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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
CAN
26
Cetera Advisor Networks
California
$59.6M +$17.6M +81,029 +49%
RJA
27
Raymond James & Associates
Florida
$59.5M +$5.22M +24,054 +11%
EWA
28
EP Wealth Advisors
California
$59.4M +$5.34M +24,609 +11%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$58M -$1.13M -5,217 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$57.6M +$8.62M +39,717 +20%
MCCA
31
Mill Creek Capital Advisors
Pennsylvania
$57.4M +$1.23M +5,658 +2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$54.8M +$2.13M +9,792 +5%
MML Investors Services
33
MML Investors Services
Massachusetts
$51.1M +$8.57M +39,473 +23%
Mariner
34
Mariner
Kansas
$45.3M +$792K +3,650 +2%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$41.2M +$37M +170,578 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$40.8M +$322K +1,484 +0.9%
LNC
37
Lincoln National Corp
Pennsylvania
$40.8M +$2.14M +9,875 +6%
UCFA
38
United Capital Financial Advisors
Texas
$40.3M -$11.5M -52,925 -24%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$37.7M -$10.7M -49,465 -24%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$35.5M +$2M +9,233 +7%
AFA
41
American Financial Advisors
Georgia
$35.5M -$715K -3,294 -2%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$33.5M +$30.1M +138,458 New
PWP
43
Perfromance Wealth Partners
Illinois
$32.9M -$2M -9,199 -6%
SFS
44
Summit Financial Strategies
Ohio
$32.6M +$170K +785 +0.6%
Charles Schwab
45
Charles Schwab
California
$30.9M -$1.13M -5,227 -4%
Stifel Financial
46
Stifel Financial
Missouri
$30.7M +$733K +3,377 +3%
Prudential Financial
47
Prudential Financial
New Jersey
$30.2M +$3.87M +17,808 +17%
RA
48
Rodgers & Associates
Pennsylvania
$29.1M +$1.09M +5,015 +4%
BFA
49
Bragg Financial Advisors
North Carolina
$28.2M +$1.26M +5,823 +5%
NA
50
NewEdge Advisors
Louisiana
$26.3M +$1.11M +5,111 +5%