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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
PCA
476
Prosperity Capital Advisors
Ohio
$771K +$262K +1,205 +61%
SAG
477
SageView Advisory Group
California
$771K +$149K +686 +27%
CP
478
Capital Planning
Washington
$771K +$692K +3,189 New
SW
479
SVB Wealth
Massachusetts
$769K +$230K +1,061 +50%
SIC
480
Shoker Investment Counsel
Ohio
$769K +$868 +4 +0.1%
VWA
481
Visionary Wealth Advisors
Illinois
$758K -$3.39M -15,630 -83%
CIA
482
Concurrent Investment Advisors
Florida
$754K +$677K +3,118 New
NB
483
Northwest Bancshares
Pennsylvania
$746K -$25.2K -116 -4%
KWM
484
Keebeck Wealth Management
Illinois
$745K +$296K +1,364 +79%
EP
485
Eudaimonia Partners
Tennessee
$744K +$71K +327 +12%
BWM
486
BCS Wealth Management
Tennessee
$740K
NAMNJ
487
NorthStar Asset Management (New Jersey)
New Jersey
$736K +$661K +3,045 New
CAL
488
Capital Analysts LLC
Pennsylvania
$733K +$1.3K +6 +0.2%
EWM
489
Evermay Wealth Management
Virginia
$733K -$4.56K -21 -0.7%
TAM
490
Townsend Asset Management
North Carolina
$733K +$63.4K +292 +11%
GJIA
491
Glass Jacobson Investment Advisors
Maryland
$726K -$45.2K -208 -6%
HIA
492
Harbor Investment Advisory
Maryland
$726K +$238K +1,095 +57%
FFS
493
Founders Financial Securities
Maryland
$721K +$135K +621 +26%
Citadel Advisors
494
Citadel Advisors
Florida
$720K -$1.19M -5,496 -65%
SFPG
495
Stonebridge Financial Planning Group
Florida
$717K +$12.4K +57 +2%
TFA
496
Tobias Financial Advisors
Florida
$717K +$84K +387 +15%
HPFG
497
Hart & Patterson Financial Group
Massachusetts
$716K +$643K +2,960 New
DI
498
DFPG Investments
Utah
$711K +$114K +525 +21%
DC
499
Davenport & Co
Virginia
$706K +$23.2K +107 +4%
CPSC
500
Carl P. Sherr & Co
Massachusetts
$702K -$34.5K -159 -5%