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Vanguard Small-Cap Growth ETF

171 hedge funds and large institutions have $1.13B invested in Vanguard Small-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

117% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.84M

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $949M → $1.13B (+$181M)

9% more funds holding

Funds holding: 157171 (+14)

0.26% less ownership

Funds ownership: 34.1%33.84% (-0.26%)

Holders
171
Holders Change
+14
Holders Change %
+8.92%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
23
Increased
65
Reduced
46
Closed
7
Calls
$4.01M
Puts
$1.84M
Net Calls
+$2.16M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
NIS
76
National Investment Services
Wisconsin
$927K
Creative Planning
77
Creative Planning
Kansas
$922K +$61.9K +561 +7%
HCA
78
Harbour Capital Advisors
Virginia
$912K +$152K +1,375 +21%
PMG
79
ProVise Management Group
Florida
$909K
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$906K -$1.2M -10,904 -58%
FHA
81
First Horizon Advisors
Tennessee
$882K +$850K +7,700 New
MWR
82
McAdams Wright Ragen
Washington
$864K
IA
83
Ibbotson Associates
Illinois
$859K +$559K +5,067 +215%
GLRA
84
Gerald L. Ray & Associates
Texas
$843K -$11K -100 -1%
NPC
85
National Planning Corporation
California
$843K +$223K +2,023 +39%
KFS
86
KMS Financial Services
Washington
$827K +$1.55K +14 +0.2%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$816K +$118K +1,068 +18%
V
88
Veritable
Delaware
$809K +$781K +7,069 New
BFS
89
Bradley Foster & Sargent
Connecticut
$792K +$147K +1,329 +24%
ABC
90
Associated Banc-Corp
Wisconsin
$752K +$726K +6,571 New
DY
91
Dowling & Yahnke
California
$704K -$4.97K -45 -0.7%
AIA
92
Alerus Investment Advisors
Minnesota
$703K -$94.1K -852 -12%
CA
93
Cetera Advisors
Colorado
$703K +$60.2K +545 +10%
WA
94
WESPAC Advisors
California
$702K +$678K +6,137 New
SI
95
Stephens Inc
Arkansas
$653K -$2.21K -20 -0.3%
VFS
96
VSR Financial Services
Kansas
$648K +$212K +1,916 +51%
CDH
97
Charles D. Hyman
$618K
OIA
98
Optimum Investment Advisors
Illinois
$593K +$572K +5,178 New
Natixis Advisors
99
Natixis Advisors
Massachusetts
$570K -$1.42M -12,822 -72%
VKH
100
Virtu KCG Holdings
New York
$565K +$545K +4,932 New