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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
RFC
476
Regions Financial Corp
Alabama
$671K -$20.9K -73 -3%
FC
477
Fusion Capital
South Carolina
$668K +$32.4K +113 +5%
MCM
478
MAI Capital Management
Ohio
$665K +$161K +563 +31%
EAM
479
Evanson Asset Management
California
$662K +$287K +1,001 +74%
QC
480
Quent Capital
New York
$662K +$674K +2,350 New
SWA
481
Sax Wealth Advisors
New Jersey
$653K +$14.6K +51 +2%
KFI
482
Key Financial Inc
Pennsylvania
$637K
RPWA
483
Regent Peak Wealth Advisors
Georgia
$637K +$8.32K +29 +1%
CAM
484
Cozad Asset Management
Illinois
$634K -$24.7K -86 -4%
GIA
485
Gladstone Institutional Advisory
Florida
$632K +$264K +919 +69%
CC
486
Courier Capital
New York
$627K +$48.2K +168 +8%
SFPG
487
Stonebridge Financial Planning Group
Florida
$622K +$10K +35 +1%
EFL
488
ERn Financial LLC
Wisconsin
$618K -$1.43K -5 -0.2%
SIC
489
Sigma Investment Counselors
Michigan
$611K
SC
490
Siena Capital
Ohio
$609K +$620K +2,161 New
CWM
491
Capital Wealth Management
Rhode Island
$607K -$229K -800 -27%
WA
492
Wealth Alliance
New York
$604K +$56.8K +198 +10%
SHGA
493
Sand Hill Global Advisors
California
$604K +$615K +2,144 New
FAT
494
First American Trust
California
$602K +$350K +1,221 +133%
CA
495
Continuum Advisory
Idaho
$600K +$33.8K +118 +6%
RWM
496
RKL Wealth Management
Pennsylvania
$596K -$16.9K -59 -3%
PSF
497
Pacific Sun Financial
California
$592K +$2.87K +10 +0.5%
CWA
498
Capital Wealth Alliance
Arizona
$591K -$145K -505 -19%
BB
499
Bell Bank
North Dakota
$588K +$599K +2,088 New
MFG
500
MidWestOne Financial Group
Iowa
$580K +$9.75K +34 +2%