We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

59 hedge funds and large institutions have $129M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $127M → $129M (+$1.15M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 32.39%31.68% (-0.71%)

6% less funds holding

Funds holding: 6359 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
27
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$27.9M
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.4M -$334K -4,830 -2%
UBS Group
3
UBS Group
Switzerland
$9.95M +$479K +6,930 +5%
SCM
4
Stordahl Capital Management
Colorado
$7.86M +$260K +3,758 +3%
LPL Financial
5
LPL Financial
California
$6.98M +$505K +7,314 +8%
Morgan Stanley
6
Morgan Stanley
New York
$6.87M +$327K +4,740 +5%
GA
7
Gateway Advisory
New Jersey
$4.52M +$958K +13,864 +27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.32M +$763K +11,046 +22%
Bank of America
9
Bank of America
North Carolina
$3.95M +$242K +3,506 +7%
RRC
10
Relaxing Retirement Coach
Massachusetts
$3.71M -$1.37M -19,900 -27%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.3M +$113K +1,642 +4%
Ameriprise
12
Ameriprise
Minnesota
$2.61M +$234K +3,394 +10%
Jane Street
13
Jane Street
New York
$2.43M -$2.04M -29,570 -46%
Wells Fargo
14
Wells Fargo
California
$2.15M +$277K +4,004 +15%
Franklin Resources
15
Franklin Resources
California
$1.86M
AG
16
Advisor Group
Arizona
$1.71M -$283K -4,092 -14%
TA
17
Trellis Advisors
Washington
$1.7M -$33K -478 -2%
RWP
18
RWA Wealth Partners
Massachusetts
$1.56M +$76.1K +1,102 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.42M +$191K +2,766 +16%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.32M
SB
21
Suntrust Banks
Georgia
$896K +$196K +2,842 +28%
Vanguard Group
22
Vanguard Group
Pennsylvania
$773K +$221K +3,194 +40%
VF
23
Virtu Financial
New York
$759K -$60.4K -874 -7%
NL
24
NWAM LLC
Washington
$681K +$13.8K +200 +2%
Stifel Financial
25
Stifel Financial
Missouri
$650K +$15.2K +220 +2%