas
$2.2M +$102K +469 +5%
NW
249
NewEdge Wealth
Pennsylvania
$2.2M +$52.4K +241 +3%
AC
250
Addenda Capital
Quebec, Canada
$2.18M +$2.07M +9,500 New