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Vanguard Small-Cap Growth ETF

225 hedge funds and large institutions have $1.48B invested in Vanguard Small-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

50% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 58

16% more capital invested

Capital invested by funds: $1.27B → $1.48B (+$204M)

4% more funds holding

Funds holding: 216225 (+9)

3.06% more ownership

Funds ownership: 34.87%37.93% (+3.1%)

6% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.64M

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
33
Increased
87
Reduced
58
Closed
19
Calls
$1.54M
Puts
$1.64M
Net Calls
-$101K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.08M +$4.3K +35 +0.4%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$1.08M +$76.2K +620 +8%
KeyBank National Association
103
KeyBank National Association
Ohio
$1.07M -$176K -1,435 -14%
ABC
104
Associated Banc-Corp
Wisconsin
$1.02M +$60.1K +489 +6%
EWA
105
Exencial Wealth Advisors
Oklahoma
$1.02M -$52.1K -424 -5%
NPC
106
National Planning Corporation
California
$1.01M +$43.9K +357 +5%
BEC
107
Blue Edge Capital
Virginia
$978K -$16.1K -131 -2%
AL
108
Aspiriant LLC
California
$944K -$39.3K -320 -4%
FHA
109
First Horizon Advisors
Tennessee
$935K +$43K +350 +5%
BCM
110
BTC Capital Management
Iowa
$885K +$52.1K +424 +6%
GLRA
111
Gerald L. Ray & Associates
Texas
$869K -$2.09K -17 -0.2%
V
112
Veritable
Delaware
$852K
Northern Trust
113
Northern Trust
Illinois
$845K -$61.4K -500 -7%
BFS
114
Bradley Foster & Sargent
Connecticut
$833K -$3.69K -30 -0.5%
M&T Bank
115
M&T Bank
New York
$810K +$161K +1,307 +25%
Comerica Bank
116
Comerica Bank
Texas
$800K +$441K +3,591 +130%
BBA
117
BLB&B Advisors
Pennsylvania
$794K
VFS
118
VSR Financial Services
Kansas
$774K -$16.2K -132 -2%
AIG
119
American International Group
New York
$766K +$44.2K +360 +6%
DY
120
Dowling & Yahnke
California
$729K
TWA
121
TCI Wealth Advisors
Arizona
$702K
AIA
122
Alerus Investment Advisors
Minnesota
$695K
BA
123
Boston Advisors
Massachusetts
$689K +$393K +3,198 +141%
CDH
124
Charles D. Hyman
$680K
OIA
125
Optimum Investment Advisors
Illinois
$647K -$614 -5 -0.1%