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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
GWM
851
Grand Wealth Management
Michigan
$2.78K +$2.61K +12 New
LWCFA
852
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.76K +$2.61K +12 New
DF
853
DecisionPoint Financial
Arizona
$2.3K +$2.18K +10 New
CFO
854
CVA Family Office
Colorado
$2.3K
IFAM
855
Institutional & Family Asset Management
Colorado
$2.3K +$2.18K +10 New
JWM
856
Janiczek Wealth Management
Colorado
$1.85K
CAM
857
Costello Asset Management
Pennsylvania
$1.84K
AWM
858
Atticus Wealth Management
Florida
$1.61K
WAM
859
Worth Asset Management
Texas
$1.38K -$12.4K -57 -90%
WBC
860
West Branch Capital
Massachusetts
$1.15K
CA
861
Crewe Advisors
Utah
$230
RG
862
Retirement Group
California
$125 -$242K -1,112 -97%
FGAM
863
Financial Gravity Asset Management
Texas
$6
EC
864
Estate Counselors
Wisconsin
-$19.2M -88,675 Closed
NYLIM
865
New York Life Investment Management
New York
-$14.3M -65,900 Closed
WFM
866
Wolff Financial Management
Michigan
-$5.59M -25,852 Closed
RWA
867
Redhawk Wealth Advisors
Minnesota
-$5.18M -23,945 Closed
SCI
868
Stableford Capital II
Arizona
-$3.15M -15,682 Closed
MM
869
Main Management
California
-$2.29M -10,559 Closed
EWP
870
Engrave Wealth Partners
Texas
-$2M -9,444 Closed
PFA
871
Professional Financial Advisors
Nebraska
-$2M -8,060 Closed
HF
872
HRT Financial
New York
-$1.55M -7,160 Closed
KF
873
Krilogy Financial
Missouri
-$1.27M -5,865 Closed
RL
874
Retireful LLC
Michigan
-$799K -3,690 Closed
BWM
875
BCS Wealth Management
Tennessee
-$670K -3,098 Closed