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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
MIA
701
Milestone Investment Advisors
Wisconsin
$170K
IBOK
702
Independence Bank of Kentucky
Kentucky
$170K -$5.66K -26 -3%
PTC
703
Private Trust Company
Ohio
$166K -$18.3K -84 -10%
CFGS
704
Concourse Financial Group Securities
Alabama
$165K -$31.3K -144 -17%
CIAS
705
Capital Investment Advisory Services
North Carolina
$160K -$2.18K -10 -1%
CAL
706
Capital Advisors Ltd
Ohio
$160K
JGIA
707
Jackson Grant Investment Advisers
Connecticut
$156K +$218 +1 +0.1%
CIA
708
Cape Investment Advisory
Georgia
$152K -$2.18K -10 -1%
RIA
709
Realta Investment Advisors
Delaware
$147K +$139K +641 New
FPF
710
First Pacific Financial
Washington
$145K +$137K +631 New
WOC
711
West Oak Capital
California
$142K
CAS
712
Coppell Advisory Solutions
Texas
$142K +$136K +624 New
CA
713
Clearstead Advisors
Ohio
$141K
SSB
714
Sandy Spring Bank
Maryland
$127K +$34.4K +158 +40%
OIA
715
Optimum Investment Advisors
Illinois
$126K
Lazard Asset Management
716
Lazard Asset Management
New York
$126K
IRC
717
Investors Research Corp
Georgia
$125K
LCM
718
Logan Capital Management
Pennsylvania
$122K
DIP
719
DT Investment Partners
Pennsylvania
$122K
Barclays
720
Barclays
United Kingdom
$122K
PG
721
Prostatis Group
Maryland
$122K +$4.85M +22,277 New
SA
722
SRH Advisors
Kansas
$119K
BWA
723
BDO Wealth Advisors
Florida
$114K +$218 +1 +0.2%
GWANC
724
Guardian Wealth Advisors (North Carolina)
North Carolina
$113K -$20.9K -96 -16%
LB
725
Legacy Bridge
Iowa
$108K