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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
PIFP
76
Partners in Financial Planning
Virginia
$15.5M +$307K +1,413 +2%
AMG
77
Asset Management Group
Connecticut
$15.4M -$231K -1,062 -2%
ML
78
McAdam LLC
Pennsylvania
$15.3M +$1.01M +4,642 +8%
LFG
79
Larson Financial Group
Missouri
$15.2M +$2.12M +9,757 +18%
BFA
80
BBJS Financial Advisors
Washington
$15.1M +$321K +1,477 +2%
GFA
81
Gallagher Fiduciary Advisors
Illinois
$15.1M +$1.11M +5,101 +9%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$15.1M -$306K -1,409 -2%
AWM
83
Apollon Wealth Management
South Carolina
$15.1M +$4.15M +19,122 +44%
SFG
84
Sage Financial Group
Pennsylvania
$14.8M -$54.3K -250 -0.4%
TWP
85
Total Wealth Planning
Ohio
$14.7M +$786K +3,622 +6%
SC
86
Swan Capital
Florida
$14.5M +$1.59M +7,336 +14%
Comerica Bank
87
Comerica Bank
Texas
$14.4M +$1.61M +7,394 +14%
LI
88
LMCG Investments
Massachusetts
$13.9M -$166K -765 -1%
BSWA
89
Bromfield Sneider Wealth Advisors
Massachusetts
$13.7M -$74K -341 -0.6%
SGAM
90
Stephens Group Asset Management
Arkansas
$13.4M -$2.76M -12,726 -19%
RF
91
Robinswood Financial
Washington
$13.3M +$284K +1,309 +2%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$13M +$136K +626 +1%
QIM
93
Quest Investment Management
Oregon
$12.7M
E
94
ETFidea
New York
$12.7M +$528K +2,432 +5%
PPW
95
Pasadena Private Wealth
California
$12.2M +$124K +569 +1%
BRWA
96
B. Riley Wealth Advisors
Florida
$12M -$3.62M -16,670 -25%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$11.8M +$5.86M +26,997 +125%
GC
98
Garde Capital
Washington
$11.7M +$5.13M +23,643 +95%
CF
99
Corrigan Financial
Rhode Island
$11.7M +$236K +1,085 +2%
SI
100
Stephens Inc
Arkansas
$11.5M +$1.23M +5,663 +14%