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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
IA
76
IndexIQ Advisors
New York
$15.2M -$644K -2,244 -4%
ODIJL
77
One Day In July LLC
Vermont
$14.9M +$618K +2,154 +4%
TAIM
78
TD Ameritrade Investment Management
Nebraska
$14.8M -$437K -1,525 -3%
SFG
79
Sage Financial Group
Pennsylvania
$13.8M +$165K +575 +1%
SWA
80
Strategies Wealth Advisors
Michigan
$13.6M +$13.8M +48,225 New
PPP
81
Private Portfolio Partners
New Jersey
$13.3M +$614K +2,140 +5%
BPA
82
Beacon Pointe Advisors
California
$12.9M -$1.9M -6,619 -13%
PIFP
83
Partners in Financial Planning
Virginia
$12.1M +$492K +1,717 +4%
Creative Planning
84
Creative Planning
Kansas
$11.9M +$358K +1,250 +3%
PPW
85
Pasadena Private Wealth
California
$11.7M +$239K +833 +2%
BC
86
Bartlett & Co
Ohio
$11.4M -$40.4K -141 -0.3%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$11.4M -$40.4K -141 -0.3%
GT
88
Glenmede Trust
Pennsylvania
$11.4M -$538K -1,876 -4%
LFG
89
Larson Financial Group
Missouri
$11.4M +$1.82M +6,355 +19%
E
90
ETFidea
New York
$11.2M +$11.4M +39,754 New
Jane Street
91
Jane Street
New York
$11.1M +$8.65M +30,161 +328%
CF
92
Corrigan Financial
Rhode Island
$11M +$72.3K +252 +0.6%
CFB
93
Cullen/Frost Bankers
Texas
$11M +$61.1K +213 +0.5%
CWA
94
Cornerstone Wealth Advisors
Minnesota
$10.7M +$118K +412 +1%
CAN
95
Cetera Advisor Networks
California
$10.4M +$2.41M +8,394 +30%
PWM
96
Praetorian Wealth Management
California
$10.3M +$321K +1,118 +3%
EWA
97
EP Wealth Advisors
California
$10.1M +$10.3M +35,872 New
WFM
98
Wolff Financial Management
Michigan
$10.1M +$10.3M +35,836 New
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$9.69M -$292K -1,019 -3%
FA
100
FC Advisory
Pennsylvania
$9.63M +$207K +722 +2%