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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
JFG
376
Jefferies Financial Group
New York
$1.27M -$172K -791 -13%
BCI
377
Brinker Capital Investments
Pennsylvania
$1.26M +$410K +1,890 +55%
OPS
378
Orion Portfolio Solutions
Nebraska
$1.26M +$410K +1,890 +55%
WAG
379
Wheelhouse Advisory Group
Missouri
$1.25M +$1.12M +5,175 New
MPW
380
MGO Private Wealth
California
$1.24M +$32.3K +149 +3%
KCM
381
Kennicott Capital Management
California
$1.24M -$13.5K -62 -1%
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$1.21M +$98.6K +454 +10%
CCB
383
Country Club Bank
Missouri
$1.19M -$109K -500 -9%
AWE
384
Avidian Wealth Enterprises
Texas
$1.18M -$252K -1,161 -19%
CDH
385
Charles D. Hyman
$1.17M
AIA
386
Ally Invest Advisors
North Carolina
$1.16M +$217K +998 +26%
SF
387
Synovus Financial
Georgia
$1.14M +$51.9K +239 +5%
IAG
388
Investmark Advisory Group
Connecticut
$1.13M +$141K +648 +16%
GWMR
389
GC Wealth Management RIA
Massachusetts
$1.13M +$1.01M +4,660 New
WCM
390
Winthrop Capital Management
Indiana
$1.13M +$1.01M +4,655 New
MSF
391
Mustard Seed Financial
Arkansas
$1.12M +$1.01M +4,645 New
PFG
392
Pinnacle Financial Group
Illinois
$1.12M +$4.99K +23 +0.5%
HIC
393
Hartline Investment Corp
Illinois
$1.11M
AF
394
Allworth Financial
California
$1.11M -$1.84M -8,459 -65%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$1.11M +$44.5K +205 +5%
TC
396
TAP Consulting
Missouri
$1.1M +$2.6K +12 +0.3%
MCM
397
MAI Capital Management
Ohio
$1.1M +$57.3K +264 +6%
SG
398
StoneX Group
New York
$1.1M +$13.5K +62 +1%
Koshinski Asset Management
399
Koshinski Asset Management
Illinois
$1.09M +$424K +1,954 +76%
HP
400
Holistic Planning
Texas
$1.09M +$976K +4,498 New