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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
MCM
101
McMillion Capital Management
North Carolina
$9.59M -$90.9K -317 -0.9%
SPIA
102
Steward Partners Investment Advisory
New York
$9.38M +$985K +3,434 +12%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$9.36M +$87.2K +304 +0.9%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$9.22M +$1.27M +4,424 +16%
TW
105
Towerpoint Wealth
California
$9.19M -$1.17M -4,093 -11%
IFS
106
Ifrah Financial Services
Arkansas
$8.99M -$78.6K -274 -0.9%
ONB
107
Old National Bancorp
Indiana
$8.96M +$368K +1,283 +4%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$8.93M -$151K -527 -2%
EWA
109
Exencial Wealth Advisors
Oklahoma
$8.88M +$9.04M +31,531 New
KL
110
KWMG LLC
Kansas
$8.84M +$214K +747 +2%
RH
111
RFG Holdings
Texas
$8.82M +$97.8K +341 +1%
EDRIA
112
Edmonds Duncan Registered Investment Advisors
Kansas
$8.73M +$678K +2,366 +7%
PFPT
113
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.68M +$555K +1,935 +7%
PCG
114
Private Capital Group
Connecticut
$8.65M -$90.3K -315 -1%
JP Morgan Chase
115
JP Morgan Chase
New York
$8.56M +$1.09M +3,802 +14%
DBT
116
Dubuque Bank & Trust
Iowa
$8.47M +$632K +2,205 +8%
RZH
117
Relyea Zuckerberg Hanson
Connecticut
$8.35M +$1.39M +4,845 +16%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$8.12M -$53.6K -187 -0.6%
BRWM
119
B. Riley Wealth Management
Tennessee
$8.11M +$264K +919 +3%
JCM
120
Jacobsen Capital Management
Utah
$8.09M +$12K +42 +0.1%
MCM
121
Manchester Capital Management
Vermont
$8.02M -$268K -935 -3%
NMG
122
New Millennium Group
Utah
$7.95M +$8.09M +28,200 New
WANY
123
Wealthspire Advisors (New York)
New York
$7.76M +$6.02M +20,989 +320%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$7.75M -$149K -521 -2%
GC
125
Garde Capital
Washington
$7.73M +$72K +251 +0.9%