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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
HCMT
126
Highland Capital Management (Tennessee)
Tennessee
$8M +$236K +1,085 +3%
Cerity Partners
127
Cerity Partners
New York
$7.99M +$3M +13,793 +66%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$7.8M +$38.7K +178 +0.5%
APP
129
Avantax Planning Partners
Iowa
$7.77M -$145K -666 -2%
GT
130
Glenmede Trust
Pennsylvania
$7.65M
SIA
131
Strategic Investment Advisors
Michigan
$7.56M +$3.69M +16,977 +106%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$7.42M +$39.4K +181 +0.6%
CWA
133
Cornerstone Wealth Advisors
Minnesota
$7.36M +$268K +1,230 +4%
FPIS
134
Financial Planning & Information Services
Wisconsin
$7.29M +$1.12M +5,160 +19%
William Blair & Company
135
William Blair & Company
Illinois
$7.26M -$483K -2,220 -7%
IFS
136
Ifrah Financial Services
Arkansas
$7.25M +$123K +567 +2%
MWM
137
Marion Wealth Management
Pennsylvania
$7.14M +$93.1K +428 +1%
FOFP
138
Fee-Only Financial Planning
South Carolina
$7.05M -$49K -225 -0.7%
AWM
139
AE Wealth Management
Kansas
$6.82M -$260K -1,196 -4%
CM
140
Cornerstone Management
Georgia
$6.73M -$641K -2,948 -9%
EWMCB
141
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.6M -$210K -965 -3%
WA
142
Waverly Advisors
Alabama
$6.52M -$367K -1,688 -6%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$6.44M +$89.6K +412 +1%
TW
144
Towerpoint Wealth
California
$6.32M +$108K +498 +2%
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.96M -$441K -2,025 -7%
ACM
146
Avalon Capital Management
California
$5.91M +$5.6M +25,727 New
GC
147
Garde Capital
Washington
$5.76M +$7.62K +35 +0.1%
SW
148
SkyOak Wealth
Michigan
$5.76M +$76.6K +352 +1%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$5.66M +$615K +2,827 +13%
SF
150
Safeguard Financial
Wisconsin
$5.62M +$1.28M +5,892 +32%