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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
TA
276
TFB Advisors
Kansas
$2.28M +$2.05M +9,429 New
C
277
CEDRUS
Colorado
$2.26M +$143K +660 +8%
SFP
278
Sterling Financial Planning
New Jersey
$2.25M -$3.47K -16 -0.2%
FGAM
279
Financial Gravity Asset Management
Texas
$2.25M +$129K +592 +120%
TFA
280
Transamerica Financial Advisors
Florida
$2.24M +$185K +850 +10%
CA
281
Cambridge Associates
Massachusetts
$2.22M +$1.99M +9,189 New
MNBTD
282
Moody National Bank Trust Division
Texas
$2.22M +$1.99M +9,189 New
FWP
283
Falcon Wealth Planning
California
$2.21M +$779K +3,587 +65%
GTAM
284
Global Trust Asset Management
Florida
$2.21M -$3.26K -15 -0.2%
AFTS
285
American Financial & Tax Strategies
New York
$2.2M +$1.98M +9,102 New
Bessemer Group
286
Bessemer Group
New Jersey
$2.2M -$195K -899 -9%
RFS
287
Richardson Financial Services
Massachusetts
$2.17M +$1.95M +8,980 New
LIA
288
LifePlan Investment Advisors
North Carolina
$2.16M +$36.9K +170 +2%
D
289
Dentgroup
Louisiana
$2.14M -$186K -857 -9%
TPCW
290
TD Private Client Wealth
New York
$2.14M +$16.5K +76 +0.9%
SB
291
Simmons Bank
Arkansas
$2.13M -$31K -143 -2%
Brown Advisory
292
Brown Advisory
Maryland
$2.12M +$336K +1,550 +21%
CA
293
Cetera Advisors
Colorado
$2.12M +$535K +2,464 +39%
Citigroup
294
Citigroup
New York
$2.12M +$5.86K +27 +0.3%
RFM
295
Royal Fund Management
Florida
$2.11M -$180K -831 -9%
FTUS
296
Flow Traders U.S.
New York
$2.1M +$1.88M +8,676 New
TW
297
TritonPoint Wealth
Maryland
$2.09M +$1.87M +8,629 New
GIA
298
Goodwin Investment Advisory
Georgia
$2.08M +$1.71M +7,892 +1,121%
EH
299
Equitable Holdings
New York
$2.04M +$264K +1,215 +17%
KeyBank National Association
300
KeyBank National Association
Ohio
$2.04M -$6.08K -28 -0.3%