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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
HWAM
726
Hennion & Walsh Asset Management
New Jersey
$201K +$204K +712 New
OAM
727
Occidental Asset Management
California
$200K -$1.43K -5 -0.7%
AIA
728
Arbor Investment Advisors
North Carolina
$200K +$204K +711 New
IHWM
729
Iron Horse Wealth Management
Iowa
$199K
WOC
730
West Oak Capital
California
$180K
CFA
731
Carroll Financial Associates
North Carolina
$177K
GI
732
Gradient Investments
Minnesota
$177K +$18.6K +65 +12%
OIA
733
Optimum Investment Advisors
Illinois
$174K -$7.17K -25 -4%
CPFP
734
Clear Perspectives Financial Planning
Ohio
$172K -$80.3K -280 -31%
LWA
735
Lenox Wealth Advisors
New York
$168K
NSIM
736
North Star Investment Management
Illinois
$166K
JWBC
737
John W. Brooker & Co
California
$160K
HIA
738
Harbor Investment Advisory
Maryland
$159K +$8.03K +28 +5%
IAG
739
Investmark Advisory Group
Connecticut
$159K +$163K +567 New
Lazard Asset Management
740
Lazard Asset Management
New York
$154K
BWA
741
BDO Wealth Advisors
Florida
$153K
IRC
742
Investors Research Corp
Georgia
$150K
Barclays
743
Barclays
United Kingdom
$149K -$39.9K -139 -21%
PO
744
Private Ocean
California
$147K
AWMS
745
Advocacy Wealth Management Services
Georgia
$143K
LB
746
Legacy Bridge
Iowa
$132K
BEI
747
Benjamin Edwards Inc
Missouri
$129K +$53.1K +185 +68%
CWS
748
Confluence Wealth Services
Pennsylvania
$127K +$129K +451 New
PSB
749
Piscataqua Savings Bank
New Hampshire
$113K -$3.44K -12 -3%
PB
750
Pinnacle Bancorp
Nebraska
$113K