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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
NCM
726
Novare Capital Management
North Carolina
$271K
PIAS
727
PCA Investment Advisory Services
Ohio
$269K -$70.5K -325 -23%
FA
728
FDx Advisors
Illinois
$269K +$34.3K +158 +17%
MSA
729
Marino Stram & Associates
Massachusetts
$269K +$217 +1 +0.1%
CD
730
Chapin Davis
Maryland
$268K +$241K +1,109 New
WPW
731
Watershed Private Wealth
Illinois
$266K +$239K +1,101 New
SWA
732
Sightline Wealth Advisors
Connecticut
$265K +$217 +1 +0.1%
BNP Paribas Financial Markets
733
BNP Paribas Financial Markets
France
$265K +$69K +318 +41%
CAG
734
Compass Advisory Group
New York
$265K -$1.52K -7 -0.6%
RPGK
735
Retirement Planning Group (Kansas)
Kansas
$264K +$237K +1,092 New
GCA
736
Greenwood Capital Associates
South Carolina
$263K +$236K +1,089 New
FIA
737
Foundations Investment Advisors
Arizona
$263K -$151K -697 -39%
MWP
738
MYCIO Wealth Partners
Pennsylvania
$263K +$434 +2 +0.2%
JFG
739
JMG Financial Group
Illinois
$263K
PP
740
PDS Planning
Ohio
$262K
TFA
741
TPG Financial Advisors
Oregon
$262K +$4.99K +23 +2%
AWA
742
Arkadios Wealth Advisors
Georgia
$261K +$31.3K +144 +15%
PAG
743
Private Advisory Group
Washington
$261K -$67.1K -309 -22%
SMC
744
Smith, Moore & Co
Missouri
$259K -$13K -60 -5%
PL
745
Plancorp LLC
Missouri
$257K
S
746
SignatureFD
Georgia
$247K -$7.6K -35 -3%
AWA
747
Alaska Wealth Advisors
Alaska
$247K -$8.9K -41 -4%
CAMG
748
CWA Asset Management Group
Florida
$246K -$6.51K -30 -3%
FTIS
749
First Trust Investment Solutions
Florida
$246K +$221K +1,017 New
PG
750
Proffitt & Goodson
Tennessee
$244K