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Vanguard Small-Cap Growth ETF

171 hedge funds and large institutions have $1.13B invested in Vanguard Small-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

117% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.84M

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $949M → $1.13B (+$181M)

9% more funds holding

Funds holding: 157171 (+14)

0.26% less ownership

Funds ownership: 34.1%33.84% (-0.26%)

Holders
171
Holders Change
+14
Holders Change %
+8.92%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
23
Increased
65
Reduced
46
Closed
7
Calls
$4.01M
Puts
$1.84M
Net Calls
+$2.16M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
151
BlackRock Institutional Trust
California
$57K -$290K -2,624 -84%
WA
152
WFG Advisors
Texas
$49K
BC
153
Bartlett & Co
Ohio
$36K
RFA
154
Reilly Financial Advisors
California
$36K
ECM
155
ETrade Capital Management
Virginia
$35K -$7.4K -67 -18%
BAM
156
Barrett Asset Management
New York
$34K
JFA
157
JNBA Financial Advisors
Minnesota
$34K
TCOV
158
Trust Company of Vermont
Vermont
$34K
IAS
159
INR Advisory Services
Pennsylvania
$29K
CBT
160
Central Bank & Trust
Kentucky
$28K
WCM
161
Windsor Capital Management
Arizona
$26K
FWM
162
Focused Wealth Management
New York
$19K +$18.8K +170 New
SF
163
Synovus Financial
Georgia
$12K
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$11K
FNBT
165
FineMark National Bank & Trust
Florida
$8K
LIA
166
LS Investment Advisors
Michigan
$8K
MA
167
MCF Advisors
Kentucky
$6K +$5.52K +50 New
BPBT
168
Boston Private Bank & Trust
Massachusetts
$5K
HRIA
169
Haberer Registered Investment Advisor
Ohio
$3K
HI
170
Hudock Inc
Pennsylvania
$2K
BFEC
171
Benjamin F. Edwards & Company
Missouri
$1K
Rafferty Asset Management
172
Rafferty Asset Management
New York
-$11M -107,000 Closed
DS
173
DRW Securities
Illinois
-$3.89M -37,763 Closed
AL
174
Aspiriant LLC
California
-$1.14M -11,100 Closed
CFA
175
Camarda Financial Advisors
Florida
-$663K -6,442 Closed