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Vanguard S&P Mid-Cap 400 Growth ETF
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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: 1 → 2 (+1)

21% more funds holding

Funds holding: 84 → 102 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.64M
2
DADC
D.A. Davidson & Co
Montana
+$2.82M
3
KeyBank National Association
KeyBank National Association
Ohio
+$1.5M
4
LPL Financial
LPL Financial
California
+$564K
5
CSPAM
Cary Street Partners Asset Management
Virginia
+$557K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.6M
2
RWP
RWA Wealth Partners
Massachusetts
-$2.25M
3
Bank of America
Bank of America
North Carolina
-$1.97M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.73M
5
Mariner
Mariner
Kansas
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
101
Bogart Wealth LLC
Virginia
$1.02K +$1.03K +12 New
AF
102
Advisornet Financial
Minnesota
$667 – – –
PAG
103
Private Advisor Group
New Jersey
– -$1.52M -19,280 Closed
SA
104
Shilanski & Associates
Alaska
– -$325K -4,126 Closed
TRCT
105
Tower Research Capital (TRC)
New York
– -$240K -3,048 Closed
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
– -$220K -2,802 Closed
PWC
107
PYA Waltman Capital
Tennessee
– -$63K -796 Closed
SC
108
Stephens Consulting
Michigan
– -$24.5K -312 Closed
TIM
109
Tevis Investment Management
Texas
– -$18K -230 Closed
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
– -$7K -90 Closed
1 2 3 4
5