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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
V
326
Veritable
Delaware
$1.3M -$557K -2,560 -31%
FWP
327
Falcon Wealth Planning
California
$1.3M -$45.3K -208 -4%
SPA
328
Sentinel Pension Advisors
Massachusetts
$1.29M -$2.83K -13 -0.2%
ACM
329
Advisors Capital Management
New Jersey
$1.29M -$66.1K -304 -5%
AWM
330
Aspire Wealth Management
Massachusetts
$1.29M +$13.9K +64 +1%
OCG
331
Opus Capital Group
Ohio
$1.29M -$15.7K -72 -1%
API
332
Advisor Partners II
California
$1.29M +$19.4K +89 +2%
WB
333
WesBanco Bank
West Virginia
$1.28M +$28.9K +133 +2%
JFG
334
Jefferies Financial Group
New York
$1.26M +$412K +1,896 +53%
TWA
335
TCI Wealth Advisors
Arizona
$1.25M +$7.83K +36 +0.7%
TDWM
336
Topel & Distasi Wealth Management
California
$1.25M
CWAG
337
Compton Wealth Advisory Group
Virginia
$1.25M
KWM
338
Kingsview Wealth Management
Oregon
$1.23M +$109K +503 +10%
SF
339
Summit Financial
New Jersey
$1.22M +$77.9K +358 +7%
AT
340
American Trust
Kentucky
$1.21M +$627K +2,881 +121%
DB
341
Dravo Bay
Delaware
$1.2M -$21.1K -97 -2%
KCM
342
Kennicott Capital Management
California
$1.19M +$2.25M +10,356 +200%
PFS
343
Prospera Financial Services
Texas
$1.19M +$4.35K +20 +0.4%
DI
344
DFPG Investments
Utah
$1.19M +$531K +2,443 +97%
OCPWS
345
One Charles Private Wealth Services
Massachusetts
$1.18M +$13.7K +63 +1%
CSPIA
346
Cary Street Partners Investment Advisory
Virginia
$1.18M +$282K +1,297 +34%
CA
347
Cornerstone Advisory
Maryland
$1.17M -$21.8K -100 -2%
TCWA
348
Ten Capital Wealth Advisors
Washington
$1.16M -$47.2K -217 -4%
MA
349
MONECO Advisors
Connecticut
$1.15M +$22.2K +102 +2%
AL
350
Aspiriant LLC
California
$1.15M -$75.9K -349 -7%