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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
RFA
776
Rollins Financial Advisors
New York
$213K +$191K +881 New
FCH
777
Freestone Capital Holdings
Washington
$213K +$191K +879 New
CW
778
CIC Wealth
Maryland
$212K +$190K +877 New
SGK
779
Steigerwald Gordon & Koch
Virginia
$209K +$188K +866 New
AWM
780
Accurate Wealth Management
Florida
$209K -$122K -562 -39%
GGS
781
Galvin Gaustad & Stein
Arizona
$209K +$188K +864 New
CTFG
782
Capstone Triton Financial Group
Oklahoma
$207K +$186K +858 New
CW
783
CreativeOne Wealth
Kansas
$207K -$331K -1,526 -64%
HPC
784
HM Payson & Co
Maine
$206K
SFWC
785
Strategic Family Wealth Counselors
New Jersey
$206K +$185K +853 New
SIA
786
Schechter Investment Advisors
Michigan
$206K +$185K +850 New
HSA
787
HBK Sorce Advisory
Pennsylvania
$205K +$184K +849 New
RPC
788
Rossmore Private Capital
Connecticut
$202K +$181K +835 New
CGA
789
Crescent Grove Advisors
Illinois
$201K +$181K +832 New
AA
790
Argent Advisors
Louisiana
$201K +$180K +830 New
AIA
791
Arcadia Investment Advisors
Idaho
$196K
AWM
792
Angeles Wealth Management
California
$191K
NMG
793
New Millennium Group
Utah
$188K -$4.25M -19,589 -96%
NSIM
794
North Star Investment Management
Illinois
$187K
CIAS
795
Capital Investment Advisory Services
North Carolina
$183K +$8.68K +40 +6%
IBOK
796
Independence Bank of Kentucky
Kentucky
$179K
MIA
797
Milestone Investment Advisors
Wisconsin
$179K
PTC
798
Private Trust Company
Ohio
$175K
LA
799
LM Advisors
California
$169K +$152K +700 New
CAL
800
Capital Advisors Ltd
Ohio
$169K