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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
WTA
451
Washington Trust Advisors
Massachusetts
$867K -$250K -1,152 -24%
MFA
452
McClarren Financial Advisors
Pennsylvania
$860K +$156K +718 +25%
NPFS
453
Novak & Powell Financial Services
Florida
$858K +$779K +3,588 New
WFPG
454
Waller Financial Planning Group
Ohio
$848K +$34.7K +160 +5%
NRG
455
Nemes Rush Group
Michigan
$846K
JIC
456
Johnson Investment Counsel
Ohio
$843K +$3.26K +15 +0.4%
WPWM
457
Windward Private Wealth Management
Kansas
$839K -$504K -2,323 -40%
QCG
458
Quadrant Capital Group
Ohio
$836K +$434K +2,000 +137%
AWA
459
Arete Wealth Advisors
Illinois
$835K +$16.3K +75 +2%
LC
460
Lindbrook Capital
California
$833K -$3.04K -14 -0.4%
PIA
461
Perennial Investment Advisors
California
$827K +$434 +2 +0.1%
MWM
462
Mission Wealth Management
California
$823K +$23.9K +110 +3%
SLT
463
St Louis Trust
Missouri
$819K
WA
464
Wambolt & Associates
Colorado
$816K -$147K -679 -17%
AF
465
Advisornet Financial
Minnesota
$807K +$44.5K +205 +7%
PA
466
Parallel Advisors
California
$806K +$78.6K +362 +12%
IPW
467
Intergy Private Wealth
Colorado
$805K +$26.9K +124 +4%
WP
468
WealthShield Partners
North Carolina
$803K -$124K -571 -15%
EFL
469
ERn Financial LLC
Wisconsin
$799K -$10.9K -50 -1%
TPW
470
Transatlantique Private Wealth
New York
$799K +$717K +3,305 New
GSEP
471
Golden State Equity Partners
California
$787K +$142K +654 +25%
MCM
472
MidAtlantic Capital Management
Virginia
$786K +$706K +3,252 New
PMG
473
ProVise Management Group
Florida
$780K
CFGSD
474
Compass Financial Group (South Dakota)
South Dakota
$776K -$86.6K -399 -11%
HI
475
Harbour Investments
Wisconsin
$772K +$501K +2,308 +260%