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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
JE
151
JMAC Enterprises
Pennsylvania
$5.52M +$107K +493 +2%
GIA
152
GHP Investment Advisors
Colorado
$5.5M +$106K +488 +2%
RWA
153
River Wealth Advisors
Pennsylvania
$5.5M -$103K -475 -2%
KAS
154
Kestra Advisory Services
Texas
$5.43M +$635K +2,920 +14%
AA
155
Axiom Advisory
California
$5.4M +$121K +556 +2%
BIP
156
Blue Investment Partners
California
$5.28M +$2.5M +11,510 +100%
ACS
157
Archford Capital Strategies
Illinois
$5.19M -$108K -496 -2%
MCM
158
McMillion Capital Management
North Carolina
$5.15M -$136K -623 -3%
AWS
159
Atria Wealth Solutions
New York
$5.14M +$554K +2,547 +13%
IFG
160
Independent Financial Group
California
$5.07M -$27.2K -125 -0.6%
TYCC
161
Texas Yale Capital Corp
Florida
$5M -$1.09M -5,000 -19%
AAS
162
Avantax Advisory Services
Texas
$4.96M +$1.35M +6,212 +40%
PWAG
163
Polaris Wealth Advisory Group
California
$4.93M +$4.67M +21,478 New
Northern Trust
164
Northern Trust
Illinois
$4.79M -$1.66M -7,626 -27%
SWP
165
Stratos Wealth Partners
Ohio
$4.78M +$543K +2,497 +14%
GVAG
166
Great Valley Advisor Group
Delaware
$4.74M +$27.6K +127 +0.6%
MCM
167
Manchester Capital Management
Vermont
$4.73M -$196K -900 -4%
NMG
168
New Millennium Group
Utah
$4.68M -$297K -1,366 -6%
HWM
169
HB Wealth Management
Georgia
$4.61M -$23.9K -110 -0.5%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$4.53M +$1.05M +4,813 +32%
MFG
171
Merit Financial Group
Georgia
$4.24M +$738K +3,393 +23%
CTC
172
Central Trust Company
Missouri
$4.21M +$24.8K +114 +0.6%
PLU
173
Performa Ltd (US)
South Carolina
$4.14M +$6.53K +30 +0.2%
EP
174
Essential Planning
New Hampshire
$4.13M +$194K +891 +5%
WMWM
175
Whitaker-Myers Wealth Managers
Ohio
$4.11M +$724K +3,330 +23%