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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
GJIA
426
Glass Jacobson Investment Advisors
Maryland
$731K +$692K +3,180 New
EWM
427
Evermay Wealth Management
Virginia
$730K -$1.96K -9 -0.3%
SIC
428
Shoker Investment Counsel
Ohio
$729K +$21.5K +99 +3%
IPW
429
Intergy Private Wealth
Colorado
$723K +$21.5K +99 +3%
QCG
430
Quadrant Capital Group
Ohio
$718K -$33.7K -155 -5%
BOH
431
Bank of Hawaii
Hawaii
$713K +$120K +550 +22%
SCM
432
SOL Capital Management
Maryland
$700K +$70.7K +325 +12%
PA
433
Parallel Advisors
California
$685K +$218 +1 +0%
JCM
434
Jacobi Capital Management
Pennsylvania
$670K +$18.3K +84 +3%
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$669K +$198K +911 +45%
EL
436
EWA LLC
Pennsylvania
$666K +$9.57K +44 +2%
AF
437
Advisornet Financial
Minnesota
$665K +$36.1K +166 +6%
IA
438
IFG Advisors
Missouri
$665K +$74.8K +344 +13%
BB
439
Busey Bank
Illinois
$664K
BFAG
440
Blackston Financial Advisory Group
Florida
$663K -$27K -124 -4%
CFFP
441
Center for Financial Planning
Michigan
$661K
ADL
442
Asset Dedication LLC
California
$659K
FA
443
Financial Alternatives
California
$653K
MFA
444
McClarren Financial Advisors
Pennsylvania
$649K +$47K +216 +8%
FUBT
445
First United Bank & Trust
Maryland
$649K +$42.9K +197 +8%
DC
446
Davenport & Co
Virginia
$647K +$28.1K +129 +5%
EAM
447
Evanson Asset Management
California
$646K +$106K +485 +21%
Citadel Advisors
448
Citadel Advisors
Florida
$645K -$12.2K -56 -2%
NSG
449
Nalls Sherbakoff Group
Tennessee
$644K +$5.22K +24 +0.8%
MFS
450
McNamara Financial Services
Massachusetts
$640K +$8.92K +41 +2%