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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
CCA
176
Checchi Capital Advisers
California
$4.07M +$3.44M +15,827 +836%
RA
177
Riversedge Advisors
Delaware
$4.04M +$175K +804 +5%
ACA
178
Ackerman Capital Advisors
Texas
$3.97M -$16.5K -76 -0.4%
BFS
179
Bradley Foster & Sargent
Connecticut
$3.96M +$16.3K +75 +0.4%
MWM
180
Modera Wealth Management
New Jersey
$3.84M +$1.48M +6,801 +69%
BCM
181
Beaumont Capital Management
Massachusetts
$3.83M
CI
182
CX Institutional
Indiana
$3.82M -$31.1K -143 -0.9%
CWM
183
Cornerstone Wealth Management
Missouri
$3.79M -$24.6K -113 -0.7%
CWA
184
CJM Wealth Advisers
Virginia
$3.78M +$289K +1,329 +9%
Betterment LLC
185
Betterment LLC
New York
$3.75M +$197K +907 +6%
VC
186
Veery Capital
Delaware
$3.74M +$227K +1,043 +7%
BDF
187
Black Diamond Financial
Maryland
$3.73M
TC
188
Tenret Company
Florida
$3.73M +$134K +617 +4%
TVWM
189
Tower View Wealth Management
Wisconsin
$3.71M -$216K -994 -6%
MWA
190
Martel Wealth Advisors
Washington
$3.66M -$207K -953 -6%
PP
191
Prosperity Planning
Missouri
$3.61M +$239K +1,099 +8%
FHA
192
First Horizon Advisors
Tennessee
$3.54M -$198K -910 -6%
JIC
193
Joel Isaacson & Co
New York
$3.54M +$127K +584 +4%
DWM
194
Dopkins Wealth Management
New York
$3.52M +$108K +497 +3%
VWA
195
Visionary Wealth Advisors
Illinois
$3.51M +$40K +184 +1%
SWM
196
Shelton Wealth Management
Texas
$3.42M +$313K +1,437 +11%
GC
197
Grimes & Company
Massachusetts
$3.4M
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
$3.39M -$607K -2,791 -16%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$3.29M +$687K +3,157 +28%
DADC
200
D.A. Davidson & Co
Montana
$3.22M +$3.7K +17 +0.1%