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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
BCM
801
Bourgeon Capital Management
Connecticut
$43K
ANBT
802
American National Bank & Trust
Texas
$43K +$43.9K +153 New
BlackRock
803
BlackRock
New York
$42K -$860 -3 -2%
BAM
804
Barrett Asset Management
New York
$42K
SCA
805
Sandy Cove Advisors
Massachusetts
$42K +$42.7K +149 New
RIA
806
Richwood Investment Advisors
Ohio
$42K +$43K +150 New
MWM
807
Mascoma Wealth Management
New Hampshire
$41K
MPCG
808
Matrix Private Capital Group
New York
$41K
HDIM
809
Hanson & Doremus Investment Management
Vermont
$40K +$2.01K +7 +5%
MA
810
Montag & Associates
Georgia
$36K
PA
811
PSI Advisors
Florida
$36K
MTIC
812
Missouri Trust & Investment Company
Missouri
$36K +$36.4K +127 New
RK
813
Rather & Kittrell
Tennessee
$36K +$37.3K +130 New
JFGIW
814
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$35.8K +125 New
PWM
815
Provident Wealth Management
Tennessee
$34K
RG
816
Retirement Group
California
$33K
BFG
817
Baron Financial Group
New Jersey
$32.7K
S
818
Surevest
California
$32K +$32.1K +112 New
EBA
819
Eagle Bay Advisors
New York
$30K
National Bank of Canada
820
National Bank of Canada
Quebec, Canada
$30K +$31K +108 New
AIC
821
Archer Investment Corporation
Indiana
$28.2K
AFS
822
Annapolis Financial Services
Maryland
$28K
GWA
823
Gibson Wealth Advisors
Texas
$28K +$28.1K +98 New
GWMI
824
Guardian Wealth Management (Illinois)
Illinois
$28K +$28.4K +99 New
MAM
825
Mystic Asset Management
Rhode Island
$28K +$28.7K +100 New