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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
HWM
501
Hemington Wealth Management
Virginia
$497K -$7.83K -36 -2%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$494K -$84.8K -390 -15%
WJA
503
Willis Johnson & Associates
Texas
$493K -$63.1K -290 -12%
ST
504
Smithfield Trust
Pennsylvania
$491K
FC
505
Fusion Capital
South Carolina
$491K -$4.35K -20 -0.9%
NIM
506
Northeast Investment Management
Massachusetts
$486K
SW
507
SVB Wealth
Massachusetts
$485K +$6.53K +30 +1%
MA
508
Mutual Advisors
Nebraska
$479K +$22.2K +102 +5%
RWM
509
Revisor Wealth Management
Ohio
$477K -$41.8K -192 -8%
RWM
510
RKL Wealth Management
Pennsylvania
$475K -$8.48K -39 -2%
SWA
511
Sax Wealth Advisors
New Jersey
$473K -$8.48K -39 -2%
AIM
512
Athena Investment Management
California
$472K
GT
513
Glenview Trust
Kentucky
$471K +$9.14K +42 +2%
SFG
514
StrategIQ Financial Group
Indiana
$462K +$17.2K +79 +4%
PSF
515
Pacific Sun Financial
California
$462K +$464K +2,134 New
HIA
516
Harbor Investment Advisory
Maryland
$461K -$21.3K -98 -5%
1W
517
1776 Wealth
Georgia
$459K
SIC
518
Salem Investment Counselors
North Carolina
$458K
CWM
519
CCG Wealth Management
California
$457K
AWA
520
Amplius Wealth Advisors
Pennsylvania
$456K -$5.66K -26 -1%
PP
521
Pegasus Partners
Wisconsin
$453K
FFL
522
Financial Freedom LLC
Ohio
$452K +$5.66K +26 +1%
RIA
523
Regal Investment Advisors
Michigan
$435K +$6.53K +30 +2%
ANTB
524
AMG National Trust Bank
Colorado
$434K
MAG
525
Mayfair Advisory Group
Alabama
$434K +$1.3K +6 +0.3%