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Vanguard Small-Cap Growth ETF

897 hedge funds and large institutions have $8.7B invested in Vanguard Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 334 increasing their positions, 222 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 40

50% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 222

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

16% more funds holding

Funds holding: 771897 (+126)

5% more capital invested

Capital invested by funds: $8.26B → $8.7B (+$444M)

1.65% more ownership

Funds ownership: 51.76%53.41% (+1.6%)

57% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $12.7M

Holders
897
Holders Change
+126
Holders Change %
+16.34%
% of All Funds
13.8%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
0.8%
New
180
Increased
334
Reduced
222
Closed
40
Calls
$5.5M
Puts
$12.7M
Net Calls
-$7.24M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
401
WealthSource Partners
California
$994K +$134K +468 +15%
NWMG
402
National Wealth Management Group
Ohio
$992K +$1.01M +3,521 New
CAG
403
Csenge Advisory Group
Florida
$983K +$16.1K +56 +2%
TWM
404
Tradition Wealth Management
Minnesota
$975K +$12.3K +43 +1%
PCIA
405
Prime Capital Investment Advisors
Kansas
$974K +$50.8K +177 +5%
LA
406
LexAurum Advisors
Kansas
$971K +$96.1K +335 +11%
CG
407
Caprock Group
Idaho
$963K +$860 +3 +0.1%
TPCW
408
TD Private Client Wealth
New York
$952K -$18.6K -65 -2%
GWM
409
Geneos Wealth Management
Colorado
$949K -$202K -703 -17%
TFF
410
The Family Firm
Maryland
$945K +$72K +251 +8%
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$945K +$212K +740 +28%
WFA
412
Wipfli Financial Advisors
Wisconsin
$944K -$837K -2,919 -47%
IWC
413
Integrated Wealth Concepts
Massachusetts
$933K -$79.4K -277 -8%
FUBT
414
First United Bank & Trust
Maryland
$930K +$33K +115 +4%
AP
415
Advisor Partners
California
$928K +$53.1K +185 +6%
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$928K +$199K +694 +27%
MWA
417
Martel Wealth Advisors
Washington
$927K +$13.5K +47 +1%
CAG
418
Crestwood Advisors Group
Massachusetts
$920K +$124K +434 +15%
OCPWS
419
One Charles Private Wealth Services
Massachusetts
$918K +$59.9K +209 +7%
CAG
420
Curtis Advisory Group
California
$910K -$816K -2,846 -47%
FI
421
Financial Insights
Washington
$900K +$43.9K +153 +5%
RMCM
422
Reynders McVeigh Capital Management
Massachusetts
$898K +$17.2K +60 +2%
TAM
423
Townsend Asset Management
North Carolina
$885K -$14.6K -51 -2%
BWM
424
BCS Wealth Management
Tennessee
$879K
QCG
425
Quadrant Capital Group
Ohio
$871K