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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
TNBTD
301
Trustmark National Bank Trust Department
Mississippi
$2.02M -$7.82K -36 -0.4%
BWM
302
Brown Wealth Management
Illinois
$1.99M -$408K -1,878 -19%
VWM
303
Valley Wealth Managers
New Jersey
$1.98M +$130K +601 +8%
BAM
304
Belpointe Asset Management
Nevada
$1.96M -$1.43M -6,573 -45%
FCA
305
Fortis Capital Advisors
Kansas
$1.96M -$1.43M -6,573 -45%
CA
306
Cornerstone Advisory
Maryland
$1.9M +$530K +2,440 +45%
ATC
307
Argent Trust Co
Tennessee
$1.88M -$21.7K -100 -1%
MPM
308
Meritage Portfolio Management
Kansas
$1.86M +$1.67M +7,706 New
ACM
309
Alethea Capital Management
Washington
$1.84M +$1.66M +7,625 New
AAS
310
Ameritas Advisory Services
Nebraska
$1.83M -$345K -1,588 -18%
UB
311
UMB Bank
Missouri
$1.78M -$129K -592 -7%
VIA
312
Vickerman Investment Advisors
Washington
$1.76M -$21.1K -97 -1%
IWS
313
Integrity Wealth Solutions
Colorado
$1.75M +$1.57M +7,222 New
IWC
314
Integrated Wealth Concepts
Massachusetts
$1.74M +$15.2K +70 +1%
MFG
315
MidWestOne Financial Group
Iowa
$1.73M +$207K +952 +15%
WKWM
316
Walter & Keenan Wealth Management
Indiana
$1.73M -$26.9K -124 -2%
NFW
317
Noble Family Wealth
Florida
$1.72M
TWM
318
Tradition Wealth Management
Minnesota
$1.71M +$54.5K +251 +4%
NRI
319
NFP Retirement Inc
California
$1.69M +$219K +1,009 +17%
RPSA
320
Richard P. Slaughter Associates
Texas
$1.68M -$198K -914 -12%
HB
321
Horizon Bancorp
Indiana
$1.67M +$1.12M +5,150 +293%
UWM
322
USAdvisors Wealth Management
Minnesota
$1.66M +$36.5K +168 +3%
AFAS
323
Acorn Financial Advisory Services
Virginia
$1.65M -$104K -477 -7%
CSPIA
324
Cary Street Partners Investment Advisory
Virginia
$1.64M +$208K +958 +16%
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$1.64M +$969K +4,465 +192%