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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
EP
451
Eudaimonia Partners
Tennessee
$636K +$81.1K +373 +16%
TAM
452
Townsend Asset Management
North Carolina
$631K +$16.1K +74 +3%
CFA
453
Cahill Financial Advisors
Minnesota
$624K +$70.9K +326 +14%
CA
454
Continuum Advisory
Idaho
$622K -$2.61K -12 -0.4%
CPSC
455
Carl P. Sherr & Co
Massachusetts
$619K
UBV
456
United Bank (Virginia)
Virginia
$618K +$238K +1,095 +69%
ACP
457
Aveo Capital Partners
Colorado
$615K -$48.3K -222 -8%
SPC
458
Sigma Planning Corp
Michigan
$615K -$60.9K -280 -9%
TFA
459
Tobias Financial Advisors
Florida
$612K +$36.5K +168 +7%
IWN
460
Independent Wealth Network
Iowa
$612K +$155K +713 +37%
RW
461
Regimen Wealth
Georgia
$611K +$48.1K +221 +9%
RIM
462
Rockbridge Investment Management
New York
$611K -$203K -931 -26%
CG
463
Caprock Group
Idaho
$601K +$1.3K +6 +0.2%
WP
464
WealthSource Partners
California
$599K -$45K -207 -7%
AIA
465
Ally Invest Advisors
North Carolina
$597K +$155K +714 +38%
EWM
466
Empirical Wealth Management
Washington
$592K +$122K +562 +28%
CSPAM
467
Cary Street Partners Asset Management
Virginia
$590K +$14.4K +66 +3%
FC
468
Forte Capital
New York
$589K +$870 +4 +0.2%
SC
469
Steph & Co
Wisconsin
$589K -$72K -331 -11%
HWA
470
Heartwood Wealth Advisors
Virginia
$588K
EA
471
Eudaimonia Advisors
Tennessee
$586K +$8.27K +38 +2%
AGC
472
Aspen Grove Capital
Colorado
$586K +$555K +2,550 New
BP
473
Ballentine Partners
Massachusetts
$582K +$13.1K +60 +2%
BFA
474
Beacon Financial Advisory
Ohio
$580K +$24.4K +112 +8%
FWM
475
Fingerlakes Wealth Management
New York
$577K +$1.09K +5 +0.2%