We are live on ! Find out more
VBK icon

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
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$26.1M +$3.42M +15,767 +17%
Creative Planning
52
Creative Planning
Kansas
$25.9M -$2.65M -12,200 -10%
WPW
53
Waldron Private Wealth
Pennsylvania
$25.5M -$636K -2,932 -3%
IWA
54
Inspirion Wealth Advisors
Illinois
$25.4M +$324K +1,493 +1%
JC
55
Jentner Corp
Ohio
$25.1M +$1.17M +5,380 +5%
Members Trust
56
Members Trust
Florida
$24.3M -$10.5M -48,292 -33%
SWA
57
Strategies Wealth Advisors
Michigan
$23.2M +$1.03M +4,755 +5%
MFWP
58
Mosaic Family Wealth Partners
Missouri
$23.1M -$860K -3,960 -4%
BWM
59
Brickley Wealth Management
California
$23M +$110K +509 +0.5%
ODIJL
60
One Day In July LLC
Vermont
$22.5M +$907K +4,179 +5%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$457K +2,106 +2%
AWM
62
Avior Wealth Management
Nebraska
$20.4M +$877K +4,039 +5%
BPA
63
Beacon Pointe Advisors
California
$20.2M +$4.53M +20,888 +33%
I
64
INVST
Indiana
$19.5M +$14.8K +68 +0.1%
WANY
65
Wealthspire Advisors (New York)
New York
$19.4M +$8.83M +40,669 +103%
CAM
66
Cresset Asset Management
Illinois
$19.2M -$1.4M -6,446 -8%
PAG
67
Private Advisor Group
New Jersey
$19.1M +$712K +3,278 +4%
VCM
68
Vision Capital Management
Oregon
$18.4M +$273K +1,258 +2%
BIA
69
BHK Investment Advisors
Alabama
$17.8M -$4.65M -21,434 -23%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$17.4M -$788K -3,630 -5%
SHGA
71
Sand Hill Global Advisors
California
$17.2M +$13.6M +62,517 +735%
PPP
72
Private Portfolio Partners
New Jersey
$17M +$150K +693 +1%
BCIM
73
Bishop & Co Investment Management
Pennsylvania
$16.7M +$15M +68,875 New
AI
74
Atria Investments
North Carolina
$15.8M +$12.2M +56,065 +594%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$15.8M -$1.09M -5,024 -7%