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Vanguard S&P Mid-Cap 400 Growth ETF

65 hedge funds and large institutions have $122M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.35% less ownership

Funds ownership: 45.97%41.62% (-4.3%)

12% less funds holding

Funds holding: 7465 (-9)

32% less capital invested

Capital invested by funds: $179M → $122M (-$57.3M)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
65
Holders Change
-9
Holders Change %
-12.16%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$46.1M -$394K -5,800 -0.8%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$10.8M -$2.01M -29,488 -13%
SCM
3
Stordahl Capital Management
Colorado
$6.55M +$267K +3,926 +3%
Bank of America
4
Bank of America
North Carolina
$4.94M +$2.96M +43,566 +95%
Morgan Stanley
5
Morgan Stanley
New York
$4.4M -$282K -4,144 -5%
Ameriprise
6
Ameriprise
Minnesota
$4.16M +$3.91M +57,510 +279%
Citadel Advisors
7
Citadel Advisors
Florida
$3.67M +$4.27M +62,822 +1,673%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.52M +$933K +13,712 +27%
UBS Group
9
UBS Group
Switzerland
$3.13M -$373K -5,484 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.86M +$2.23M +32,848 +174%
Wells Fargo
11
Wells Fargo
California
$2.51M +$117K +1,726 +4%
LPL Financial
12
LPL Financial
California
$2M +$374K +5,502 +18%
Jane Street
13
Jane Street
New York
$1.99M +$2.45M +35,994 New
RRC
14
Relaxing Retirement Coach
Massachusetts
$1.9M -$782K -11,496 -25%
RWP
15
RWA Wealth Partners
Massachusetts
$1.67M -$26.5M -389,956 -93%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.51M
Franklin Resources
17
Franklin Resources
California
$1.47M
Stifel Financial
18
Stifel Financial
Missouri
$1.37M -$25K -368 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.33M +$408 +6 +0%
TRCT
20
Tower Research Capital (TRC)
New York
$1.32M +$1.59M +23,432 +4,541%
Truist Financial
21
Truist Financial
North Carolina
$1.18M +$55.1K +810 +4%
TA
22
Trellis Advisors
Washington
$1.18M -$24.5K -360 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.07M +$1.32M +19,354 New
William Blair & Company
24
William Blair & Company
Illinois
$897K +$58.8K +864 +6%
PAG
25
Private Advisor Group
New Jersey
$893K +$29.8K +438 +3%