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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
SWM
476
Spire Wealth Management
Virginia
$577K -$76.8K -353 -12%
SAG
477
SageView Advisory Group
California
$572K -$323K -1,485 -37%
CCWM
478
Cassaday & Co Wealth Management
Virginia
$569K +$94.4K +434 +21%
PI
479
PFG Investments
New York
$567K +$57.7K +265 +12%
AWM
480
Axxcess Wealth Management
California
$564K +$86.8K +399 +19%
ECM
481
Evergreen Capital Management
Washington
$563K +$153K +704 +40%
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$561K -$342K -1,570 -39%
KP
483
Keel Point
Alabama
$557K +$528K +2,425 New
KFI
484
Key Financial Inc
Pennsylvania
$548K
OGF
485
Orin Green Financial
California
$548K
MFG
486
Magnus Financial Group
New York
$545K +$5.66K +26 +1%
GRP
487
Global Retirement Partners
California
$542K +$218 +1 +0%
FFS
488
Founders Financial Securities
Maryland
$540K +$41.6K +191 +9%
CWC
489
Carolinas Wealth Consulting
North Carolina
$539K +$218 +1 +0%
NAMP
490
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$536K -$9.79K -45 -2%
SPI
491
Sutton Place Investors
New York
$528K +$196K +901 +64%
SFI
492
SPC Financial Inc
Maryland
$526K +$13.5K +62 +3%
GSEP
493
Golden State Equity Partners
California
$525K +$498K +2,287 New
DAM
494
Derbend Asset Management
Georgia
$519K +$63.7K +293 +15%
1WM
495
1900 Wealth Management
Texas
$519K -$156K -716 -24%
PA
496
Procyon Advisors
Connecticut
$516K +$48.7K +224 +11%
SCA
497
Snowden Capital Advisors
New York
$514K -$10.2K -47 -2%
SFPG
498
Stonebridge Financial Planning Group
Florida
$505K +$64.2K +295 +16%
TFGT
499
TS Financial Group (TSFG)
Illinois
$504K -$43.5K -200 -8%
BB
500
Bell Bank
North Dakota
$498K