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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
IA
326
Insight Advisors
Pennsylvania
$1.64M -$2.6K -12 -0.2%
LFGH
327
Lee Financial Group Hawaii
Hawaii
$1.64M +$51.9K +239 +4%
TI
328
Truepoint Inc
Ohio
$1.64M -$73.8K -340 -5%
SQA
329
Simon Quick Advisors
New Jersey
$1.62M +$3.47K +16 +0.2%
GB
330
Goepper Burkhardt
South Carolina
$1.62M +$28.9K +133 +2%
HCA
331
Harbour Capital Advisors
Virginia
$1.62M
GWM
332
GSB Wealth Management
Connecticut
$1.61M -$21.7K -100 -1%
AWM
333
Accel Wealth Management
Iowa
$1.61M +$45.4K +209 +3%
ACM
334
Advisors Capital Management
New Jersey
$1.61M +$63K +290 +5%
KC
335
Kades & Cheifetz
Pennsylvania
$1.61M +$3.47K +16 +0.2%
LAS
336
Lloyd Advisory Services
Georgia
$1.6M +$1.44M +6,626 New
SF
337
Summit Financial
New Jersey
$1.6M +$186K +859 +15%
CW
338
Cooksen Wealth
Texas
$1.6M +$1.44M +6,611 New
JWS
339
Juncture Wealth Strategies
Arizona
$1.58M +$142K +652 +11%
LA
340
LexAurum Advisors
Kansas
$1.57M +$66.9K +308 +5%
WTFG
341
Wells Trecaso Financial Group
Ohio
$1.56M -$12.6K -58 -0.9%
MA
342
MONECO Advisors
Connecticut
$1.55M +$297K +1,369 +27%
FCG
343
Financial Connections Group
California
$1.54M +$1.38M +6,365 New
CAG
344
Curtis Advisory Group
California
$1.53M -$25K -115 -2%
IWM
345
IHT Wealth Management
Illinois
$1.52M -$74.9K -345 -5%
OFS
346
OneAscent Financial Services
Alabama
$1.5M +$34.1K +157 +3%
VFA
347
Valeo Financial Advisors
Indiana
$1.5M -$141K -650 -9%
SFM
348
Signet Financial Management
New Jersey
$1.49M -$67.7K -312 -5%
CIA
349
Covington Investment Advisors
Pennsylvania
$1.48M +$32.8K +151 +3%
USCWA
350
U.S. Capital Wealth Advisors
Texas
$1.47M +$63.2K +291 +5%