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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$51.6M +$3.07M +10,708 +6%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$49.9M -$12.3M -42,778 -19%
PWP
28
Perfromance Wealth Partners
Illinois
$47.9M +$48.8M +170,023 New
AFA
29
American Financial Advisors
Georgia
$45.4M +$20.6K +72 +0%
RFA
30
Radnor Financial Advisors
Pennsylvania
$42.2M +$752K +2,624 +2%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$38.2M +$3.63M +12,667 +10%
BCM
32
Brookstone Capital Management
Illinois
$38.2M -$7.09M -24,732 -15%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$37.2M +$3.65M +12,715 +11%
SFS
34
Summit Financial Strategies
Ohio
$35.5M +$280K +976 +0.8%
MML Investors Services
35
MML Investors Services
Massachusetts
$35M +$2.02M +7,039 +6%
LNC
36
Lincoln National Corp
Pennsylvania
$35M -$543K -1,894 -2%
WPW
37
Waldron Private Wealth
Pennsylvania
$33.8M -$254K -885 -0.7%
Prudential Financial
38
Prudential Financial
New Jersey
$33.6M +$30.3M +105,822 +2,140%
Stifel Financial
39
Stifel Financial
Missouri
$33.3M +$2.39M +8,329 +8%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$32.1M -$281K -981 -0.9%
CG
41
Colony Group
Massachusetts
$31.2M +$24.5M +85,434 +340%
US Bancorp
42
US Bancorp
Minnesota
$28.6M +$13.4M +46,883 +86%
Goldman Sachs
43
Goldman Sachs
New York
$28.4M +$6.06M +21,121 +27%
IWA
44
Inspirion Wealth Advisors
Illinois
$27.9M +$508K +1,770 +2%
ETC
45
Exchange Traded Concepts
Oklahoma
$27.9M +$28.4M +98,971 New
SCA
46
Spearhead Capital Advisors
Florida
$26.5M +$132K +462 +0.5%
Members Trust
47
Members Trust
Florida
$26.4M +$101K +353 +0.4%
AWM
48
AE Wealth Management
Kansas
$26.1M -$52.6M -183,469 -66%
MA
49
MUFG Americas
New York
$23.6M +$4.6M +16,038 +24%
MFW
50
Mosaic Family Wealth
Missouri
$23.1M +$471K +1,643 +2%