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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
SAM
576
S.A. Mason
Michigan
$345K
1IA
577
1834 Investment Advisors
Wisconsin
$345K +$38.7K +178 +13%
BW
578
BIP Wealth
Georgia
$338K -$43.7K -201 -12%
MCCP
579
Mission Creek Capital Partners
California
$336K -$870 -4 -0.3%
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$335K -$835K -3,837 -72%
SGCA
581
Steel Grove Capital Advisors
Tennessee
$327K +$50K +230 +19%
AMM
582
American Money Management
California
$325K -$5K -23 -2%
WFA
583
Wells Financial Advisors
Massachusetts
$324K
NL
584
NWAM LLC
Washington
$324K +$47.4K +218 +18%
CA
585
CoreCap Advisors
Michigan
$324K +$307K +1,409 New
KA
586
Klingman & Associates
New York
$323K -$1.3K -6 -0.4%
PCH
587
PGIM Custom Harvest
New Jersey
$319K
IPW
588
Invictus Private Wealth
Colorado
$319K -$10K -46 -3%
WEG
589
World Equity Group
Illinois
$318K -$1.94M -8,916 -87%
APIM
590
Agate Pass Investment Management
Washington
$317K
HB
591
Horizon Bancorp
Indiana
$314K +$298K +1,368 New
CT
592
Caldwell Trust
Florida
$314K -$4.35K -20 -1%
GSIAS
593
Garden State Investment Advisory Services
New Jersey
$313K
DIP
594
Davis Investment Partners
North Carolina
$313K
CIC
595
Cutler Investment Counsel
Oregon
$312K -$10.9K -50 -4%
NCM
596
Narwhal Capital Management
Georgia
$310K
SAM
597
Silvercrest Asset Management
New York
$309K +$8.05K +37 +3%
LW
598
Linscomb Wealth
Texas
$309K -$4.35K -20 -1%
CFG
599
Carr Financial Group
Massachusetts
$309K
TA
600
TFG Advisers
Michigan
$306K +$7.62K +35 +3%