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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
WT
401
Whittier Trust
California
$1.09M +$766K +3,527 +365%
SWA
402
Stratos Wealth Advisors
Ohio
$1.08M -$155K -714 -14%
SEIA
403
Signature Estate & Investment Advisors
California
$1.08M -$113K -519 -10%
PMFA
404
Plante Moran Financial Advisors
Michigan
$1.08M -$34.5K -159 -3%
LIM
405
Leavell Investment Management
Alabama
$1.08M +$77.3K +356 +9%
AFP
406
Ausdal Financial Partners
Iowa
$1.07M +$79.9K +368 +9%
SJGA
407
Stephen J. Garry & Associates
New York
$1.06M +$954K +4,394 New
WA
408
Wealth Alliance
New York
$1.06M +$68.8K +317 +8%
NWM
409
Napa Wealth Management
California
$1.06M +$953K +4,390 New
SAM
410
Sawgrass Asset Management
Florida
$1.06M +$81.6K +376 +9%
WH
411
Willner & Heller
California
$1.05M +$945K +4,352 New
HWMC
412
Heritage Wealth Management (California)
California
$1.05M +$942K +4,339 New
PA
413
Pinnacle Associates
New York
$1.05M +$115K +532 +14%
TP
414
Tranquility Partners
Tennessee
$1.05M -$49.1K -226 -5%
WIC
415
Whitegate Investment Counselors
New Hampshire
$1.04M -$32.3K -149 -3%
KWM
416
Kingsview Wealth Management
Oregon
$1.04M -$280K -1,290 -23%
CWP
417
Cyndeo Wealth Partners
Florida
$1.03M -$798K -3,677 -46%
GWM
418
Geneos Wealth Management
Colorado
$1.01M +$43.4K +200 +5%
GFP
419
Gryphon Financial Partners
Ohio
$1.01M +$199K +917 +28%
RRA
420
Round Rock Advisors
Connecticut
$1M
SFG
421
Sunburst Financial Group
Alabama
$1,000K +$898K +4,135 New
Empower Advisory Group
422
Empower Advisory Group
Colorado
$995K -$81K -373 -8%
CHC
423
City Holding Co
West Virginia
$990K -$36.5K -168 -4%
CG
424
Corundum Group
Colorado
$990K +$889K +4,096 New
TC
425
Trust Company
Kansas
$988K -$8.25K -38 -0.9%