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Vanguard Small-Cap Growth ETF

863 hedge funds and large institutions have $7.89B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 343 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.77M

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

25.71% more ownership

Funds ownership: 54.79%80.5% (+26%)

19% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 289

11% more capital invested

Capital invested by funds: $7.1B → $7.89B (+$795M)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

2% more funds holding

Funds holding: 845863 (+18)

Holders
863
Holders Change
+18
Holders Change %
+2.13%
% of All Funds
13.55%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.75%
New
75
Increased
343
Reduced
289
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
801
Ancora Advisors
Ohio
$23.7K -$11.1K -51 -33%
MAWA
802
Moss Adams Wealth Advisors
Washington
$23.4K
AFS
803
Annapolis Financial Services
Maryland
$23K
WIM
804
Westside Investment Management
California
$22.7K
LFA
805
LGT Financial Advisors
Texas
$21.9K +$20.7K +95 New
SS
806
Sunbelt Securities
Texas
$20.2K
PC
807
Pecaut & Co
Iowa
$19.8K -$3.05K -14 -14%
OHWP
808
Oak Harbor Wealth Partners
North Carolina
$18.4K
RWPA
809
Richard W. Paul & Associates
Michigan
$18.4K
WTC
810
WhitTier Trust Company
Nevada
$17.2K
AWM
811
Abound Wealth Management
Tennessee
$16.8K
National Bank of Canada
812
National Bank of Canada
Quebec, Canada
$16.1K
CAL
813
Capital Analysts LLC
Pennsylvania
$16K
SAG
814
Spotlight Asset Group
Illinois
$15.4K +$14.6K +67 New
RA
815
Rise Advisors
New York
$14.9K -$6.09K -28 -30%
CT
816
Clearstead Trust
Maine
$14.7K -$103K -474 -88%
KA
817
Kozak & Associates
Colorado
$14.2K
NC
818
NewSquare Capital
Pennsylvania
$14K +$7.83K +36 +144%
SIS
819
Sound Income Strategies
Florida
$14K +$11.3K +52 +578%
BCMLT
820
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K
WB
821
Webster Bank
Connecticut
$13.1K
GWMI
822
Guardian Wealth Management (Illinois)
Illinois
$12K
Fuller & Thaler Asset Management
823
Fuller & Thaler Asset Management
California
$11.7K +$11.1K +51 New
FMII
824
Farmers & Merchants Investments Inc
Nebraska
$11.5K
TSWM
825
Tyler-Stone Wealth Management
Ohio
$11K +$10.9K +50 New