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Vanguard S&P Mid-Cap 400 Growth ETF

85 hedge funds and large institutions have $284M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $250M → $284M (+$33.8M)

10% more funds holding

Funds holding: 7785 (+8)

2.43% more ownership

Funds ownership: 60.86%63.29% (+2.4%)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
22
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.59M
William Blair & Company
27
William Blair & Company
Illinois
$1.57M -$123K -1,290 -7%
ZCM
28
Ziegler Capital Management
Illinois
$1.32M
Osaic Holdings
29
Osaic Holdings
Arizona
$1.18M +$231K +2,424 +25%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.07M
RRA
31
Round Rock Advisors
Connecticut
$1.02M +$1,000K +10,484 New
SS
32
Simplicity Solutions
Minnesota
$885K -$66K -692 -7%
Betterment LLC
33
Betterment LLC
New York
$874K -$10.9K -114 -1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$831K +$145K +1,522 +22%
MML Investors Services
35
MML Investors Services
Massachusetts
$803K -$29.2K -306 -4%
WHG
36
Westwood Holdings Group
Texas
$727K
KeyBank National Association
37
KeyBank National Association
Ohio
$689K +$11.8K +124 +2%
RJA
38
Raymond James & Associates
Florida
$659K +$157K +1,648 +32%
PA
39
PFG Advisors
Arizona
$589K -$1.72K -18 -0.3%
MWM
40
Meridian Wealth Management
Kentucky
$447K +$13.9K +146 +3%
Creative Planning
41
Creative Planning
Kansas
$422K -$9.73K -102 -2%
BCA
42
Biltmore Capital Advisors
New Jersey
$419K -$152K -1,590 -27%
EWA
43
EP Wealth Advisors
California
$413K
OPS
44
Orion Portfolio Solutions
Nebraska
$392K -$3.05K -32 -0.8%
OIA
45
OneDigital Investment Advisors
Kansas
$390K -$2.67K -28 -0.7%
QCM
46
Quest Capital Management
Texas
$384K -$13.5K -142 -3%
CFGS
47
Concourse Financial Group Securities
Alabama
$381K -$16.6K -174 -4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$378K -$8.01K -84 -2%
IA
49
IFG Advisory
Georgia
$344K -$80.5K -844 -19%
EH
50
Equitable Holdings
New York
$337K -$106K -1,108 -24%