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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
PA
576
Procyon Advisors
Connecticut
$513K -$72.7K -335 -14%
NIM
577
Northeast Investment Management
Massachusetts
$511K -$868 -4 -0.2%
GT
578
Glenview Trust
Kentucky
$505K
SIC
579
Salem Investment Counselors
North Carolina
$503K +$12.2K +56 +3%
BB
580
Bell Bank
North Dakota
$501K
AIM
581
Athena Investment Management
California
$497K
FA
582
FSA Advisors
Michigan
$490K +$440K +2,027 New
1W
583
1776 Wealth
Georgia
$483K
CWM
584
CCG Wealth Management
California
$481K
PP
585
Pegasus Partners
Wisconsin
$476K
PFBT
586
Parkside Financial Bank & Trust
Missouri
$474K +$59.3K +273 +16%
PI
587
PFG Investments
New York
$472K -$99.2K -457 -19%
TFGT
588
TS Financial Group (TSFG)
Illinois
$467K -$32.8K -151 -7%
WIM
589
WealthPlan Investment Management
Nebraska
$466K -$2.39K -11 -0.6%
CAM
590
Cozad Asset Management
Illinois
$466K +$217 +1 +0.1%
SFP
591
Shepherd Financial Partners
Massachusetts
$463K
LFAS
592
Level Four Advisory Services
Texas
$462K +$51.7K +238 +14%
AWA
593
Amplius Wealth Advisors
Pennsylvania
$460K -$36.3K -167 -8%
ORC
594
O'Rourke & Company
Massachusetts
$459K +$110K +509 +37%
FFL
595
Financial Freedom LLC
Ohio
$459K -$15.2K -70 -4%
TFG
596
Taylor Financial Group
Virginia
$458K +$412K +1,896 New
RIA
597
Regal Investment Advisors
Michigan
$456K +$4.78K +22 +1%
ATPW
598
Ashton Thomas Private Wealth
Arizona
$453K +$11.7K +54 +3%
RA
599
Resolute Advisors
California
$453K +$1.08K +5 +0.3%
GLA
600
Good Life Advisors
Pennsylvania
$452K -$25.2K -116 -6%