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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
FIA
426
Foundations Investment Advisors
Arizona
$866K +$935K +3,260 New
AF
427
Allworth Financial
California
$865K -$78K -272 -8%
FLA
428
Financial Life Advisors
Texas
$864K -$17.5K -61 -2%
CA
429
Cornerstone Advisory
Maryland
$863K
KF
430
Krilogy Financial
Missouri
$856K -$80.9K -282 -8%
AWA
431
Arete Wealth Advisors
Illinois
$851K +$149K +518 +21%
Luther King Capital Management (LKCM)
432
Luther King Capital Management (LKCM)
Texas
$848K
CBFP
433
Cedar Brook Financial Partners
Ohio
$848K +$32.7K +114 +4%
TIA
434
Traphagen Investment Advisors
New Jersey
$847K
FWP
435
Falcon Wealth Planning
California
$838K +$860 +3 +0.1%
BB
436
Busey Bank
Illinois
$814K
MWM
437
Mission Wealth Management
California
$814K +$24.7K +86 +3%
First Manhattan
438
First Manhattan
New York
$801K +$8.6K +30 +1%
GJIC
439
Gamble Jones Investment Counsel
California
$798K +$14.9K +52 +2%
NAS
440
Nicolet Advisory Services
Wisconsin
$797K -$1.15K -4 -0.1%
RA
441
RFG Advisory
Alabama
$797K +$811K +2,828 New
GP
442
Geneva Partners
Wisconsin
$796K -$7.74K -27 -0.9%
AT
443
American Trust
Kentucky
$795K +$809K +2,822 New
TP
444
Tranquility Partners
Tennessee
$790K +$84K +293 +12%
SLT
445
St Louis Trust
Missouri
$787K
BA
446
Bluesphere Advisors
Pennsylvania
$775K +$66.8K +233 +9%
CPSC
447
Carl P. Sherr & Co
Massachusetts
$774K
SEM
448
Strategic Equity Management
Arizona
$771K -$12.8M -44,639 -94%
OGF
449
Orin Green Financial
California
$771K
APA
450
American Portfolios Advisors
New York
$771K -$22.9K -80 -3%