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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
CWC
551
Carolinas Wealth Consulting
North Carolina
$567K
SWM
552
Spire Wealth Management
Virginia
$567K -$50.6K -233 -9%
FWM
553
Fingerlakes Wealth Management
New York
$562K -$22.6K -104 -4%
FFA
554
Farther Finance Advisors
California
$560K +$352K +1,620 +233%
LA
555
Lindenwold Advisors
Pennsylvania
$559K +$502K +2,312 New
KA
556
Kure Advisory
Minnesota
$559K +$41.2K +190 +9%
OGF
557
Orin Green Financial
California
$557K -$13.9K -64 -3%
BWM
558
BKM Wealth Management
Wisconsin
$552K +$496K +2,283 New
DAM
559
Derbend Asset Management
Georgia
$547K +$217 +1 +0%
MA
560
Mutual Advisors
Nebraska
$544K +$38.9K +179 +9%
MFG
561
Magnus Financial Group
New York
$544K -$868 -4 -0.2%
MAG
562
Mayfair Advisory Group
Alabama
$542K +$74.7K +344 +18%
AWM
563
Axxcess Wealth Management
California
$542K -$56.9K -262 -10%
SFG
564
StrategIQ Financial Group
Indiana
$533K +$41.5K +191 +9%
RWM
565
RKL Wealth Management
Pennsylvania
$532K -$4.56K -21 -0.9%
RI
566
Rinkey Investments
California
$531K +$477K +2,198 New
NEPWA
567
New England Private Wealth Advisors
Massachusetts
$527K +$473K +2,179 New
WJA
568
Willis Johnson & Associates
Texas
$523K +$3.91K +18 +0.8%
SFA
569
Sequoia Financial Advisors
Ohio
$523K +$469K +2,162 New
HWM
570
Hemington Wealth Management
Virginia
$520K -$3.47K -16 -0.7%
BCM
571
Brookstone Capital Management
Illinois
$518K -$8.05M -37,086 -95%
PSF
572
Pacific Sun Financial
California
$516K
SFI
573
SPC Financial Inc
Maryland
$515K -$39.3K -181 -8%
FC
574
Fusion Capital
South Carolina
$513K +$868 +4 +0.2%
FHA
575
Flagship Harbor Advisors
Massachusetts
$513K +$202K +931 +78%