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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
BOPW
551
Brandywine Oak Private Wealth
Pennsylvania
$387K
TFF
552
The Family Firm
Maryland
$387K -$16.8K -77 -4%
Lido Advisors
553
Lido Advisors
California
$386K -$38.9K -179 -10%
OCM
554
One Capital Management
California
$386K -$19.6K -90 -5%
BC
555
Bowman & Company
Wisconsin
$384K -$86.2K -396 -19%
Deutsche Bank
556
Deutsche Bank
Germany
$383K +$16.5K +76 +5%
VFIC
557
Valley Forge Investment Consultants
Pennsylvania
$381K +$435 +2 +0.1%
LFAS
558
Level Four Advisory Services
Texas
$378K -$15.2K -70 -4%
VFA
559
Valeo Financial Advisors
Indiana
$371K +$3.92K +18 +1%
JWM
560
Jeppson Wealth Management
California
$369K +$653 +3 +0.2%
MMHP
561
Murphy Middleton Hinkle & Parker
Georgia
$367K +$3.26K +15 +0.9%
LDB
562
Lee, Danner & Bass
Tennessee
$366K
SM
563
Sensible Money
Arizona
$365K
FA
564
FDx Advisors
Illinois
$365K -$26.1K -120 -7%
PIAS
565
PCA Investment Advisory Services
Ohio
$365K +$3.48K +16 +1%
CCA
566
Clearwater Capital Advisors
Illinois
$362K -$10.9K -50 -3%
S
567
SignatureFD
Georgia
$362K +$123K +567 +56%
CHA
568
Carmichael Hill & Associates
Maryland
$361K
MSFS
569
Main Street Financial Solutions
Pennsylvania
$360K -$6.74K -31 -2%
TIA
570
Traphagen Investment Advisors
New Jersey
$358K -$54K -248 -14%
DWT
571
Dorsey & Whitney Trust
South Dakota
$354K -$32.6K -150 -9%
PVI
572
Pine Valley Investments
New Jersey
$354K +$218 +1 +0.1%
IC
573
IEQ Capital
California
$351K +$333K +1,529 New
SIC
574
Sigma Investment Counselors
Michigan
$350K
CC
575
Courier Capital
New York
$348K -$281K -1,291 -46%