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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
LW
676
Linscomb Wealth
Texas
$325K
GI
677
Gradient Investments
Minnesota
$325K +$42.3K +195 +17%
PB
678
Pinnacle Bancorp
Nebraska
$324K -$651 -3 -0.2%
CIC
679
Cutler Investment Counsel
Oregon
$324K -$2.17K -10 -0.7%
PWP
680
Principle Wealth Partners
Connecticut
$324K +$4.99K +23 +2%
AIM
681
Anchor Investment Management
South Carolina
$322K +$13.2K +61 +5%
SEP
682
Southland Equity Partners
Missouri
$320K +$1.74K +8 +0.6%
PFG
683
PAX Financial Group
Texas
$320K +$17.4K +80 +6%
DFG
684
Delta Financial Group
New Jersey
$320K +$70.3K +324 +32%
IPW
685
Invictus Private Wealth
Colorado
$320K
NF
686
NavPoint Financial
Minnesota
$320K +$287K +1,323 New
SPI
687
Sutton Place Investors
New York
$320K -$6.95K -32 -2%
SW
688
SteelPeak Wealth
California
$319K +$21.5K +99 +8%
JWM
689
Jeppson Wealth Management
California
$319K -$63.4K -292 -18%
GWSG
690
GPS Wealth Strategies Group
Colorado
$318K +$80.1K +369 +39%
SGCA
691
Steel Grove Capital Advisors
Tennessee
$317K -$32.6K -150 -10%
DWT
692
Dorsey & Whitney Trust
South Dakota
$317K -$21.9K -101 -7%
BA
693
Bluesphere Advisors
Pennsylvania
$315K +$67.7K +312 +31%
CT
694
Caldwell Trust
Florida
$313K -$39.9K -184 -12%
MIG
695
McGuire Investment Group
Rhode Island
$313K +$76.2K +351 +37%
SWM
696
Segment Wealth Management
Texas
$313K
NP
697
NorthRock Partners
Minnesota
$313K -$7.38K -34 -3%
CPA
698
Cardiff Park Advisors
California
$308K +$651 +3 +0.2%
DIP
699
Davis Investment Partners
North Carolina
$308K
ZB
700
Zions Bancorporation
Utah
$304K