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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
LPP
951
Life Planning Partners
Florida
$5.56K +$4.99K +23 New
B
952
Birchbrook
Maine
$5.08K +$4.56K +21 New
GWS
953
Glassman Wealth Services
Virginia
$5.08K +$4.56K +21 New
DFA
954
DHJJ Financial Advisors
Illinois
$4.84K
BBPWM
955
Blue Bell Private Wealth Management
Pennsylvania
$4.59K
TWC
956
TD Waterhouse Canada
Ontario, Canada
$4.41K
AFWM
957
Abich Financial Wealth Management
Virginia
$4.4K +$3.91K +18 New
AGWCA
958
Annis Gardner Whiting Capital Advisors
Florida
$3.38K
NB
959
NBT Bank
New York
$3.38K +$3.04K +14 New
FA
960
Faithward Advisors
Pennsylvania
$3.31K
JWM
961
Janiczek Wealth Management
Colorado
$3.16K
AWM
962
AllSquare Wealth Management
New York
$3.14K
PCMC
963
Planning Capital Management Corporation
Pennsylvania
$2.79K +$2.6K +12 New
DF
964
DecisionPoint Financial
Arizona
$2.42K
NC
965
NewSquare Capital
Pennsylvania
$2.42K
LFA
966
Livelsberger Financial Advisory
Ohio
$2.18K +$1.95K +9 New
TVAMP
967
Tennessee Valley Asset Management Partners
Tennessee
$2.18K +$1.95K +9 New
CAM
968
Costello Asset Management
Pennsylvania
$1.93K
AWM
969
Atticus Wealth Management
Florida
$1.69K
DCM
970
Davis Capital Management
Florida
$1.45K +$1.3K +6 New
KWAG
971
Kiely Wealth Advisory Group
North Carolina
$1.43K +$1.3K +6 New
WBC
972
West Branch Capital
Massachusetts
$1.21K
PCWA
973
Pacific Capital Wealth Advisors
California
$967 +$868 +4 New
LTI
974
Laffer Tengler Investments
Tennessee
$484 +$434 +2 New
AEPWM
975
Atlantic Edge Private Wealth Management
Florida
$242 +$217 +1 New