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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
NSG
501
Nalls Sherbakoff Group
Tennessee
$700K -$24.5K -113 -4%
BB
502
Busey Bank
Illinois
$699K
CF
503
Centaurus Financial
California
$696K -$25K -115 -4%
FA
504
Financial Alternatives
California
$687K
JCM
505
Jacobi Capital Management
Pennsylvania
$686K -$12.8K -59 -2%
MFS
506
McNamara Financial Services
Massachusetts
$682K +$6.95K +32 +1%
ACP
507
Aveo Capital Partners
Colorado
$679K +$31.9K +147 +6%
CWM
508
Cherrydale Wealth Management
New Jersey
$678K +$9.12K +42 +2%
NFSG
509
Newbridge Financial Services Group
Florida
$674K +$202K +930 +50%
KP
510
Keel Point
Alabama
$669K +$72.1K +332 +14%
HFRG
511
Houlihan Financial Resource Group
Virginia
$663K +$45.2K +208 +8%
BFAG
512
Blackston Financial Advisory Group
Florida
$657K -$35.6K -164 -6%
IWN
513
Independent Wealth Network
Iowa
$657K +$3.69K +17 +0.6%
ADL
514
Asset Dedication LLC
California
$654K -$5.43K -25 -0.9%
HFS
515
Hoge Financial Services
Pennsylvania
$654K +$587K +2,703 New
CFA
516
Cahill Financial Advisors
Minnesota
$651K -$16.5K -76 -3%
UBV
517
United Bank (Virginia)
Virginia
$650K
1IA
518
1834 Investment Advisors
Wisconsin
$643K +$217K +1,001 +60%
SC
519
Steph & Co
Wisconsin
$642K +$27.4K +126 +5%
CA
520
Continuum Advisory
Idaho
$640K -$18.5K -85 -3%
TCOTS
521
Trust Company of the South
North Carolina
$637K +$572K +2,634 New
EA
522
Eudaimonia Advisors
Tennessee
$636K +$651 +3 +0.1%
CG
523
Caprock Group
Idaho
$632K +$868 +4 +0.2%
HCP
524
Hexagon Capital Partners
Arkansas
$632K -$272K -1,255 -32%
WP
525
WealthSource Partners
California
$630K