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Vanguard Small-Cap Growth ETF

216 hedge funds and large institutions have $1.27B invested in Vanguard Small-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 70

2.32% more ownership

Funds ownership: 32.55%34.87% (+2.3%)

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$17.8M)

1% more funds holding

Funds holding: 214216 (+2)

14% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.55M

Holders
216
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
19
Increased
78
Reduced
70
Closed
15
Calls
$1.34M
Puts
$1.55M
Net Calls
-$217K
Net Calls Change
+$548K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Regal Investment Advisors
Michigan
$128K +$25.9K +209 +25%
WT
177
Whittier Trust
California
$123K
WEC
178
Winslow Evans & Crocker
Massachusetts
$118K +$117K +943 +2,694%
WCM
179
Wealthcare Capital Management
Virginia
$106K +$37.2K +300 +52%
PSUF
180
People's United Financial
Connecticut
$105K -$15.5K -125 -13%
Canada Life
181
Canada Life
Manitoba, Canada
$89K
EWM
182
Evercore Wealth Management
New York
$88K -$11.2K -90 -11%
MCM
183
Manchester Capital Management
Vermont
$85K
FANJ
184
Financial Architects (New Jersey)
New Jersey
$82K
FIG
185
Fusion Investment Group
Pennsylvania
$79K
WF
186
WealthTrust Fairport
Ohio
$73K
VIA
187
Vantage Investment Advisors
Pennsylvania
$68K +$7.19K +58 +11%
Lazard Asset Management
188
Lazard Asset Management
New York
$66K
CAL
189
Capital Advisors Ltd
Ohio
$61K
MA
190
MUFG Americas
New York
$60K
SCA
191
Strategic Capital Alternatives
United States
$59K +$60.5K +488 New
AllianceBernstein
192
AllianceBernstein
Tennessee
$53K -$2.85K -23 -5%
WA
193
WFG Advisors
Texas
$52K
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$41K +$42.3K +341 New
BC
195
Bartlett & Co
Ohio
$38K
BAM
196
Barrett Asset Management
New York
$36K
JFA
197
JNBA Financial Advisors
Minnesota
$36K
TCOV
198
Trust Company of Vermont
Vermont
$36K
JIR
199
James Investment Research
Ohio
$22K
LNB
200
Ledyard National Bank
$22K