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Vanguard Small-Cap Growth ETF

1,110 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 406 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+92
Holders Change %
+9.04%
% of All Funds
14.77%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.63%
New
159
Increased
406
Reduced
331
Closed
41
Calls
$13.3M
Puts
$10.2M
Net Calls
+$3.08M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Shares
Change %
TVWM
226
Tower View Wealth Management
Wisconsin
$4.19M -$31.4K -112 -0.7%
LIA
227
LifePlan Investment Advisors
North Carolina
$4.11M -$206K -735 -5%
EFG
228
Everhart Financial Group
Ohio
$4.08M +$287K +1,024 +8%
NJIM
229
Nabity-Jensen Investment Management
Nebraska
$4.01M +$4.2K +15 +0.1%
MWA
230
Martel Wealth Advisors
Washington
$3.94M -$181K -646 -4%
CTC
231
Central Trust Company
Missouri
$3.92M -$74.2K -265 -2%
MPM
232
Meritage Portfolio Management
Kansas
$3.89M -$396K -1,414 -9%
FA
233
Fermata Advisors
California
$3.89M +$393K +1,403 +11%
CFD
234
Creative Financial Designs
Indiana
$3.89M +$361K +1,288 +10%
NFSG
235
Newbridge Financial Services Group
Florida
$3.85M +$730K +2,607 +23%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$3.85M +$120K +427 +3%
JWS
237
Juncture Wealth Strategies
Arizona
$3.83M +$148K +527 +4%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$3.78M -$343K -1,224 -8%
CFMC
239
Curbstone Financial Management Corp
New Hampshire
$3.74M
CFFP
240
Center for Financial Planning
Michigan
$3.71M -$25.2K -90 -0.7%
PA
241
Probity Advisors
Texas
$3.7M -$43.4K -155 -1%
TFA
242
Transamerica Financial Advisors
Florida
$3.66M +$136K +485 +4%
HNB
243
Huntington National Bank
Ohio
$3.62M -$3.52M
TF
244
Tandem Financial
Colorado
$3.61M +$3.61M +12,883 New
DADC
245
D.A. Davidson & Co
Montana
$3.59M +$20.7K +74 +0.6%
WF
246
Warner Financial
Maryland
$3.58M +$228K +813 +7%
SLWA
247
San Luis Wealth Advisors
California
$3.49M -$201K -716 -5%
SWA
248
SOA Wealth Advisors
New York
$3.49M -$42K -150 -1%
AIM
249
Acropolis Investment Management
Missouri
$3.49M -$36.4K -130 -1%
TPI
250
Trust Point Inc
Wisconsin
$3.46M -$1.13M -4,044 -25%