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Vanguard S&P Mid-Cap 400 Growth ETF

63 hedge funds and large institutions have $127M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more funds holding

Funds holding: 5863 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

24.98% less ownership

Funds ownership: 57.37%32.39% (-25%)

51% less capital invested

Capital invested by funds: $262M → $127M (-$134M)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
19
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$27M +$27.3M +400,000 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.1M +$198K +2,910 +1%
UBS Group
3
UBS Group
Switzerland
$9.18M +$1.43M +20,970 +18%
SCM
4
Stordahl Capital Management
Colorado
$7.36M -$3.96K -58 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$6.34M +$192K +2,822 +3%
LPL Financial
6
LPL Financial
California
$6.27M -$1.91M -28,074 -23%
RRC
7
Relaxing Retirement Coach
Massachusetts
$4.95M -$3.07M -45,018 -38%
Jane Street
8
Jane Street
New York
$4.35M -$47.8M -700,832 -92%
Bank of America
9
Bank of America
North Carolina
$3.59M -$873K -12,806 -19%
GA
10
Gateway Advisory
New Jersey
$3.45M +$56.9K +834 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.44M +$74K +1,086 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.08M -$966K -14,160 -24%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.84M +$2.65M +38,880 +1,208%
Ameriprise
14
Ameriprise
Minnesota
$2.29M +$432K +6,336 +23%
AG
15
Advisor Group
Arizona
$1.94M -$28.3M -414,528 -94%
Wells Fargo
16
Wells Fargo
California
$1.81M +$180K +2,636 +11%
Franklin Resources
17
Franklin Resources
California
$1.8M
TA
18
Trellis Advisors
Washington
$1.68M -$37.4K -548 -2%
RWP
19
RWA Wealth Partners
Massachusetts
$1.44M +$585K +8,580 +68%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.28M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.19M +$199K +2,924 +20%
FAAS
22
First Allied Advisory Services
California
$1M -$748K -10,970 -42%
PAG
23
Private Advisor Group
New Jersey
$822K +$830K +12,176 New
VF
24
Virtu Financial
New York
$795K +$2.73K +40 +0.3%
SB
25
Suntrust Banks
Georgia
$677K -$3.86M -56,648 -85%