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Vanguard S&P Mid-Cap 400 Growth ETF

102 hedge funds and large institutions have $234M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

149% more call options, than puts

Call options by funds: $169K | Put options by funds: $68K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 84102 (+18)

8% more capital invested

Capital invested by funds: $216M → $234M (+$17.7M)

0.02% more ownership

Funds ownership: 64.97%65% (+0.02%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
102
Holders Change
+18
Holders Change %
+21.43%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
25
Reduced
28
Closed
8
Calls
$169K
Puts
$68K
Net Calls
+$101K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$63.8K
Belvedere Trading
77
Belvedere Trading
Illinois
$63.2K +$64K +746 New
Bessemer Group
78
Bessemer Group
New Jersey
$51K
FFL
79
Financial Freedom LLC
Ohio
$47K +$47.5K +554 New
AF
80
Allworth Financial
California
$42.2K
CFGS
81
Concourse Financial Group Securities
Alabama
$39.8K +$15.3K +178 +61%
PO
82
Private Ocean
California
$36.7K +$37.2K +434 New
BAM
83
Belpointe Asset Management
Nevada
$33.9K +$34.3K +400 New
MFT
84
Moisand Fitzgerald Tamayo
Florida
$28.3K +$28.6K +334 New
SWM
85
Spire Wealth Management
Virginia
$25K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K +$23.1K +270 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$19K +$19.4K +226 New
CSB
88
City State Bank
Iowa
$17K
RIA
89
Realta Investment Advisors
Delaware
$16.9K
IA
90
IFP Advisors
Florida
$15K -$24.2K -282 -56%
BWM
91
Baystate Wealth Management
Massachusetts
$15K +$15.3K +178 New
HI
92
Harbour Investments
Wisconsin
$14.9K +$171 +2 +1%
MCC
93
Money Concepts Capital
Florida
$11.9K +$12K +140 New
WFA
94
WestHill Financial Advisors
California
$4.91K
AssetMark Inc
95
AssetMark Inc
California
$3.39K +$3.43K +40 New
BlackRock
96
BlackRock
New York
$2.2K +$1.37K +16 +160%
GWM
97
Geneos Wealth Management
Colorado
$1.69K
MA
98
Montag & Associates
Georgia
$1.69K
CA
99
Clearstead Advisors
Ohio
$1.35K +$1.37K +16 New
SWA
100
SOA Wealth Advisors
New York
$1.02K