We are live on ! Find out more
VBK icon

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
CT
726
Colonial Trust
South Carolina
$105K -$24.1K -111 -20%
FDCDDQ
727
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
BWM
728
Baystate Wealth Management
Massachusetts
$101K
FP
729
Financial Perspectives
Minnesota
$98.9K
CSWG
730
Cardinal Strategic Wealth Guidance
Kentucky
$98.8K
GIA
731
Goodwin Investment Advisory
Georgia
$94K +$62.2K +286 +233%
AAG
732
Armstrong Advisory Group
Massachusetts
$93.7K
IHWM
733
Iron Horse Wealth Management
Iowa
$93.3K -$55K -253 -38%
PAIM
734
Punch & Associates Investment Management
Minnesota
$92.6K +$84.4K +388 +2,587%
PSB
735
Piscataqua Savings Bank
New Hampshire
$91.9K
PA
736
PSI Advisors
Florida
$91.9K
CWP
737
Concord Wealth Partners
Virginia
$90.1K +$8.05K +37 +10%
OP
738
ORG Partners
Indiana
$89.7K +$85.1K +391 New
JWA
739
JFS Wealth Advisors
Pennsylvania
$89.6K
RFA
740
Register Financial Advisors
Georgia
$89.2K
BEI
741
Benjamin Edwards Inc
Missouri
$88K +$653 +3 +0.8%
FFA
742
Farther Finance Advisors
California
$85.2K -$86.2K -396 -52%
CTA
743
Colonial Trust Advisors
South Carolina
$83.4K -$4.13K -19 -5%
VCM
744
Vigilant Capital Management
Maine
$78K +$74.2K +341 New
PCMC
745
Private Capital Management (Colorado)
Colorado
$74.7K
NCM
746
Northwest Capital Management
Oregon
$73.7K +$69.8K +321 New
JFG
747
JDM Financial Group
Texas
$73.6K
FMB
748
Field & Main Bank
Kentucky
$73.1K +$69.2K +318 New
MRCM
749
M&R Capital Management
New Jersey
$73.1K +$69.2K +318 New
VWM
750
Venturi Wealth Management
Texas
$71.5K -$24.1K -111 -26%