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Vanguard Small-Cap Growth ETF

976 hedge funds and large institutions have $9.24B invested in Vanguard Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 393 increasing their positions, 260 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 45

51% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 260

43% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $7.37M

25% more capital invested

Capital invested by funds: $7.39B → $9.24B (+$1.85B)

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12% more funds holding

Funds holding: 868976 (+108)

4.11% more ownership

Funds ownership: 55.32%59.43% (+4.1%)

Holders
976
Holders Change
+108
Holders Change %
+12.44%
% of All Funds
14.23%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.74%
New
164
Increased
393
Reduced
260
Closed
45
Calls
$10.5M
Puts
$7.37M
Net Calls
+$3.17M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Acropolis Investment Management
Missouri
$3.13M -$55.4K -255 -2%
HNB
227
Huntington National Bank
Ohio
$3.08M
RA
228
Riversedge Advisors
Delaware
$3.08M +$187K +861 +7%
CWM
229
Cornerstone Wealth Management
Missouri
$3.07M -$32.8K -151 -1%
MCWS
230
McKinley Carter Wealth Services
West Virginia
$3.04M -$33.9K -156 -1%
VNA
231
Valley National Advisers
Pennsylvania
$3.02M +$2.36M +10,873 +677%
EWM
232
Evergreen Wealth Management
Michigan
$3M +$65.6K +302 +2%
Wealthfront Advisers
233
Wealthfront Advisers
California
$3M +$329K +1,517 +14%
SWM
234
Shelton Wealth Management
Texas
$2.93M -$693K -3,193 -21%
EFG
235
Everhart Financial Group
Ohio
$2.93M +$60.1K +277 +2%
ABC
236
Associated Banc-Corp
Wisconsin
$2.92M +$868K +3,997 +49%
VCA
237
Verdence Capital Advisors
Maryland
$2.91M +$303K +1,395 +13%
Kovitz Investment Group Partners
238
Kovitz Investment Group Partners
Illinois
$2.91M -$455K -2,095 -15%
Financial Engines Advisors
239
Financial Engines Advisors
California
$2.91M +$635K +2,925 +32%
CWM
240
Cranbrook Wealth Management
Michigan
$2.88M -$71.4K -329 -3%
MWM
241
MTC Wealth Management
Florida
$2.86M -$90.3K -416 -3%
CFD
242
Creative Financial Designs
Indiana
$2.86M +$329K +1,514 +15%
MAM
243
Mainsail Asset Management
Alabama
$2.85M +$2.56M +11,794 New
NW
244
NewEdge Wealth
Pennsylvania
$2.8M +$315K +1,451 +14%
SWM
245
SilverOak Wealth Management
Minnesota
$2.79M +$2.51M +11,560 New
WF
246
Warner Financial
Maryland
$2.79M -$4.99K -23 -0.2%
TC
247
TAGStone Capital
North Carolina
$2.78M +$65.3K +301 +3%
BJL
248
Brighton Jones LLC
Washington
$2.77M -$5.64K -26 -0.2%
CWM
249
Connecticut Wealth Management
Connecticut
$2.76M -$1.08K -5 -0%
QWP
250
Quotient Wealth Partners
Texas
$2.75M +$2.47M +11,359 New