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Vanguard Small-Cap Growth ETF

897 hedge funds and large institutions have $8.7B invested in Vanguard Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 334 increasing their positions, 222 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 40

50% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 222

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

16% more funds holding

Funds holding: 771897 (+126)

5% more capital invested

Capital invested by funds: $8.26B → $8.7B (+$444M)

1.65% more ownership

Funds ownership: 51.76%53.41% (+1.6%)

57% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $12.7M

Holders
897
Holders Change
+126
Holders Change %
+16.34%
% of All Funds
13.8%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
0.8%
New
180
Increased
334
Reduced
222
Closed
40
Calls
$5.5M
Puts
$12.7M
Net Calls
-$7.24M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
876
BCR Wealth Strategies
Alabama
$7K +$7.17K +25 New
BA
877
Bivin & Associates
Oklahoma
$7K +$7.17K +25 New
SIS
878
Sound Income Strategies
Florida
$7K +$7.46K +26 New
CAM
879
Costello Asset Management
Pennsylvania
$6K
MHR
880
Matthew Hamilton Rosenberg
$6K +$6.6K +23 New
TWC
881
TD Waterhouse Canada
Ontario, Canada
$5.31K +$5.45K +19 New
SWM
882
Selective Wealth Management
Virginia
$5K
TCM
883
TD Capital Management
Tennessee
$5K
GWS
884
Glassman Wealth Services
Virginia
$4K -$2.01K -7 -32%
AWM
885
AllSquare Wealth Management
New York
$4K
PAIM
886
Punch & Associates Investment Management
Minnesota
$4K
TCWM
887
Total Clarity Wealth Management
Illinois
$3K
FRA
888
Front Row Advisors
California
$3K +$1.72K +6 +200%
TIM
889
Tortoise Investment Management
New York
$3K +$3.15K +11 New
HF
890
Halpern Financial
Virginia
$2.82K -$14.3K -50 -83%
CCM
891
Cribstone Capital Management
Maine
$2K
TCM
892
Tradewinds Capital Management
Washington
$2K
WBC
893
West Branch Capital
Massachusetts
$1K
CWM
894
CarsonAllaria Wealth Management
Illinois
$1K +$1.15K +4 New
LWM
895
Liberty Wealth Management
California
$845 -$12.3K -43 -93%
BBHC
896
Brown Brothers Harriman & Co
New York
$465 +$202K +703 +74%
BIM
897
Baldwin Investment Management
Pennsylvania
$358
FGAM
898
Financial Gravity Asset Management
Texas
$27 -$574 -2 -2%
WIM
899
Westside Investment Management
California
$27
Vanguard Group
900
Vanguard Group
Pennsylvania
-$7.68M -27,409 Closed