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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
GWM
401
Geneos Wealth Management
Colorado
$854K +$43.1K +198 +6%
CFGSD
402
Compass Financial Group (South Dakota)
South Dakota
$853K -$15.9K -73 -2%
IAG
403
Investmark Advisory Group
Connecticut
$853K +$81.6K +375 +11%
NB
404
Northwest Bancshares
Pennsylvania
$850K -$64K -294 -7%
ACA
405
Aptus Capital Advisors
Alabama
$842K -$77.5K -356 -9%
BCI
406
Brinker Capital Investments
Pennsylvania
$838K -$17K -78 -2%
OPS
407
Orion Portfolio Solutions
Nebraska
$838K -$17K -78 -2%
FIBT
408
First International Bank & Trust
North Dakota
$824K
AWA
409
Arete Wealth Advisors
Illinois
$823K +$104K +480 +15%
NRG
410
Nemes Rush Group
Michigan
$804K +$762K +3,501 New
EFL
411
ERn Financial LLC
Wisconsin
$804K -$1.3K -6 -0.2%
JIC
412
Johnson Investment Counsel
Ohio
$798K -$17.2K -79 -2%
LC
413
Lindbrook Capital
California
$792K -$58.7K -270 -7%
CBFP
414
Cedar Brook Financial Partners
Ohio
$791K -$9.79K -45 -1%
PIA
415
Perennial Investment Advisors
California
$785K -$60K -276 -7%
GFP
416
Gryphon Financial Partners
Ohio
$784K +$8.92K +41 +1%
WFPG
417
Waller Financial Planning Group
Ohio
$779K -$19.1K -88 -3%
SLT
418
St Louis Trust
Missouri
$779K
BBA
419
BLB&B Advisors
Pennsylvania
$768K +$727K +3,341 New
NAS
420
Nicolet Advisory Services
Wisconsin
$763K +$20K +92 +3%
AF
421
Allworth Financial
California
$756K -$3.33M -15,310 -82%
PMG
422
ProVise Management Group
Florida
$749K -$9.36K -43 -1%
CAG
423
Crestwood Advisors Group
Massachusetts
$746K +$11.7K +54 +2%
Renaissance Technologies
424
Renaissance Technologies
New York
$735K +$696K +3,200 New
OC
425
Oppenheimer & Co
New York
$734K +$159K +732 +30%