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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
CBFP
626
Cedar Brook Financial Partners
Ohio
$410K +$3.91K +18 +1%
UI
627
Unconventional Investor
New Hampshire
$408K
SL
628
Salomon & Ludwin
Virginia
$408K
VFIC
629
Valley Forge Investment Consultants
Pennsylvania
$405K +$3.04K +14 +0.8%
PVI
630
Pine Valley Investments
New Jersey
$401K +$23K +106 +7%
SCM
631
SOL Capital Management
Maryland
$400K -$229K -1,053 -39%
WFA
632
Wells Financial Advisors
Massachusetts
$397K +$49.9K +230 +16%
QCM
633
QRG Capital Management
Illinois
$396K -$64K -295 -15%
PD
634
Planning Directions
Pennsylvania
$395K -$2.6K -12 -0.7%
MMHP
635
Murphy Middleton Hinkle & Parker
Georgia
$393K
BC
636
Bowman & Company
Wisconsin
$391K +$3.04K +14 +0.9%
ARC
637
Advisor Resource Council
Texas
$391K +$351K +1,618 New
SAM
638
S.A. Mason
Michigan
$389K
FPAS
639
Focus Partners Advisor Solutions
Missouri
$387K +$347K +1,599 New
Lido Advisors
640
Lido Advisors
California
$385K -$58.2K -268 -14%
OC
641
Oppenheimer & Co
New York
$382K -$56.9K -262 -14%
CCA
642
Clearwater Capital Advisors
Illinois
$381K
FI
643
Financial Insights
Washington
$380K -$422K -1,942 -55%
CHA
644
Carmichael Hill & Associates
Maryland
$380K
SIC
645
Sigma Investment Counselors
Michigan
$379K +$9.55K +44 +3%
MSFS
646
Main Street Financial Solutions
Pennsylvania
$375K +$11.1K +51 +3%
BC
647
Burney Company
Virginia
$373K -$3.04K -14 -0.9%
PS
648
Principal Securities
Iowa
$370K +$332K +1,531 New
ATI
649
ARK & TLK Investments
Oklahoma
$369K +$331K +1,527 New
RWM
650
Revisor Wealth Management
Ohio
$368K -$128K -589 -28%