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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
ZC
251
Zeit Capital
Colorado
$2.74M -$158K -729 -6%
WFP
252
Wrenne Financial Planning
Kentucky
$2.7M +$2.43M +11,177 New
WWM
253
Western Wealth Management
Colorado
$2.65M +$385K +1,772 +19%
MBTD
254
Mechanics Bank - Trust Department
California
$2.65M +$881K +4,060 +59%
RFA
255
RTD Financial Advisors
Pennsylvania
$2.65M +$17.4K +80 +0.7%
KPWS
256
Kestra Private Wealth Services
Texas
$2.6M +$682K +3,143 +41%
DI
257
Disciplined Investments
Oklahoma
$2.56M -$309K -1,423 -12%
SA
258
SFI Advisors
New Jersey
$2.55M -$387K -1,785 -14%
CIC
259
Carnegie Investment Counsel
Ohio
$2.53M +$138K +638 +7%
OIA
260
OneDigital Investment Advisors
Kansas
$2.51M +$31K +143 +1%
Two Sigma Advisers
261
Two Sigma Advisers
New York
$2.49M +$2.24M +10,300 New
RJT
262
Raymond James Trust
Florida
$2.48M +$203K +936 +10%
GIA
263
Gladstone Institutional Advisory
Florida
$2.46M +$283K +1,302 +15%
M&T Bank
264
M&T Bank
New York
$2.46M +$432K +1,990 +24%
KNFPWM
265
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.45M +$2.2M +10,144 New
BSW
266
Buckingham Strategic Wealth
Missouri
$2.45M -$87.7K -404 -4%
KF
267
Krilogy Financial
Missouri
$2.42M +$2.18M +10,026 New
MCA
268
MSH Capital Advisors
Arizona
$2.41M +$217 +1 +0%
MA
269
MAS Advisors
Florida
$2.4M -$34.5K -159 -2%
PFS
270
Prospera Financial Services
Texas
$2.36M +$697K +3,210 +49%
GCM
271
G2 Capital Management
Ohio
$2.35M -$401K -1,848 -16%
CIA
272
Compass Ion Advisors
Pennsylvania
$2.33M -$17.1K -79 -0.8%
AA
273
Aire Advisors
California
$2.29M +$227K +1,047 +12%
FCI
274
Financial Counselors Inc
Kansas
$2.29M +$293K +1,352 +17%
PA
275
PFG Advisors
Arizona
$2.28M +$238K +1,098 +13%