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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
MAG
676
Mokosak Advisory Group
Iowa
$253K -$10.9K -38 -4%
TNA
677
True North Advisors
Texas
$253K +$258K +899 New
HPC
678
HM Payson & Co
Maine
$250K +$171K +598 +208%
QCM
679
Quest Capital Management
Texas
$248K -$287 -1 -0.1%
EWM
680
Echo Wealth Management
Minnesota
$248K
CIA
681
Compass Ion Advisors
Pennsylvania
$247K +$287 +1 +0.1%
TFS
682
TrustCore Financial Services
Tennessee
$246K -$37.3K -130 -13%
HIS
683
Horizon Investment Services
Indiana
$246K +$7.74K +27 +3%
SFWC
684
Strategic Family Wealth Counselors
New Jersey
$244K +$249K +867 New
MIC
685
Means Investment Company
Maine
$243K
GPA
686
Garrison Point Advisors
California
$241K
SGK
687
Steigerwald Gordon & Koch
Virginia
$238K
RPC
688
Rossmore Private Capital
Connecticut
$237K
ACA
689
Aptus Capital Advisors
Alabama
$235K +$72K +251 +43%
HW
690
Hancock Whitney
Mississippi
$233K
CWA
691
Consilium Wealth Advisory
Texas
$232K +$237K +825 New
MSA
692
McAlister Sweet & Associates
Texas
$231K +$235K +821 New
MW
693
Marcum Wealth
Ohio
$229K +$233K +814 New
PA
694
Procyon Advisors
Connecticut
$228K -$13.5K -47 -5%
SWA
695
SFMG Wealth Advisors
Texas
$227K
UFA
696
US Financial Advisors
Massachusetts
$227K
GWANC
697
Guardian Wealth Advisors (North Carolina)
North Carolina
$227K +$231K +804 New
ORC
698
O'Rourke & Company
Massachusetts
$226K +$230K +802 New
CFS
699
Cannon Financial Strategists
Georgia
$226K -$14.3K -50 -6%
VWM
700
Vigilare Wealth Management
Arizona
$225K