We are live on ! Find out more
IVOG icon

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
FAIM
51
Financial Advocates Investment Management
Washington
$326K +$40.2K +422 +14%
FTUS
52
Flow Traders U.S.
New York
$326K +$320K +3,358 New
W
53
Wealthquest
Ohio
$312K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$306K -$481K -5,040 -62%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$282K -$23.6K -248 -8%
BBA
56
BLB&B Advisors
Pennsylvania
$274K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$257K +$1.33K +14 +0.5%
RFA
58
Reilly Financial Advisors
California
$247K
LWMG
59
Levy Wealth Management Group
Pennsylvania
$243K
AWA
60
Aaron Wealth Advisors
Illinois
$235K +$231K +2,426 New
FC
61
Forte Capital
New York
$231K
HighTower Advisors
62
HighTower Advisors
Illinois
$225K +$220K +2,308 New
HF
63
Halpern Financial
Virginia
$212K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$180K -$381 -4 -0.2%
EVM
65
Eaton Vance Management
Massachusetts
$115K +$113K +1,188 New
PCG
66
Private Capital Group
Connecticut
$101K
TRCT
67
Tower Research Capital (TRC)
New York
$91K -$104K -1,090 -54%
SFS
68
Sowell Financial Services
Arkansas
$77K +$73.8K +774 New
APA
69
American Portfolios Advisors
New York
$69.8K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$64K
Bessemer Group
71
Bessemer Group
New Jersey
$58K
NFG
72
Next Financial Group
Texas
$51K +$24.6K +258 +98%
IA
73
IFP Advisors
Florida
$49K +$26.9K +282 +128%
SWM
74
Spire Wealth Management
Virginia
$45K +$44.6K +468 New
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$39K