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Vanguard S&P Small-Cap 600 Growth ETF

72 hedge funds and large institutions have $105M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $84.2M → $105M (+$20.5M)

11% more funds holding

Funds holding: 6572 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.16% less ownership

Funds ownership: 41.15%38.99% (-2.2%)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
29
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$865K +$7.23K +66 +0.9%
AF
27
Advisornet Financial
Minnesota
$804K +$8.76K +80 +1%
Deutsche Bank
28
Deutsche Bank
Germany
$753K +$110K +1,000 +17%
CFGS
29
Concourse Financial Group Securities
Alabama
$712K -$134K -1,226 -16%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$667K
MGIA
31
Moneta Group Investment Advisors
Missouri
$660K +$654K +5,972 New
DADC
32
D.A. Davidson & Co
Montana
$639K +$633K +5,780 New
Vanguard Group
33
Vanguard Group
Pennsylvania
$578K +$573K +5,232 New
BRWA
34
B. Riley Wealth Advisors
Florida
$575K +$83.2K +760 +17%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$539K +$49.7K +454 +10%
KAS
36
Kestra Advisory Services
Texas
$530K +$525K +4,794 New
CAN
37
Claraphi Advisory Network
United States
$439K +$435K +3,970 New
AC
38
Avestar Capital
New York
$423K +$405K +3,700 New
PFPT
39
Pinnacle Financial Partners (Tennessee)
Tennessee
$418K -$219 -2 -0.1%
BCA
40
Biltmore Capital Advisors
New Jersey
$389K +$57.8K +528 +18%
RZH
41
Relyea Zuckerberg Hanson
Connecticut
$381K +$14.2K +130 +4%
SFS
42
Sowell Financial Services
Arkansas
$373K +$212K +1,934 +138%
EWA
43
EP Wealth Advisors
California
$330K
Baird Financial Group
44
Baird Financial Group
Wisconsin
$322K +$320K +2,918 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$320K +$44.9K +410 +16%
CA
46
Cetera Advisors
Colorado
$288K
Truist Financial
47
Truist Financial
North Carolina
$277K -$10.7K -98 -4%
Creative Planning
48
Creative Planning
Kansas
$265K +$1.31K +12 +0.5%
FC
49
Forte Capital
New York
$248K
RJT
50
Raymond James Trust
Florida
$243K