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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
SWA
201
SOA Wealth Advisors
New York
$3.17M -$17.8K -82 -0.6%
PWM
202
Perigon Wealth Management
California
$3.16M +$1.5M +6,877 +100%
CB
203
Commerce Bank
Missouri
$3.16M +$314K +1,441 +12%
RA
204
RFG Advisory
Alabama
$3.15M +$215K +990 +8%
QC
205
Quent Capital
New York
$3.15M +$573K +2,635 +24%
FWP
206
FAS Wealth Partners
Kansas
$3.14M -$84.8K -390 -3%
CPIG
207
Chicago Partners Investment Group
Illinois
$3.14M +$226K +1,041 +8%
CFMC
208
Curbstone Financial Management Corp
New Hampshire
$3.11M +$80.5K +370 +3%
AIM
209
Acropolis Investment Management
Missouri
$3.07M +$149K +684 +5%
PA
210
Probity Advisors
Texas
$3.07M +$2.91M +13,372 New
AllianceBernstein
211
AllianceBernstein
Tennessee
$3.04M -$11.1K -51 -0.4%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$3.02M -$31.3K -144 -1%
BAM
213
Belpointe Asset Management
Nevada
$3.02M +$2.82M +12,962 +7,580%
FCA
214
Fortis Capital Advisors
Kansas
$3.02M +$2.86M +13,133 New
LFP
215
Leeward Financial Partners
Washington
$2.99M +$2.33M +10,727 +469%
AAP
216
Arax Advisory Partners
Colorado
$2.9M -$168K -772 -6%
EWM
217
Evergreen Wealth Management
Michigan
$2.88M +$432K +1,985 +19%
SA
218
SFI Advisors
New Jersey
$2.82M +$42.6K +196 +2%
CWM
219
Cranbrook Wealth Management
Michigan
$2.81M -$94.6K -435 -3%
MWM
220
MTC Wealth Management
Florida
$2.79M +$132K +608 +5%
DI
221
Disciplined Investments
Oklahoma
$2.79M -$481K -2,212 -15%
ZC
222
Zeit Capital
Colorado
$2.77M +$3.26K +15 +0.1%
HNB
223
Huntington National Bank
Ohio
$2.7M
VCA
224
Verdence Capital Advisors
Maryland
$2.67M -$306K -1,408 -11%
GCM
225
G2 Capital Management
Ohio
$2.65M +$2.83K +13 +0.1%