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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
CAM
126
Congress Asset Management
Massachusetts
$8.94M +$4.43M +20,430 +123%
CWM
127
Congress Wealth Management
Massachusetts
$8.82M +$71.9K +331 +0.9%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$8.78M -$62.1K -286 -0.8%
Cerity Partners
129
Cerity Partners
New York
$8.73M +$3.27M +15,068 +72%
CWA
130
Cornerstone Wealth Advisors
Minnesota
$8.6M +$513K +2,363 +7%
GT
131
Glenmede Trust
Pennsylvania
$8.25M -$28.2K -130 -0.4%
AI
132
Arvest Investments
Arkansas
$8.24M +$7.4M +34,101 New
Simplex Trading
133
Simplex Trading
Illinois
$8.19M +$7.35M +33,844 +91,470%
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$8.15M +$56.2K +259 +0.8%
RZH
135
Relyea Zuckerberg Hanson
Connecticut
$8.11M -$371K -1,711 -5%
ONB
136
Old National Bancorp
Indiana
$8.03M -$1.06M -4,905 -13%
MWM
137
Marion Wealth Management
Pennsylvania
$7.95M +$304K +1,399 +4%
PPW
138
Presilium Private Wealth
Pennsylvania
$7.91M -$106K -487 -1%
FPIS
139
Financial Planning & Information Services
Wisconsin
$7.9M +$211K +971 +3%
FOFP
140
Fee-Only Financial Planning
South Carolina
$7.53M -$5.64K -26 -0.1%
PFPT
141
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.53M +$691K +3,182 +11%
CFG
142
Clayton Financial Group
Missouri
$7.24M +$6.5M +29,939 New
AAS
143
Avantax Advisory Services
Texas
$7.09M +$320K +1,475 +5%
William Blair & Company
144
William Blair & Company
Illinois
$6.95M -$64K -295 -1%
IFS
145
Ifrah Financial Services
Arkansas
$6.87M -$626K -2,883 -9%
WMWM
146
Whitaker-Myers Wealth Managers
Ohio
$6.85M +$946K +4,359 +18%
ACS
147
Archford Capital Strategies
Illinois
$6.78M +$1.31M +6,017 +27%
CM
148
Cornerstone Management
Georgia
$6.67M -$315K -1,450 -5%
TW
149
Towerpoint Wealth
California
$6.62M +$868 +4 +0%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$6.58M -$176K -809 -3%