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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
CWA
201
CJM Wealth Advisers
Virginia
$3.72M -$587K -2,704 -15%
CB
202
Commerce Bank
Missouri
$3.72M +$323K +1,490 +11%
MWA
203
Martel Wealth Advisors
Washington
$3.71M -$15.2K -70 -0.5%
GC
204
Grimes & Company
Massachusetts
$3.67M -$76.2K -351 -2%
TVWM
205
Tower View Wealth Management
Wisconsin
$3.64M +$34.9K +161 +1%
ACA
206
Ackerman Capital Advisors
Texas
$3.64M -$322K -1,485 -9%
PWM
207
Perigon Wealth Management
California
$3.63M +$174K +800 +6%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$3.61M -$15K -69 -0.5%
TAM
209
Titleist Asset Management
Texas
$3.6M +$393K +1,809 +14%
DADC
210
D.A. Davidson & Co
Montana
$3.59M +$204K +942 +7%
DWM
211
Dopkins Wealth Management
New York
$3.53M -$195K -897 -6%
FA
212
Fermata Advisors
California
$3.47M +$46.9K +216 +2%
SWA
213
SOA Wealth Advisors
New York
$3.44M +$121K +556 +4%
FTS
214
Fifth Third Securities
Ohio
$3.43M +$572K +2,636 +23%
PCIA
215
Prime Capital Investment Advisors
Kansas
$3.43M +$2.18M +10,023 +241%
CFFP
216
Center for Financial Planning
Michigan
$3.42M +$2.58M +11,889 +528%
NJIM
217
Nabity-Jensen Investment Management
Nebraska
$3.42M +$3.07M +14,136 New
EWP
218
Engrave Wealth Partners
Texas
$3.39M +$3.04M +14,016 New
Bank of New York Mellon
219
Bank of New York Mellon
New York
$3.38M -$741K -3,413 -20%
AllianceBernstein
220
AllianceBernstein
Tennessee
$3.36M +$213K +983 +8%
PA
221
Probity Advisors
Texas
$3.33M +$91.6K +422 +3%
EA
222
Eclectic Associates
California
$3.31M +$1.09M +5,028 +58%
CFMC
223
Curbstone Financial Management Corp
New Hampshire
$3.26M
AAP
224
Arax Advisory Partners
Colorado
$3.23M +$72.1K +332 +3%
FWP
225
FAS Wealth Partners
Kansas
$3.2M -$102K -472 -3%