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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
Bank of America
1
Bank of America
North Carolina
$1.3B +$44.4M +204,062 +4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$616M -$11.8M -54,024 -2%
Morgan Stanley
3
Morgan Stanley
New York
$431M +$4M +18,367 +1%
AssetMark Inc
4
AssetMark Inc
California
$289M +$4.77M +21,940 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$242M -$11.3M -52,163 -5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$242M -$9.39M -43,155 -4%
Corient Private Wealth
7
Corient Private Wealth
Florida
$190M +$4.16M +19,137 +2%
UBS Group
8
UBS Group
Switzerland
$185M -$634K -2,914 -0.4%
MG
9
Mather Group
Illinois
$175M -$68.7K -316 -0%
SEI Investments
10
SEI Investments
Pennsylvania
$171M +$7.17M +32,962 +5%
Wells Fargo
11
Wells Fargo
California
$141M -$4.44M -20,431 -3%
LPL Financial
12
LPL Financial
California
$129M +$10.8M +49,717 +10%
CL
13
Choreo LLC
Illinois
$114M +$2.16M +9,932 +2%
TF
14
TIAA FSB
Florida
$86.8M +$4.31M +19,790 +6%
Truist Financial
15
Truist Financial
North Carolina
$82.6M +$1.14M +5,256 +1%
CK
16
Cohen Klingenstein
New York
$80.4M +$938K +4,312 +1%
HighTower Advisors
17
HighTower Advisors
Illinois
$72.8M +$6.78M +31,167 +11%
BCIM
18
Bishop & Co Investment Management
Pennsylvania
$68.7M +$3.42B +15,709,289 +23,141%
US Bancorp
19
US Bancorp
Minnesota
$65.7M +$183K +841 +0.3%
UCFA
20
United Capital Financial Advisors
Texas
$64.5M -$2.59M -11,886 -4%
RWP
21
RWA Wealth Partners
Massachusetts
$62.1M +$1.73M +7,948 +3%
Ameriprise
22
Ameriprise
Minnesota
$61.1M +$1.18M +5,415 +2%
MGIA
23
Moneta Group Investment Advisors
Missouri
$60.3M +$6.98M +32,105 +14%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$55.6M +$21.5M +98,836 +68%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$54.1M -$1.77M -8,139 -3%