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Vanguard Small-Cap Growth ETF

897 hedge funds and large institutions have $8.7B invested in Vanguard Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 334 increasing their positions, 222 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 40

50% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 222

21% more funds holding in top 10

Funds holding in top 10: 4352 (+9)

16% more funds holding

Funds holding: 771897 (+126)

5% more capital invested

Capital invested by funds: $8.26B → $8.7B (+$444M)

1.65% more ownership

Funds ownership: 51.76%53.41% (+1.6%)

57% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $12.7M

Holders
897
Holders Change
+126
Holders Change %
+16.34%
% of All Funds
13.8%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
0.8%
New
180
Increased
334
Reduced
222
Closed
40
Calls
$5.5M
Puts
$12.7M
Net Calls
-$7.24M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.61B +$47.9M +166,984 +3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$710M +$17M +59,156 +2%
Morgan Stanley
3
Morgan Stanley
New York
$594M +$108M +376,767 +22%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$291M -$414K -1,444 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$276M +$77.1K +269 +0%
AssetMark Inc
6
AssetMark Inc
California
$266M +$17.5M +60,918 +7%
Wells Fargo
7
Wells Fargo
California
$248M -$85.8M -299,310 -25%
UBS Group
8
UBS Group
Switzerland
$219M -$6.08M -21,212 -3%
MG
9
Mather Group
Illinois
$164M +$8.06M +28,093 +5%
Bessemer Group
10
Bessemer Group
New Jersey
$158M -$132M -459,077 -45%
SEI Investments
11
SEI Investments
Pennsylvania
$144M +$32.5M +113,397 +29%
BDF
12
Balasa Dinverno & Foltz
$138M +$2.66M +9,271 +2%
LPL Financial
13
LPL Financial
California
$133M +$1.76M +6,120 +1%
CL
14
Choreo LLC
Illinois
$128M +$1.43M +4,983 +1%
TF
15
TIAA FSB
Florida
$97.6M +$4.88M +17,030 +5%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$92.5M +$3.64M +12,702 +4%
CK
17
Cohen Klingenstein
New York
$92.1M +$92.3M +321,696 +6,308%
UCFA
18
United Capital Financial Advisors
Texas
$85.3M -$750K -2,614 -0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$78M +$2.81M +9,810 +4%
Truist Financial
20
Truist Financial
North Carolina
$77M +$5.27M +18,367 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$74.3M -$5.62M -19,587 -7%
HighTower Advisors
22
HighTower Advisors
Illinois
$70.7M +$21.4M +74,487 +42%
RJA
23
Raymond James & Associates
Florida
$65.8M +$6.65M +23,177 +11%
Ameriprise
24
Ameriprise
Minnesota
$61.2M -$434K -1,514 -0.7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$56.1M -$2.5M -8,717 -4%