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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
351
IFP Advisors
Florida
$1.47M -$681K -3,135 -34%
MF
352
Meridian Financial
Massachusetts
$1.46M +$25K +115 +2%
CAG
353
Csenge Advisory Group
Florida
$1.45M +$46.7K +215 +4%
NFC
354
Northeast Financial Consultants
Connecticut
$1.42M
WP
355
WealthPLAN Partners
Nebraska
$1.4M +$5.86K +27 +0.5%
BF
356
BOK Financial
Oklahoma
$1.4M -$1.08K -5 -0.1%
R
357
Rebalance
California
$1.4M
SAM
358
Smithbridge Asset Management
Pennsylvania
$1.39M -$6.08K -28 -0.5%
CPRC
359
Consolidated Portfolio Review Corp
New York
$1.38M -$37.8K -174 -3%
BWP
360
BSW Wealth Partners
Colorado
$1.37M -$72.3K -333 -6%
AWM
361
Aspire Wealth Management
Massachusetts
$1.36M +$3.26K +15 +0.3%
EWM
362
Empirical Wealth Management
Washington
$1.35M +$435K +2,002 +56%
TCA
363
Transcend Capital Advisors
New Jersey
$1.34M +$150K +689 +14%
JWCA
364
J.W. Cole Advisors
Florida
$1.33M +$321K +1,477 +37%
SPA
365
Sentinel Pension Advisors
Massachusetts
$1.33M -$43.6K -201 -4%
TDWM
366
Topel & Distasi Wealth Management
California
$1.33M +$8.47K +39 +0.7%
OCG
367
Opus Capital Group
Ohio
$1.32M -$34.7K -160 -3%
TWA
368
TCI Wealth Advisors
Arizona
$1.31M -$8.47K -39 -0.7%
ACA
369
Aptus Capital Advisors
Alabama
$1.31M +$130K +599 +12%
CWAG
370
Compton Wealth Advisory Group
Virginia
$1.3M
WB
371
WesBanco Bank
West Virginia
$1.3M +$16.1K +74 +1%
MWM
372
Meridian Wealth Management
Kentucky
$1.3M +$189K +872 +19%
DB
373
Dravo Bay
Delaware
$1.3M -$13K -60 -1%
AL
374
Aspiriant LLC
California
$1.3M
OCPWS
375
One Charles Private Wealth Services
Massachusetts
$1.29M -$17.6K -81 -1%