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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
BFS
176
Bradley Foster & Sargent
Connecticut
$4.49M +$287K +1,320 +8%
CI
177
CX Institutional
Indiana
$4.45M +$341K +1,569 +9%
PLU
178
Performa Ltd (US)
South Carolina
$4.37M +$9.77K +45 +0.2%
EP
179
Essential Planning
New Hampshire
$4.34M -$43.2K -199 -1%
TPI
180
Trust Point Inc
Wisconsin
$4.3M +$3.86M +17,776 New
SIA
181
Strategic Investment Advisors
Michigan
$4.22M +$82.7K +381 +2%
PP
182
Prosperity Planning
Missouri
$4.21M +$220K +1,013 +6%
CTC
183
Central Trust Company
Missouri
$4.2M -$205K -943 -5%
QC
184
Quent Capital
New York
$4.16M +$313K +1,443 +9%
ASN
185
Advisory Services Network
Georgia
$4.13M +$90.7K +418 +3%
TC
186
TownSquare Capital
Utah
$4.09M +$1.13M +5,192 +44%
TC
187
Tenret Company
Florida
$4.09M +$3.67M +16,910 New
Betterment LLC
188
Betterment LLC
New York
$4.06M -$98.3K -453 -3%
BCM
189
Beaumont Capital Management
Massachusetts
$4.03M
MBI
190
May Barnhard Investments
Maryland
$3.99M +$3.58M +16,488 New
MWM
191
Modera Wealth Management
New Jersey
$3.99M +$651 +3 +0%
BDF
192
Black Diamond Financial
Maryland
$3.97M +$39.9K +184 +1%
BDWCC
193
B&D White Capital Company
Texas
$3.97M +$3.56M +16,404 New
FAN
194
Financial Advisors Network
California
$3.89M +$216K +997 +7%
VC
195
Veery Capital
Delaware
$3.89M -$102K -470 -3%
JIC
196
Joel Isaacson & Co
New York
$3.87M +$126K +581 +4%
FHA
197
First Horizon Advisors
Tennessee
$3.84M -$165K -762 -5%
LFP
198
Leeward Financial Partners
Washington
$3.82M +$59.3K +273 +2%
HIC
199
Holderness Investments Company
North Carolina
$3.82M +$3.43M +15,781 New
CPIG
200
Chicago Partners Investment Group
Illinois
$3.78M +$9.98K +46 +0.3%