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Vanguard Small-Cap Growth ETF

897 hedge funds and large institutions have $8.7B invested in Vanguard Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 334 increasing their positions, 222 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 40

50% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 222

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

16% more funds holding

Funds holding: 771897 (+126)

5% more capital invested

Capital invested by funds: $8.26B → $8.7B (+$444M)

1.65% more ownership

Funds ownership: 51.76%53.41% (+1.6%)

57% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $12.7M

Holders
897
Holders Change
+126
Holders Change %
+16.34%
% of All Funds
13.8%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
0.8%
New
180
Increased
334
Reduced
222
Closed
40
Calls
$5.5M
Puts
$12.7M
Net Calls
-$7.24M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
301
Legacy Wealth Planning
Nevada
$1.75M +$272K +949 +18%
SFP
302
Sterling Financial Planning
New Jersey
$1.75M +$200K +698 +13%
WA
303
Wambolt & Associates
Colorado
$1.74M +$39.9K +139 +2%
WTFG
304
Wells Trecaso Financial Group
Ohio
$1.74M +$5.45K +19 +0.3%
M&T Bank
305
M&T Bank
New York
$1.72M +$1.18M +4,125 +210%
GB
306
Goepper Burkhardt
South Carolina
$1.71M +$102K +355 +6%
WP
307
WealthShield Partners
North Carolina
$1.71M +$1.73M +6,050 New
V
308
Veritable
Delaware
$1.7M
JWCA
309
J.W. Cole Advisors
Florida
$1.68M +$1.71M +5,963 New
TCWA
310
Ten Capital Wealth Advisors
Washington
$1.68M -$76.3K -266 -4%
PSUF
311
People's United Financial
Connecticut
$1.66M -$6.02K -21 -0.4%
WFPG
312
Waller Financial Planning Group
Ohio
$1.66M -$143K -497 -8%
RM
313
Resource Management
Louisiana
$1.62M +$209K +729 +15%
WB
314
WesBanco Bank
West Virginia
$1.62M +$21.2K +74 +1%
Cerity Partners
315
Cerity Partners
New York
$1.57M -$1.34M -4,685 -93%
SAM
316
Smithbridge Asset Management
Pennsylvania
$1.57M +$64.8K +226 +4%
AWM
317
Aspire Wealth Management
Massachusetts
$1.57M +$1.6M +5,569 New
SPA
318
Sentinel Pension Advisors
Massachusetts
$1.56M -$29K -101 -2%
TWA
319
TCI Wealth Advisors
Arizona
$1.55M -$26.1K -91 -2%
MA
320
Mutual Advisors
Nebraska
$1.54M -$29K -101 -2%
TC
321
TAP Consulting
Missouri
$1.53M -$72.3K -252 -4%
GFP
322
Gryphon Financial Partners
Ohio
$1.53M +$1.1M +3,823 +236%
FCI
323
Financial Counselors Inc
Kansas
$1.53M +$49.3K +172 +3%
HIC
324
Hartline Investment Corp
Illinois
$1.53M -$143K -500 -8%
EWM
325
Empirical Wealth Management
Washington
$1.52M +$109K +380 +8%