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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
LCM
776
Logan Capital Management
Pennsylvania
$62K
FCT
777
First Community Trust
Iowa
$60.6K +$61.7K +215 New
SWA
778
Sutton Wealth Advisors
Florida
$59.2K
BAM
779
Bellevue Asset Management
Washington
$58K
CFN
780
Cordasco Financial Network
Florida
$57K
COCM
781
Charter Oak Capital Management
New Hampshire
$57K +$35.3K +123 +156%
ASBI
782
American State Bank (Iowa)
Iowa
$56.9K
BCPWM
783
Bradley & Co Private Wealth Management
Florida
$56K
PCTC
784
Perkins Coie Trust Company
Washington
$56K
WT
785
Washington Trust
Rhode Island
$56K
EWA
786
EverSource Wealth Advisors
Alabama
$56K +$57.4K +200 New
NG
787
NWK Group
California
$55K
BWM
788
Baystate Wealth Management
Massachusetts
$54K
FFA
789
Founders Financial Alliance
North Carolina
$50K
FFA
790
Freedman Financial Associates
Massachusetts
$50K
RPCONE
791
Retirement Planning Company of New England
Rhode Island
$50K +$51.6K +180 New
ME
792
McIlrath & Eck
Washington
$49K
AA
793
Ancora Advisors
Ohio
$48K +$23.2K +81 +92%
DHGWA
794
Dixon Hughes Goodman Wealth Advisors
North Carolina
$48K +$49K +171 New
BWM
795
BerganKDV Wealth Management
Minnesota
$47K
BW
796
Bison Wealth
Georgia
$47K
EW
797
Element Wealth
Mississippi
$46K
SIC
798
SJS Investment Consulting
Ohio
$46K +$47.3K +165 New
BFC
799
Bedel Financial Consulting
Indiana
$45K
TF
800
Tompkins Financial
New York
$44K