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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
OCM
451
Orser Capital Management
Texas
$766K -$862K -3,006 -53%
BC
452
Burney Company
Virginia
$759K -$14.3K -50 -2%
Fuller & Thaler Asset Management
453
Fuller & Thaler Asset Management
California
$757K +$771K +2,688 New
CW
454
CreativeOne Wealth
Kansas
$756K +$769K +2,683 New
SAM
455
Stone Asset Management
Texas
$750K +$763K +2,660 New
Renaissance Technologies
456
Renaissance Technologies
New York
$743K +$756K +2,635 New
PPW
457
Parcion Private Wealth
Washington
$742K -$27.3M -95,150 -97%
ACP
458
Aveo Capital Partners
Colorado
$737K +$1.72K +6 +0.2%
DC
459
Davenport & Co
Virginia
$723K -$108K -376 -13%
MWM
460
Meridian Wealth Management
Kentucky
$722K -$8.89K -31 -1%
HWA
461
Heartwood Wealth Advisors
Virginia
$721K
CWC
462
Carolinas Wealth Consulting
North Carolina
$719K -$287 -1 -0%
MWA
463
Motive Wealth Advisors
Michigan
$716K -$387K -1,348 -35%
NAMP
464
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$709K +$30.1K +105 +4%
CFA
465
Cahill Financial Advisors
Minnesota
$706K -$59.6K -208 -8%
CS
466
Capital Square
Tennessee
$704K +$5.74K +20 +0.8%
Thrivent Financial for Lutherans
467
Thrivent Financial for Lutherans
Minnesota
$703K
ARC
468
Advisor Resource Council
Texas
$698K +$711K +2,479 New
RIA
469
Regal Investment Advisors
Michigan
$694K -$3.15K -11 -0.4%
BFA
470
Beacon Financial Advisory
Ohio
$689K -$24.7K -86 -3%
BS
471
Boenning & Scattergood
Pennsylvania
$689K +$287 +1 +0%
ES
472
Eagle Strategies
New York
$688K +$700K +2,442 New
MFS
473
McNamara Financial Services
Massachusetts
$679K -$3.44K -12 -0.5%
FWM
474
Fingerlakes Wealth Management
New York
$678K +$704K +2,454 New
AWM
475
Altavista Wealth Management
North Carolina
$672K +$60.5K +211 +10%