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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
CT
826
Colonial Trust
South Carolina
$103K -$8.9K -41 -9%
CWP
827
Concord Wealth Partners
Virginia
$102K
SIS
828
Strategic Investment Solutions
Illinois
$98.5K -$5.9M -27,193 -99%
PAIM
829
Punch & Associates Investment Management
Minnesota
$97.4K
AAG
830
Armstrong Advisory Group
Massachusetts
$97K +$16.7K +77 +24%
PSB
831
Piscataqua Savings Bank
New Hampshire
$96.7K
PA
832
PSI Advisors
Florida
$96.7K
CG
833
Cutler Group
California
$96K +$65.1K +300 +300%
SSB
834
Sandy Spring Bank
Maryland
$95.5K
JWA
835
JFS Wealth Advisors
Pennsylvania
$94.3K
RFA
836
Register Financial Advisors
Georgia
$94.3K +$217 +1 +0.3%
RAM
837
Ramirez Asset Management
New York
$91.9K
VWM
838
Venturi Wealth Management
Texas
$91K +$1.08K +5 +1%
PS
839
Planned Solutions
California
$88.2K +$79.2K +365 New
BTI
840
Blue Trust Inc
Georgia
$85K +$44.1K +203 +107%
BWM
841
Baystate Wealth Management
Massachusetts
$84.3K -$20.8K -96 -22%
CTA
842
Colonial Trust Advisors
South Carolina
$83.7K +$3.04K +14 +4%
Russell Investments Group
843
Russell Investments Group
United Kingdom
$82.9K
PCMC
844
Private Capital Management (Colorado)
Colorado
$78.6K -$9.55K -44 -12%
NCM
845
Northwest Capital Management
Oregon
$77.6K
JFG
846
JDM Financial Group
Texas
$77.4K
MRCM
847
M&R Capital Management
New Jersey
$76.9K
TC
848
Truvestments Capital
Florida
$76.9K +$3.91K +18 +6%
PAI
849
Pittenger & Anderson Inc
Nebraska
$75.4K
TH
850
TCTC Holdings
Texas
$72.5K