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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
WP
751
Wealthspan Partners
Iowa
$244K +$7.82K +36 +4%
MFT
752
Moisand Fitzgerald Tamayo
Florida
$242K
ICG
753
InterOcean Capital Group
Tennessee
$237K -$373K -1,719 -64%
MW
754
Marcum Wealth
Ohio
$235K +$211K +970 New
LWM
755
LongView Wealth Management
Georgia
$234K +$216K +993 New
DFG
756
Dupree Financial Group
Kentucky
$233K +$209K +965 New
PCM
757
Parsons Capital Management
Rhode Island
$231K
TT
758
TI-Trust
Illinois
$231K
SCP
759
Stevens Capital Partners
Nebraska
$228K +$204K +942 New
VBWMG
760
Von Berge Wealth Management Group
California
$228K
NFA
761
Northwest Financial Advisors
Virginia
$224K +$201K +927 New
GT
762
Greenleaf Trust
Michigan
$224K +$201K +926 New
JPWM
763
Jamison Private Wealth Management
Georgia
$223K +$57.1K +263 +40%
SI
764
Saxon Interests
Texas
$223K +$200K +923 New
PWMAG
765
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$200K +922 New
SFMG
766
Sage Financial Management Group
Virginia
$222K +$199K +918 New
EFG
767
Embree Financial Group
Illinois
$220K +$197K +909 New
BMCM
768
Bryn Mawr Capital Management
Pennsylvania
$220K -$6.95K -32 -3%
FT
769
Fiduciary Trust
Massachusetts
$219K +$197K +907 New
FL
770
FreeGulliver LLC
Louisiana
$218K +$196K +901 New
KFP
771
KMG Fiduciary Partners
Ohio
$215K +$193K +890 New
CIA
772
Capital Investment Advisors
Georgia
$215K +$193K +889 New
MIM
773
Macroview Investment Management
Maryland
$215K +$179K +824 +1,288%
MIC
774
Means Investment Company
Maine
$214K +$192K +885 New
RF
775
Rollins Financial
Georgia
$213K +$191K +881 New