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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
WE
701
Wealth Effects
Massachusetts
$300K +$269K +1,240 New
P
702
&Partners
Tennessee
$300K +$305K +1,406 New
BBHC
703
Brown Brothers Harriman & Co
New York
$297K +$26.5K +122 +11%
BWL
704
Bogart Wealth LLC
Virginia
$297K +$29.5K +136 +12%
SFS
705
Strategic Financial Services
New York
$297K
KBFS
706
Kohmann Bosshard Financial Services
Ohio
$296K +$11.3K +52 +4%
RWM
707
Ritholtz Wealth Management
New York
$289K +$260K +1,197 New
ES
708
Eagle Strategies
New York
$289K -$5.64K -26 -2%
VFP
709
Verus Financial Partners
Virginia
$288K
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$288K -$2.17K -10 -0.8%
WF
711
WoodTrust Financial
Wisconsin
$288K +$1.95K +9 +0.8%
CCM
712
Carlson Capital Management
Minnesota
$285K +$256K +1,180 New
FG
713
Fairman Group
Pennsylvania
$285K +$255K +1,177 New
SWP
714
Strategic Wealth Partners
Ohio
$284K +$255K +1,174 New
TA
715
TFG Advisers
Michigan
$283K +$434 +2 +0.2%
WA
716
WBH Advisory
Maryland
$283K
Fisher Asset Management
717
Fisher Asset Management
Washington
$283K +$254K +1,170 New
OFS
718
Oldfather Financial Services
Nebraska
$279K +$41.7K +192 +20%
CC
719
Courier Capital
New York
$278K -$69K -318 -22%
LCWP
720
Legacy Capital Wealth Partners
Arkansas
$277K +$3.04K +14 +1%
FAT
721
First American Trust
California
$276K +$6.08K +28 +3%
CPW
722
Cove Private Wealth
New York
$273K +$245K +1,130 New
TSS
723
Two Sigma Securities
New York
$273K +$245K +1,130 New
KL
724
KWMG LLC
Kansas
$273K -$10.7M -49,319 -98%
Deutsche Bank
725
Deutsche Bank
Germany
$272K -$110K -509 -31%