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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
PL
651
Plancorp LLC
Missouri
$242K
TCM
652
Triumph Capital Management
Colorado
$241K -$1.09K -5 -0.5%
CAMG
653
CWA Asset Management Group
Florida
$241K -$65.7K -302 -22%
GCMG
654
Gyroscope Capital Management Group
Florida
$240K
CW
655
Channel Wealth
California
$239K -$95.5K -439 -30%
SW
656
SteelPeak Wealth
California
$238K +$225K +1,035 New
HSA
657
HBK Sorce Advisory
Pennsylvania
$235K -$63.1K -290 -22%
PG
658
Proffitt & Goodson
Tennessee
$232K
SBH
659
Segall Bryant & Hamill
Illinois
$232K -$43.5K -200 -17%
MFT
660
Moisand Fitzgerald Tamayo
Florida
$230K
BNP Paribas Financial Markets
661
BNP Paribas Financial Markets
France
$229K -$393K -1,805 -64%
VNA
662
Valley National Advisers
Pennsylvania
$229K +$3.48K +16 +2%
FAT
663
First American Trust
California
$225K +$213K +980 New
BWL
664
Bogart Wealth LLC
Virginia
$225K
W
665
WealthOne
New York
$224K +$212K +976 New
AWA
666
Arkadios Wealth Advisors
Georgia
$222K -$24.4K -112 -10%
KCFA
667
Key Client Fiduciary Advisors
New Jersey
$222K +$210K +967 New
WP
668
Wealthspan Partners
Iowa
$222K -$5K -23 -2%
LB
669
Leo Brokerage
Texas
$222K +$435 +2 +0.2%
WT
670
Whittier Trust
California
$221K
LWM
671
Liberty Wealth Management
California
$221K +$4.35K +20 New
OFS
672
Oldfather Financial Services
Nebraska
$221K +$209K +961 New
MPM
673
Meritage Portfolio Management
Kansas
$220K +$208K +956 New
VBWMG
674
Von Berge Wealth Management Group
California
$219K
PCM
675
Parsons Capital Management
Rhode Island
$219K +$208K +955 New