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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
LW
576
Linscomb Wealth
Texas
$405K
CIC
577
Cutler Investment Counsel
Oregon
$403K -$7.74K -27 -2%
WAG
578
Winthrop Advisory Group
Massachusetts
$400K -$4.01K -14 -1%
AWM
579
Altium Wealth Management
New York
$399K +$14.6K +51 +4%
GSEP
580
Golden State Equity Partners
California
$399K +$94.3K +329 +30%
TWM
581
Thrive Wealth Management
Pennsylvania
$399K +$406K +1,417 New
TFA
582
TPG Financial Advisors
Oregon
$398K -$208K -724 -34%
PG
583
Prostatis Group
Maryland
$397K -$104K -361 -20%
ZB
584
Zions Bancorporation
Utah
$392K
MSFS
585
Main Street Financial Solutions
Pennsylvania
$391K +$35.3K +123 +10%
TWM
586
Triton Wealth Management
Arizona
$387K -$18.9K -66 -4%
TI
587
Trexquant Investment
Connecticut
$384K +$391K +1,362 New
SMC
588
Smith, Moore & Co
Missouri
$383K +$3.73K +13 +1%
CWA
589
Clarus Wealth Advisors
Arizona
$383K +$414K +1,442 New
SC
590
Scotia Capital
Ontario, Canada
$381K -$3.15K -11 -0.8%
KA
591
Klingman & Associates
New York
$381K
PP
592
Pegasus Partners
Wisconsin
$377K
CT
593
Caldwell Trust
Florida
$377K -$1.43K -5 -0.4%
KA
594
Kovack Advisors
Florida
$376K -$17.2K -60 -4%
KP
595
Keel Point
Alabama
$376K
TA
596
TFG Advisers
Michigan
$375K +$6.31K +22 +2%
PPA
597
Parametric Portfolio Associates
Washington
$371K +$83.5K +291 +28%
PFO
598
Pathstone Family Office
New Jersey
$367K +$370K +1,289 New
NP
599
NorthRock Partners
Minnesota
$366K -$103K -360 -22%
LWP
600
Lumature Wealth Partners
Georgia
$366K -$3.73K -13 -1%