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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
SEP
651
Southland Equity Partners
Missouri
$290K +$79.1K +276 +37%
IBOK
652
Independence Bank of Kentucky
Kentucky
$289K -$4.88K -17 -2%
SFG
653
Sovereign Financial Group
Connecticut
$289K +$294K +1,025 New
SFA
654
Sequoia Financial Advisors
Ohio
$286K +$291K +1,015 New
DAS
655
Dynamic Advisor Solutions
Arizona
$285K +$290K +1,013 New
MFT
656
Moisand Fitzgerald Tamayo
Florida
$282K
WT
657
Whittier Trust
California
$281K +$574 +2 +0.2%
SIA
658
Schechter Investment Advisors
Michigan
$279K +$284K +989 New
LC
659
Lindbrook Capital
California
$278K +$280K +975 +8,864%
AWA
660
Alaska Wealth Advisors
Alaska
$273K -$2.29K -8 -0.8%
SAM
661
Silvercrest Asset Management
New York
$271K
AWA
662
Arkadios Wealth Advisors
Georgia
$270K -$187K -653 -41%
SI
663
Saxon Interests
Texas
$268K +$287K +1,002 New
SPI
664
Sutton Place Investors
New York
$267K +$272K +947 New
WS
665
Wedbush Securities
California
$266K -$68K -237 -20%
RIS
666
Retirement Income Solutions
Michigan
$265K +$269K +939 New
PBF
667
Petix & Botte Financial
California
$262K -$267K -930 -50%
DWM
668
Doyle Wealth Management
Florida
$262K +$287 +1 +0.1%
TFGT
669
TS Financial Group (TSFG)
Illinois
$262K +$28.7K +100 +12%
FCM
670
Fourpath Capital Management
Oklahoma
$262K +$266K +928 New
VBWMG
671
Von Berge Wealth Management Group
California
$262K +$306K +1,067 New
AIA
672
Arcadia Investment Advisors
Idaho
$261K
VFA
673
Valeo Financial Advisors
Indiana
$258K +$43.9K +153 +20%
PCM
674
Parsons Capital Management
Rhode Island
$254K
CGA
675
Crescent Grove Advisors
Illinois
$253K -$17.8K -62 -6%