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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
FC
526
Forte Capital
New York
$626K +$5.21K +24 +0.9%
BFA
527
Beacon Financial Advisory
Ohio
$623K +$217 +1 +0.1%
FFC
528
First Financial Corp
Indiana
$622K +$207K +955 +59%
EAM
529
Evanson Asset Management
California
$621K +$110K +508 +25%
GRP
530
Global Retirement Partners
California
$619K +$54.7K +252 +10%
HWA
531
Heartwood Wealth Advisors
Virginia
$619K
RIM
532
Rockbridge Investment Management
New York
$612K -$30.6K -141 -5%
IA
533
IFG Advisors
Missouri
$610K -$7.6K -35 -1%
FUBT
534
First United Bank & Trust
Maryland
$609K -$65.1K -300 -11%
EWMCB
535
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$607K -$909K -4,189 -63%
CSPAM
536
Cary Street Partners Asset Management
Virginia
$606K -$13.5K -62 -2%
VAM
537
Verity Asset Management
North Carolina
$605K -$106K -489 -16%
AWM
538
Aviso Wealth Management
Washington
$599K +$538K +2,480 New
CCWM
539
Cassaday & Co Wealth Management
Virginia
$599K
ZCM
540
Ziegler Capital Management
Illinois
$598K
ECM
541
Evergreen Capital Management
Washington
$593K
BP
542
Ballentine Partners
Massachusetts
$590K -$20.6K -95 -4%
ST
543
Smithfield Trust
Pennsylvania
$589K +$294K +1,355 +125%
RP
544
Riverbridge Partners
Minnesota
$588K +$528K +2,431 New
GJWM
545
Gilliland Jeter Wealth Management
Arkansas
$586K +$526K +2,424 New
S4W
546
Solutions 4 Wealth
Texas
$580K +$520K +2,397 New
LA
547
Lane & Associates
New Jersey
$579K +$79.9K +368 +18%
KFI
548
Key Financial Inc
Pennsylvania
$577K
AGC
549
Aspen Grove Capital
Colorado
$576K -$46K -212 -8%
TFF
550
The Family Firm
Maryland
$572K +$66.2K +305 +15%