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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
AMM
551
American Money Management
California
$464K +$574 +2 +0.1%
WTA
552
Washington Trust Advisors
Massachusetts
$459K +$467K +1,629 New
FA
553
FDx Advisors
Illinois
$457K +$169K +588 +57%
IWN
554
Independent Wealth Network
Iowa
$454K +$9.18K +32 +2%
SAM
555
S.A. Mason
Michigan
$452K +$1.43K +5 +0.3%
JWM
556
Jeppson Wealth Management
California
$450K -$2.29K -8 -0.5%
LDB
557
Lee, Danner & Bass
Tennessee
$448K
MMHP
558
Murphy Middleton Hinkle & Parker
Georgia
$446K +$3.73K +13 +0.8%
DWM
559
Defined Wealth Management
Oregon
$445K +$51.9K +181 +13%
IA
560
IFG Advisory
Georgia
$437K -$25.8K -90 -5%
APG
561
Abacus Planning Group
South Carolina
$434K +$143K +500 +48%
CTA
562
Colonial Trust Advisors
South Carolina
$433K -$86.3K -301 -16%
WFA
563
Wells Financial Advisors
Massachusetts
$433K
CL
564
Cabana LLC
Arkansas
$433K +$441K +1,537 New
UI
565
Unconventional Investor
New Hampshire
$432K +$440K +1,534 New
MIS
566
Morningstar Investment Services
Illinois
$430K -$263K -918 -38%
GT
567
Greenleaf Trust
Michigan
$429K +$33.6K +117 +8%
AIA
568
Angeles Investment Advisors
California
$423K -$15.8K -55 -4%
RMDI
569
R.M. Davis Inc
Maine
$420K -$6.88K -24 -2%
VFP
570
Verus Financial Partners
Virginia
$419K -$64.5K -225 -13%
CFGS
571
Concourse Financial Group Securities
Alabama
$417K +$18.4K +64 +5%
PAMG
572
Patton Albertson Miller Group
Tennessee
$414K
NIM
573
Northeast Investment Management
Massachusetts
$414K +$421K +1,468 New
GFS
574
GYL Financial Synergies
Connecticut
$414K +$421K +1,469 New
AWA
575
Amplius Wealth Advisors
Pennsylvania
$413K +$421K +1,468 New