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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
SWM
601
Segment Wealth Management
Texas
$365K
ECM
602
Evergreen Capital Management
Washington
$362K +$4.3K +15 +1%
W
603
Wealthquest
Ohio
$359K +$6.88K +24 +2%
USCWA
604
U.S. Capital Wealth Advisors
Texas
$354K -$574 -2 -0.2%
CM
605
Capital Management
Virginia
$352K
SFS
606
Strategic Financial Services
New York
$349K
XF
607
XML Financial
Maryland
$348K
SFG
608
StrategIQ Financial Group
Indiana
$347K +$87.5K +305 +33%
WI
609
Wintrust Investments
Illinois
$346K +$8.6K +30 +3%
PAS
610
Park Avenue Securities
New York
$344K -$16.9K -59 -5%
BWM
611
BNC Wealth Management
Oregon
$339K -$6.02K -21 -2%
GWM
612
Gray Wealth Management
Maine
$339K +$15.8K +55 +5%
IPW
613
Intergy Private Wealth
Colorado
$339K +$345K +1,203 New
GT
614
Glenview Trust
Kentucky
$338K
CFG
615
Citizens Financial Group
Rhode Island
$337K +$15.5K +54 +5%
5L
616
55I LLC
Massachusetts
$336K -$97.8K -341 -22%
SVWAG
617
Sound View Wealth Advisors Group
Georgia
$336K
WKWM
618
Walter & Keenan Wealth Management
Indiana
$336K +$34.1K +119 +11%
WA
619
WBH Advisory
Maryland
$334K
AFAS
620
Acorn Financial Advisory Services
Virginia
$328K +$50.2K +175 +18%
IFWM
621
Institute for Wealth Management
Colorado
$327K -$54.5K -190 -14%
S
622
SignatureFD
Georgia
$325K -$30.7K -107 -8%
SCM
623
SOL Capital Management
Maryland
$325K
SFG
624
Sather Financial Group
Texas
$322K
BCI
625
Brinker Capital Investments
Pennsylvania
$322K +$328K +1,144 New