We are live on ! Find out more
VBK icon

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
NAMP
651
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$365K -$163K -750 -33%
SWM
652
Silverlake Wealth Management
Vermont
$364K +$58.6K +270 +22%
CFG
653
Citizens Financial Group
Rhode Island
$359K +$47.3K +218 +17%
PFS
654
Prospect Financial Services
New York
$359K +$322K +1,484 New
BOPW
655
Brandywine Oak Private Wealth
Pennsylvania
$357K -$44.9K -207 -12%
SCA
656
Snowden Capital Advisors
New York
$356K +$16.3K +75 +5%
TCM
657
Triumph Capital Management
Colorado
$354K -$6.73K -31 -2%
MCCP
658
Mission Creek Capital Partners
California
$354K +$868 +4 +0.3%
BW
659
BIP Wealth
Georgia
$354K +$15.4K +71 +5%
SAM
660
Silvercrest Asset Management
New York
$354K +$25.2K +116 +9%
BCM
661
BluePointe Capital Management
California
$352K +$316K +1,454 New
KA
662
Kovack Advisors
Florida
$348K +$88.3K +407 +39%
GSIAS
663
Garden State Investment Advisory Services
New Jersey
$348K +$31.7K +146 +11%
SM
664
Sensible Money
Arizona
$345K
NL
665
NWAM LLC
Washington
$345K +$53.8K +248 +21%
AMM
666
American Money Management
California
$343K +$651 +3 +0.2%
FFA
667
Florida Financial Advisors
Florida
$343K +$308K +1,417 New
KA
668
Klingman & Associates
New York
$340K
PCH
669
PGIM Custom Harvest
New Jersey
$338K +$1.52K +7 +0.5%
LDB
670
Lee, Danner & Bass
Tennessee
$336K -$21.7K -100 -7%
APIM
671
Agate Pass Investment Management
Washington
$333K
AC
672
Apella Capital
Connecticut
$328K +$22.4K +103 +8%
CA
673
Clearstead Advisors
Ohio
$328K -$115K -530 -28%
NCM
674
Narwhal Capital Management
Georgia
$327K +$217 +1 +0.1%
SWA
675
Sax Wealth Advisors
New Jersey
$326K +$41.7K +192 +17%