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Vanguard Small-Cap Growth ETF

863 hedge funds and large institutions have $7.89B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 343 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.77M

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

25.71% more ownership

Funds ownership: 54.79%80.5% (+26%)

19% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 289

11% more capital invested

Capital invested by funds: $7.1B → $7.89B (+$795M)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

2% more funds holding

Funds holding: 845863 (+18)

Holders
863
Holders Change
+18
Holders Change %
+2.13%
% of All Funds
13.55%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.75%
New
75
Increased
343
Reduced
289
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
301
Kades & Cheifetz
Pennsylvania
$1.48M -$1.96K -9 -0.1%
LA
302
LexAurum Advisors
Kansas
$1.47M +$4.13K +19 +0.3%
TFA
303
Transamerica Financial Advisors
Florida
$1.47M +$300K +1,377 +27%
AWE
304
Avidian Wealth Enterprises
Texas
$1.47M +$293K +1,348 +27%
PA
305
PFG Advisors
Arizona
$1.47M -$47K -216 -3%
BWM
306
Brown Wealth Management
Illinois
$1.46M +$1.38M +6,345 New
NRI
307
NFP Retirement Inc
California
$1.45M -$125K -575 -8%
BF
308
BOK Financial
Oklahoma
$1.44M
IWM
309
IHT Wealth Management
Illinois
$1.44M -$1.6M -7,371 -54%
IWC
310
Integrated Wealth Concepts
Massachusetts
$1.43M +$510K +2,346 +60%
BWP
311
BSW Wealth Partners
Colorado
$1.43M -$21.8K -100 -2%
GB
312
Goepper Burkhardt
South Carolina
$1.42M +$28.1K +129 +2%
AAS
313
Ameritas Advisory Services
Nebraska
$1.42M -$428K -1,968 -24%
TWM
314
Tradition Wealth Management
Minnesota
$1.41M +$46.3K +213 +4%
CCB
315
Country Club Bank
Missouri
$1.41M
CAG
316
Curtis Advisory Group
California
$1.39M +$300K +1,381 +30%
SAM
317
Smithbridge Asset Management
Pennsylvania
$1.37M +$32.2K +148 +3%
CIA
318
Covington Investment Advisors
Pennsylvania
$1.37M -$14.4K -66 -1%
LFGH
319
Lee Financial Group Hawaii
Hawaii
$1.35M +$182K +837 +17%
NFC
320
Northeast Financial Consultants
Connecticut
$1.35M
MF
321
Meridian Financial
Massachusetts
$1.33M +$21.8K +100 +2%
WPWM
322
Windward Private Wealth Management
Kansas
$1.33M -$38.7K -178 -3%
R
323
Rebalance
California
$1.33M -$12.8K -59 -1%
MFG
324
MidWestOne Financial Group
Iowa
$1.31M +$48.3K +222 +4%
CAG
325
Csenge Advisory Group
Florida
$1.3M +$33.5K +154 +3%