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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
PPW
101
Pasadena Private Wealth
California
$10.7M +$154K +710 +2%
LFG
102
Larson Financial Group
Missouri
$10.5M +$1.34M +6,149 +15%
SC
103
Savant Capital
Illinois
$10.5M -$3.35M -15,392 -25%
JCM
104
Jacobsen Capital Management
Utah
$10.5M +$2.02M +9,285 +26%
SI
105
Stephens Inc
Arkansas
$9.95M -$287K -1,320 -3%
VF
106
Vawter Financial
Ohio
$9.86M +$73.3K +337 +0.8%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$9.83M +$5.28M +24,263 +131%
BPA
108
Beacon Pointe Advisors
California
$9.7M -$905K -4,162 -9%
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$9.48M -$734K -3,373 -8%
CFB
110
Cullen/Frost Bankers
Texas
$9.19M +$227K +1,044 +3%
DBT
111
Dubuque Bank & Trust
Iowa
$9.12M -$205K -940 -2%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$9.08M -$275K -1,266 -3%
BC
113
Bartlett & Co
Ohio
$9.08M -$275K -1,266 -3%
WANY
114
Wealthspire Advisors (New York)
New York
$9.07M -$258K -1,184 -3%
PPW
115
Presilium Private Wealth
Pennsylvania
$9.02M +$581K +2,671 +7%
FA
116
FC Advisory
Pennsylvania
$8.98M +$347K +1,595 +4%
AWM
117
Apollon Wealth Management
South Carolina
$8.95M +$1.45M +6,686 +21%
RZH
118
Relyea Zuckerberg Hanson
Connecticut
$8.84M +$298K +1,368 +4%
EDRIA
119
Edmonds Duncan Registered Investment Advisors
Kansas
$8.66M +$305K +1,400 +4%
CAWM
120
Capital Advisors Wealth Management
Washington
$8.62M +$169K +778 +2%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$8.6M -$112K -514 -1%
EWA
122
Exencial Wealth Advisors
Oklahoma
$8.46M +$524K +2,409 +7%
ONB
123
Old National Bancorp
Indiana
$8.44M -$54.4K -250 -0.7%
AWA
124
Aaron Wealth Advisors
Illinois
$8.09M +$468K +2,151 +7%
SPIA
125
Steward Partners Investment Advisory
New York
$8.04M +$8.92K +41 +0.1%