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Vanguard Small-Cap Growth ETF

863 hedge funds and large institutions have $7.89B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 343 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.77M

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

25.71% more ownership

Funds ownership: 54.79%80.5% (+26%)

19% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 289

11% more capital invested

Capital invested by funds: $7.1B → $7.89B (+$795M)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

2% more funds holding

Funds holding: 845863 (+18)

Holders
863
Holders Change
+18
Holders Change %
+2.13%
% of All Funds
13.55%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.75%
New
75
Increased
343
Reduced
289
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
76
Asset Management Group
Connecticut
$15M -$130K -599 -0.9%
WIA
77
World Investment Advisors
California
$14.8M +$1.81M +8,338 +15%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$14.4M -$112K -514 -0.8%
SFG
79
Sage Financial Group
Pennsylvania
$14.1M +$65K +299 +0.5%
GFA
80
Gallagher Fiduciary Advisors
Illinois
$13.9M +$169K +776 +1%
PIFP
81
Partners in Financial Planning
Virginia
$13.7M -$120K -552 -0.9%
LI
82
LMCG Investments
Massachusetts
$13.6M -$708K -3,252 -5%
BFA
83
BBJS Financial Advisors
Washington
$13.1M +$4.57K +21 +0%
BSWA
84
Bromfield Sneider Wealth Advisors
Massachusetts
$13M -$139K -641 -1%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$12.9M +$1.02M +4,677 +9%
TWP
86
Total Wealth Planning
Ohio
$12.5M +$538K +2,474 +5%
RIA
87
Retirement Investment Advisors
Oklahoma
$12.5M +$4.36M +20,042 +58%
RF
88
Robinswood Financial
Washington
$12.4M +$11.7M +53,799 New
BRWA
89
B. Riley Wealth Advisors
Florida
$12.3M -$1.57M -7,238 -12%
QIM
90
Quest Investment Management
Oregon
$12.1M
CAM
91
Cresset Asset Management
Illinois
$12M +$2.03M +9,326 +22%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$12M +$233K +1,073 +2%
PWM
93
Praetorian Wealth Management
California
$11.7M +$129K +593 +1%
ML
94
McAdam LLC
Pennsylvania
$11.5M +$1.61M +7,414 +17%
E
95
ETFidea
New York
$11.4M +$241K +1,108 +2%
RCI
96
RS Crum Inc
California
$11.1M +$612K +2,812 +6%
KL
97
KWMG LLC
Kansas
$11M +$999K +4,593 +11%
BCM
98
Brookstone Capital Management
Illinois
$11M +$677K +3,113 +7%
WA
99
WP Advisors
California
$10.9M -$129K -592 -1%
CF
100
Corrigan Financial
Rhode Island
$10.8M +$4.13K +19 +0%