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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$11.4M +$9.25M +42,618 +941%
HB
102
HTLF Bank
Colorado
$11.4M +$10.2M +47,146 New
WA
103
WP Advisors
California
$11.2M -$173K -796 -2%
RCI
104
RS Crum Inc
California
$11.1M -$469K -2,161 -4%
JCM
105
Jacobsen Capital Management
Utah
$10.9M -$74.2K -342 -0.8%
KAS
106
Kestra Advisory Services
Texas
$10.9M +$4.61M +21,244 +89%
VF
107
Vawter Financial
Ohio
$10.9M +$2.29M +10,563 +31%
AWM
108
AE Wealth Management
Kansas
$10.8M +$3.28M +15,088 +49%
EWA
109
Exencial Wealth Advisors
Oklahoma
$10.8M +$1.95M +8,993 +25%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$10.7M +$20.2K +93 +0.2%
SF
111
Safeguard Financial
Wisconsin
$10.4M +$2.43M +11,188 +35%
CFB
112
Cullen/Frost Bankers
Texas
$10.2M +$478K +2,204 +6%
EDRIA
113
Edmonds Duncan Registered Investment Advisors
Kansas
$10.1M +$98.3K +453 +1%
RIA
114
Retirement Investment Advisors
Oklahoma
$10.1M -$6.92M -31,865 -43%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$9.86M +$1.04M +4,768 +13%
FA
116
FC Advisory
Pennsylvania
$9.85M +$206K +947 +2%
PWM
117
Praetorian Wealth Management
California
$9.82M -$878K -4,045 -9%
APP
118
Avantax Planning Partners
Iowa
$9.75M +$1.16M +5,357 +15%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$9.64M -$78.1K -360 -0.9%
BC
120
Bartlett & Co
Ohio
$9.64M -$78.1K -360 -0.9%
AWA
121
Aaron Wealth Advisors
Illinois
$9.58M +$366K +1,685 +4%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$9.58M -$82.5K -380 -0.9%
SPIA
123
Steward Partners Investment Advisory
New York
$9.43M +$324K +1,492 +4%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$9.13M -$5.69M -26,205 -41%
CAWM
125
Capital Advisors Wealth Management
Washington
$9.1M +$12.4K +57 +0.2%