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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
FMP
801
Financial Management Professionals
Texas
$169K +$152K +700 New
CFGS
802
Concourse Financial Group Securities
Alabama
$167K +$3.04K +14 +2%
JGIA
803
Jackson Grant Investment Advisers
Connecticut
$164K +$434 +2 +0.3%
ODG
804
O'Dell Group
Ohio
$162K +$146K +672 New
FPF
805
First Pacific Financial
Washington
$153K +$434 +2 +0.3%
CAS
806
Coppell Advisory Solutions
Texas
$151K +$15.2K +70 +13%
NF
807
Norwood Financial
Pennsylvania
$148K -$46.7K -215 -26%
WOC
808
West Oak Capital
California
$145K
SA
809
SRH Advisors
Kansas
$133K
RDIA
810
RE Dickinson Investment Advisors
Iowa
$132K -$32.8K -151 -22%
Lazard Asset Management
811
Lazard Asset Management
New York
$132K
IRC
812
Investors Research Corp
Georgia
$132K
LCM
813
Logan Capital Management
Pennsylvania
$129K
Barclays
814
Barclays
United Kingdom
$128K
DIP
815
DT Investment Partners
Pennsylvania
$123K
BEI
816
Benjamin Edwards Inc
Missouri
$121K +$4.34K +20 +4%
IHWM
817
Iron Horse Wealth Management
Iowa
$118K
LB
818
Legacy Bridge
Iowa
$114K
GWANC
819
Guardian Wealth Advisors (North Carolina)
North Carolina
$112K -$6.73K -31 -6%
MSWM
820
Mowery & Schoenfeld Wealth Management
Illinois
$112K +$100K +462 New
FDCDDQ
821
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K +$1.08K +5 +1%
RIL
822
Rothschild Investment LLC
Illinois
$107K +$95.7K +441 New
FP
823
Financial Perspectives
Minnesota
$104K +$217 +1 +0.2%
CSWM
824
Cassady Schiller Wealth Management
Ohio
$104K +$49.5K +228 +113%
OIA
825
Optimum Investment Advisors
Illinois
$104K -$26K -120 -22%