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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
TCA
351
Transcend Capital Advisors
New Jersey
$1.12M +$109K +503 +11%
DAS
352
Dynamic Advisor Solutions
Arizona
$1.12M +$800K +3,677 +307%
SEIA
353
Signature Estate & Investment Advisors
California
$1.12M +$98.1K +451 +10%
SWA
354
Stratos Wealth Advisors
Ohio
$1.11M +$693K +3,186 +193%
CDH
355
Charles D. Hyman
$1.11M
WTA
356
Washington Trust Advisors
Massachusetts
$1.1M -$2.39K -11 -0.2%
KPWS
357
Kestra Private Wealth Services
Texas
$1.1M +$144K +663 +16%
LWM
358
Laidlaw Wealth Management
New York
$1.08M -$104K -480 -9%
HIC
359
Hartline Investment Corp
Illinois
$1.07M
MWM
360
Meridian Wealth Management
Kentucky
$1.06M -$51.3K -236 -5%
PMFA
361
Plante Moran Financial Advisors
Michigan
$1.06M -$45.5K -209 -4%
TC
362
TAP Consulting
Missouri
$1.05M +$1.74K +8 +0.2%
SG
363
StoneX Group
New York
$1.04M +$1.74K +8 +0.2%
Empower Advisory Group
364
Empower Advisory Group
Colorado
$1.03M +$38.9K +179 +4%
CA
365
CGN Advisors
Kansas
$1.03M +$63.1K +290 +7%
WIC
366
Whitegate Investment Counselors
New Hampshire
$1.02M -$15K -69 -2%
PFG
367
Pinnacle Financial Group
Illinois
$1.01M +$27K +124 +3%
DT
368
Diversified Trust
Tennessee
$1.01M +$42.4K +195 +5%
MPW
369
MGO Private Wealth
California
$998K +$622K +2,861 +193%
LNWTC
370
Laird Norton Wetherby Trust Company
Washington
$996K -$31.5K -145 -3%
MCM
371
MAI Capital Management
Ohio
$986K +$58.3K +268 +7%
Franklin Resources
372
Franklin Resources
California
$979K -$110K -505 -11%
HCP
373
Hexagon Capital Partners
Arkansas
$966K -$41.3K -190 -4%
PCIA
374
Prime Capital Investment Advisors
Kansas
$963K +$76.4K +351 +9%
LIM
375
Leavell Investment Management
Alabama
$956K -$114K -524 -11%