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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
IA
601
IFG Advisory
Georgia
$451K +$25K +115 +7%
WEG
602
World Equity Group
Illinois
$451K -$357K -1,645 -47%
TRCT
603
Tower Research Capital (TRC)
New York
$450K +$373K +1,719 +1,211%
PBF
604
Petix & Botte Financial
California
$450K
AR
605
Apeiron RIA
Texas
$449K +$4.56K +21 +1%
1WM
606
1900 Wealth Management
Texas
$449K -$121K -559 -23%
NAS
607
Nicolet Advisory Services
Wisconsin
$447K -$193K -890 -32%
RFC
608
Regions Financial Corp
Alabama
$446K +$6.73K +31 +2%
DAS
609
Dynamic Advisor Solutions
Arizona
$444K -$652K -3,003 -61%
MOS
610
MGO One Seven
Ohio
$440K +$127K +583 +47%
First Manhattan
611
First Manhattan
New York
$439K +$4.56K +21 +1%
EI
612
Ellevest Inc
New York
$437K
PO
613
Private Ocean
California
$434K +$168K +773 +75%
ANTB
614
AMG National Trust Bank
Colorado
$433K
KCFA
615
Key Client Fiduciary Advisors
New Jersey
$428K -$36.5K -168 -9%
EL
616
EWA LLC
Pennsylvania
$425K -$256K -1,180 -40%
MSAM
617
Moloney Securities Asset Management
Missouri
$425K +$115K +529 +43%
CA
618
CoreCap Advisors
Michigan
$425K -$8.47K -39 -2%
MAM
619
MWA Asset Management
Massachusetts
$423K +$16.3K +75 +4%
WA
620
Win Advisors
Florida
$420K +$377K +1,738 New
HA
621
HC Advisors
Georgia
$419K
HSBC Holdings
622
HSBC Holdings
United Kingdom
$419K +$125K +578 +50%
TWM
623
Thrive Wealth Management
Pennsylvania
$418K +$4.34K +20 +1%
RPWA
624
Regent Peak Wealth Advisors
Georgia
$416K -$22.6K -104 -6%
IC
625
IEQ Capital
California
$411K +$19.5K +90 +6%