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Vanguard S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

122 hedge funds and large institutions have $306M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+21
Holders Change %
+20.79%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
25
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
1
Octavia Wealth Advisors
Ohio
$14.8M
2
LPL Financial
2
LPL Financial
California
$17.4M
3
Wells Fargo
3
Wells Fargo
California
$13.9M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$2.28M
5
Jane Street
5
Jane Street
New York
$1.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.03M
2
Bank of America
2
Bank of America
North Carolina
$7.76M
3
RJA
3
Raymond James & Associates
Florida
$1.05M
4
Ameriprise
4
Ameriprise
Minnesota
$8.86M
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$783K 6,904 +6,904 New
MGIA
52
Moneta Group Investment Advisors
Missouri
$763K 6,723 – –
EFG
53
Embree Financial Group
Illinois
$750K 6,607 – –
MFG
54
Merit Financial Group
Georgia
$749K 6,867 -178 -3%
CB
55
Commerce Bank
Missouri
$733K 6,460 – –
EH
56
Equitable Holdings
New York
$731K 6,444 +232 +4%
RA
57
RFG Advisory
Alabama
$695K 6,129 +6,129 New
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$646K 5,718 – –
AFTS
59
American Financial & Tax Strategies
New York
$641K 5,652 -303 -5%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$576K 5,081 -1,100 -18%
PCMC
61
Private Capital Management (Colorado)
Colorado
$420K 3,704 -394 -10%
MCM
62
MidAtlantic Capital Management
Virginia
$417K 3,680 – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$381K 3,359 +249 +8%
SFG
64
Sunburst Financial Group
Alabama
$348K 3,085 -23 -0.7%
CA
65
Cetera Advisors
Colorado
$343K 3,027 +3,027 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$335K 2,956 – –
BBA
67
BLB&B Advisors
Pennsylvania
$320K 2,822 – –
RA
68
Rodgers & Associates
Pennsylvania
$297K 2,620 -50 -2%
SIAG
69
Safeguard Investment Advisory Group
California
$295K 2,600 – –
IA
70
IFG Advisors
Missouri
$285K 2,508 – –
AFP
71
Ausdal Financial Partners
Iowa
$272K 2,398 -834 -26%
GRP
72
Global Retirement Partners
California
$253K 2,228 +300 +16%
MFWP
73
Mosaic Family Wealth Partners
Missouri
$250K 2,207 – –
WAM
74
Weinberger Asset Management
California
$243K 2,144 – –
EWA
75
EP Wealth Advisors
California
$233K 2,050 +10 +0.5%
1 2
3
4 5