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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
JC
51
Jentner Corp
Ohio
$23M +$202K +704 +0.9%
MGIA
52
Moneta Group Investment Advisors
Missouri
$22.6M +$2.04M +7,111 +10%
BIA
53
BHK Investment Advisors
Alabama
$21.5M +$372K +1,298 +2%
SI
54
Stephens Inc
Arkansas
$20.8M +$3.26M +11,376 +18%
BFA
55
Bragg Financial Advisors
North Carolina
$20.7M
I
56
INVST
Indiana
$20.4M +$2.29M +7,990 +10%
Mariner
57
Mariner
Kansas
$19.6M +$7.3M +25,472 +58%
PAG
58
Private Advisor Group
New Jersey
$19.5M -$5.03M -17,523 -20%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$19.4M -$269K -939 -1%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$19M -$254K -885 -1%
AMG
61
Asset Management Group
Connecticut
$18.6M -$294K -1,024 -2%
RA
62
Rodgers & Associates
Pennsylvania
$18.6M +$136K +475 +0.7%
F
63
F3Logic
Minnesota
$18.5M +$3.56M +12,410 +23%
BWM
64
Brickley Wealth Management
California
$18.3M +$3.49M +12,182 +23%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$18.2M -$1.33M -4,623 -7%
RWP
66
RWA Wealth Partners
Massachusetts
$18.1M -$346K -1,208 -2%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$17.7M +$18M +62,872 New
SGAM
68
Stephens Group Asset Management
Arkansas
$17.5M -$821K -2,862 -4%
QIM
69
Quest Investment Management
Oregon
$17.3M
RWA
70
River Wealth Advisors
Pennsylvania
$17.1M +$218K +759 +1%
NA
71
NewEdge Advisors
Louisiana
$16.2M +$5.34M +18,622 +48%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$16.1M +$1.26M +4,393 +8%
AWM
73
Avior Wealth Management
Nebraska
$15.9M +$1.69M +5,877 +12%
BCIM
74
Bishop & Co Investment Management
Pennsylvania
$15.3M +$1.97M +6,867 +15%
BSWA
75
Bromfield Sneider Wealth Advisors
Massachusetts
$15.2M +$15.5M +53,956 New