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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
CFO
926
CVA Family Office
Colorado
$13.8K +$12.4K +57 New
FFA
927
Frazier Financial Advisors
Ohio
$12.6K +$11.3K +52 New
PWA
928
Provenance Wealth Advisors
Florida
$12.4K +$11.1K +51 New
FMII
929
Farmers & Merchants Investments Inc
Nebraska
$12.3K +$217 +1 +2%
PIS
930
POM Investment Strategies
North Carolina
$12.1K +$10.9K +50 New
FSWA
931
Financial Synergies Wealth Advisors
Texas
$11.6K +$12.6K +58 New
ITIM
932
Indiana Trust & Investment Management
Indiana
$11.6K +$10.4K +48 New
GFPC
933
Global Financial Private Client
Florida
$10.9K
BCMLT
934
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.5K -$2.39K -11 -18%
EWA
935
EverSource Wealth Advisors
Alabama
$9.68K -$10.4K -48 -55%
AFG
936
Albion Financial Group
Utah
$9.67K
FFA
937
Founders Financial Alliance
North Carolina
$9.2K -$10.9K -50 -57%
MBFW
938
Morton Brown Family Wealth
Pennsylvania
$9.19K
APC
939
Aspire Private Capital
North Carolina
$8.7K
FCA
940
FinTrust Capital Advisors
South Carolina
$8.22K
MA
941
MCF Advisors
Kentucky
$8.22K
SIS
942
Sound Income Strategies
Florida
$7.86K +$3.91K +18 +120%
CT
943
Clearstead Trust
Maine
$7.74K -$6.95K -32 -50%
TFM
944
TFC Financial Management
Massachusetts
$7.5K +$6.73K +31 New
TSWM
945
Tyler-Stone Wealth Management
Ohio
$7.25K -$4.34K -20 -40%
PWMG
946
Prestige Wealth Management Group
New Jersey
$7.01K
BLC
947
Brown, Lisle/Cummings
Rhode Island
$6.29K
FGA
948
Fortis Group Advisors
New Jersey
$6.29K +$2.82K +13 +100%
MWM
949
MGB Wealth Management
Texas
$6.13K +$5.43K +25 New
GPFA
950
Game Plan Financial Advisors
Ohio
$6.04K +$5.43K +25 New