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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
RWP
1
RWA Wealth Partners
Massachusetts
$18.3M +$1.42M +12,968 +9%
Morgan Stanley
2
Morgan Stanley
New York
$9.36M -$239K -2,180 -3%
SI
3
Stephens Inc
Arkansas
$8.02M -$2.19K -20 -0%
Goldman Sachs
4
Goldman Sachs
New York
$5.53M
Bank of America
5
Bank of America
North Carolina
$5.27M +$28K +256 +0.5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$4.89M +$3.8M +34,668 +361%
DWA
7
Dougherty Wealth Advisers
Minnesota
$4.65M -$62.9K -574 -1%
LPL Financial
8
LPL Financial
California
$4.53M +$212K +1,932 +5%
GA
9
Gateway Advisory
New Jersey
$3.35M +$85.2K +778 +3%
UBS Group
10
UBS Group
Switzerland
$2.66M -$561K -5,122 -18%
RJA
11
Raymond James & Associates
Florida
$2.39M +$215K +1,966 +10%
Wells Fargo
12
Wells Fargo
California
$2.23M +$654K +5,976 +42%
ACA
13
Ackerman Capital Advisors
Texas
$2.21M -$323K -2,948 -13%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$2.13M +$11K +100 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.81M +$632K +5,772 +54%
PAG
16
Private Advisor Group
New Jersey
$1.81M +$111K +1,016 +7%
APA
17
American Portfolios Advisors
New York
$1.66M -$104K -952 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.61M +$51.7K +472 +3%
Stifel Financial
19
Stifel Financial
Missouri
$1.51M +$458K +4,186 +44%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.41M +$67.7K +618 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.38M +$159K +1,448 +13%
QCM
22
Quest Capital Management
Texas
$1.24M -$21.2K -194 -2%
Ameriprise
23
Ameriprise
Minnesota
$1.07M +$136K +1,240 +15%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.03M -$60.7K -554 -6%
SAM
25
Summit Asset Management
Tennessee
$912K +$4.6K +42 +0.5%