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Vanguard S&P Mid-Cap 400 Growth ETF

77 hedge funds and large institutions have $250M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

86% more capital invested

Capital invested by funds: $134M → $250M (+$116M)

24.11% more ownership

Funds ownership: 36.75%60.86% (+24%)

10% more funds holding

Funds holding: 7077 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.63M -$2.19M -26,408 -59%
William Blair & Company
27
William Blair & Company
Illinois
$1.56M +$14.3K +172 +1%
GWM
28
Geneos Wealth Management
Colorado
$1.53M +$1.31M +15,740 New
PAG
29
Private Advisor Group
New Jersey
$1.44M -$21.9K -264 -2%
ZCM
30
Ziegler Capital Management
Illinois
$1.22M
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$914K
SS
32
Simplicity Solutions
Minnesota
$876K -$78.4K -946 -9%
Osaic Holdings
33
Osaic Holdings
Arizona
$871K -$58.2K -702 -7%
Betterment LLC
34
Betterment LLC
New York
$814K -$187K -2,252 -20%
MML Investors Services
35
MML Investors Services
Massachusetts
$766K +$10.4K +126 +1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$733K -$166 -2 -0%
WHG
37
Westwood Holdings Group
Texas
$669K +$620K +7,482 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$628K +$193K +2,332 +50%
KeyBank National Association
39
KeyBank National Association
Ohio
$623K -$16.6K -200 -3%
PA
40
PFG Advisors
Arizona
$543K -$10.3K -124 -2%
BCA
41
Biltmore Capital Advisors
New Jersey
$528K -$132K -1,588 -21%
RJA
42
Raymond James & Associates
Florida
$459K -$61.7K -744 -13%
EH
43
Equitable Holdings
New York
$409K -$172K -2,078 -31%
MWM
44
Meridian Wealth Management
Kentucky
$398K +$28.2K +340 +8%
Creative Planning
45
Creative Planning
Kansas
$397K +$10.1K +122 +3%
IA
46
IFG Advisory
Georgia
$392K +$166 +2 +0%
OIA
47
OneDigital Investment Advisors
Kansas
$382K +$1.49K +18 +0.4%
EWA
48
EP Wealth Advisors
California
$380K
QCM
49
Quest Capital Management
Texas
$366K +$663 +8 +0.2%
CFGS
50
Concourse Financial Group Securities
Alabama
$366K +$61K +736 +22%