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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
PWP
501
Principle Wealth Partners
Connecticut
$574K +$287 +1 +0%
KPWS
502
Kestra Private Wealth Services
Texas
$568K +$217K +756 +60%
CCA
503
Clearwater Capital Advisors
Illinois
$567K
PWM
504
Perigon Wealth Management
California
$566K +$33.8K +118 +6%
OPS
505
Orion Portfolio Solutions
Nebraska
$565K -$145K -507 -20%
CWM
506
CCG Wealth Management
California
$560K
IFPL
507
Investments & Financial Planning LLC
Kentucky
$559K +$643K +2,242 New
HI
508
Harbour Investments
Wisconsin
$558K -$575K -2,004 -50%
GG
509
Gofen & Glossberg
Illinois
$558K +$194K +678 +52%
LFAS
510
Level Four Advisory Services
Texas
$555K +$50.8K +177 +10%
GLA
511
Good Life Advisors
Pennsylvania
$548K -$45.6K -159 -8%
CCM
512
Coldstream Capital Management
Washington
$548K +$557K +1,944 New
Deutsche Bank
513
Deutsche Bank
Germany
$546K -$135K -470 -20%
Neuberger Berman Group
514
Neuberger Berman Group
New York
$546K +$43K +150 +8%
AA
515
Aire Advisors
California
$546K +$555K +1,937 New
BWM
516
BCGM Wealth Management
Indiana
$545K -$4.3K -15 -0.8%
WP
517
Wealthspan Partners
Iowa
$544K +$554K +1,931 New
1W
518
1776 Wealth
Georgia
$540K
ANTB
519
AMG National Trust Bank
Colorado
$536K +$16.6K +58 +3%
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
$534K +$61.1K +213 +13%
MFA
521
McClarren Financial Advisors
Pennsylvania
$532K +$124K +432 +30%
AW
522
ACG Wealth
Georgia
$528K +$244K +850 +83%
RA
523
Resolute Advisors
California
$526K +$860 +3 +0.2%
IF
524
Intrua Financial
Texas
$524K -$71.1K -248 -12%
SIC
525
Salem Investment Counselors
North Carolina
$523K -$22.9K -80 -4%