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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
IGWM
851
ICA Group Wealth Management
Colorado
$68.9K +$61.9K +285 New
CSB
852
City State Bank
Iowa
$63K
HDIM
853
Hanson & Doremus Investment Management
Vermont
$63K
AA
854
Addison Advisors
Vermont
$61.7K +$55.4K +255 New
HBW
855
Hazlett, Burt & Watson
West Virginia
$61K +$3.04K +14 +6%
DWMG
856
DB Wealth Management Group
California
$60.7K
MSS
857
Mitchell Sinkler & Starr
Pennsylvania
$60.4K +$54.3K +250 New
PWMG
858
Provence Wealth Management Group
California
$60.2K -$25K -115 -32%
JFA
859
JNBA Financial Advisors
Minnesota
$59.5K
WTC
860
WhitTier Trust Company
Nevada
$56.1K +$34.1K +157 +209%
CAM
861
Creekmur Asset Management
Illinois
$55K +$49.3K +227 New
CSWG
862
Cardinal Strategic Wealth Guidance
Kentucky
$54.9K -$7.82K -36 -14%
GEA
863
Glen Eagle Advisors
New Jersey
$54.5K -$2.17K -10 -4%
WT
864
Washington Trust
Rhode Island
$54.4K
AA
865
Ancora Advisors
Ohio
$53.7K +$18K +83 +60%
BSB
866
Bangor Savings Bank
Maine
$51K
VWA
867
Valued Wealth Advisors
Utah
$50.4K +$51K +235 New
BAM
868
Bellevue Asset Management
Washington
$49.6K
CSC
869
Caldwell Sutter Capital
California
$49.3K
ASBI
870
American State Bank (Iowa)
Iowa
$48.8K
BCPWM
871
Bradley & Co Private Wealth Management
Florida
$48.4K
MPCG
872
Matrix Private Capital Group
New York
$45.9K
SAM
873
Smartleaf Asset Management
Massachusetts
$43.8K +$38.6K +178 New
CJ
874
Caitlin John
Michigan
$43.8K +$39.3K +181 New
EWM
875
EPG Wealth Management
Georgia
$43.5K