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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
B
151
Bailard
California
$6.53M +$5.86M +26,995 New
GIA
152
GHP Investment Advisors
Colorado
$6.45M +$303K +1,398 +6%
JE
153
JMAC Enterprises
Pennsylvania
$6.44M +$346K +1,594 +6%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$6.38M -$6.86M -31,607 -55%
RWG
155
Ratio Wealth Group
Colorado
$6.31M +$5.67M +26,118 New
SC
156
Savant Capital
Illinois
$6.07M -$2.25M -10,365 -29%
BIP
157
Blue Investment Partners
California
$6M +$300K +1,383 +6%
SW
158
SkyOak Wealth
Michigan
$5.87M -$115K -532 -2%
AA
159
Axiom Advisory
California
$5.79M +$41.2K +190 +0.8%
FWM
160
Focused Wealth Management
New York
$5.78M +$5.19M +23,901 New
WA
161
Waverly Advisors
Alabama
$5.71M -$249K -1,147 -5%
AWS
162
Atria Wealth Solutions
New York
$5.61M +$22.8K +105 +0.5%
HWM
163
HB Wealth Management
Georgia
$5.55M -$21.3K -98 -0.4%
RWA
164
River Wealth Advisors
Pennsylvania
$5.47M -$98.6K -454 -2%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$261K +1,204 +6%
Northern Trust
166
Northern Trust
Illinois
$5.42M -$237K -1,091 -5%
MFG
167
Merit Financial Group
Georgia
$5.42M +$312K +1,437 +7%
WFM
168
Wolff Financial Management
Michigan
$5.41M -$115K -531 -2%
SWP
169
Stratos Wealth Partners
Ohio
$5.28M +$2.82K +13 +0.1%
TYCC
170
Texas Yale Capital Corp
Florida
$5.19M +$2.39K +11 +0.1%
RA
171
RFG Advisory
Alabama
$5.08M +$851K +3,919 +23%
MCM
172
Manchester Capital Management
Vermont
$4.95M -$13.9K -64 -0.3%
GVAG
173
Great Valley Advisor Group
Delaware
$4.9M +$118K +545 +3%
FMTCOCP
174
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.71M +$4.13M +19,037 +4,427%
IFG
175
Independent Financial Group
California
$4.71M -$165K -761 -4%