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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
CM
626
Capital Management
Virginia
$279K -$8.05K -37 -3%
AIM
627
Anchor Investment Management
South Carolina
$276K +$23.1K +106 +10%
RDIA
628
RE Dickinson Investment Advisors
Iowa
$276K -$42K -193 -14%
SVWAG
629
Sound View Wealth Advisors Group
Georgia
$274K
MOS
630
MGO One Seven
Ohio
$272K -$5K -23 -2%
KBFS
631
Kohmann Bosshard Financial Services
Ohio
$269K +$255K +1,173 New
WA
632
WBH Advisory
Maryland
$269K -$2.83K -13 -1%
SMC
633
Smith, Moore & Co
Missouri
$268K -$25.7K -118 -9%
Qube Research & Technologies (QRT)
634
Qube Research & Technologies (QRT)
United Kingdom
$265K +$285K +1,309 New
HSBC Holdings
635
HSBC Holdings
United Kingdom
$265K
AWA
636
Alaska Wealth Advisors
Alaska
$262K -$435 -2 -0.2%
USCWA
637
U.S. Capital Wealth Advisors
Texas
$262K +$248K +1,141 New
WF
638
WoodTrust Financial
Wisconsin
$262K +$20.7K +95 +9%
FHA
639
Flagship Harbor Advisors
Massachusetts
$260K +$246K +1,132 New
AC
640
Apella Capital
Connecticut
$258K +$245K +1,124 New
NCM
641
Novare Capital Management
North Carolina
$257K
MSA
642
Marino Stram & Associates
Massachusetts
$255K +$242K +1,111 New
BBHC
643
Brown Brothers Harriman & Co
New York
$254K +$27K +124 +13%
CAG
644
Compass Advisory Group
New York
$253K -$18.9K -87 -7%
BC
645
Burney Company
Virginia
$252K -$137K -628 -36%
PP
646
PDS Planning
Ohio
$249K -$2.83K -13 -1%
MWP
647
MYCIO Wealth Partners
Pennsylvania
$249K +$435 +2 +0.2%
NFSG
648
Newbridge Financial Services Group
Florida
$246K +$78.3K +360 +51%
RT
649
Rockland Trust
Massachusetts
$244K
GI
650
Gradient Investments
Minnesota
$244K +$55.5K +255 +32%