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Vanguard S&P Mid-Cap 400 Growth ETF

77 hedge funds and large institutions have $250M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

86% more capital invested

Capital invested by funds: $134M → $250M (+$116M)

24.11% more ownership

Funds ownership: 36.75%60.86% (+24%)

10% more funds holding

Funds holding: 7077 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$65.2M +$60.4M +728,910 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.1M +$2.99M +36,036 +14%
MAM
3
Madison Asset Management
Wisconsin
$15.9M +$14.8M +178,292 New
Bank of America
4
Bank of America
North Carolina
$13.3M -$381K -4,590 -3%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$13.1M -$971K -11,714 -7%
SCM
6
Stordahl Capital Management
Colorado
$10.5M -$174K -2,100 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.9M +$4.54M +54,708 +98%
KAS
8
Kestra Advisory Services
Texas
$6.87M +$340K +4,106 +6%
Ameriprise
9
Ameriprise
Minnesota
$6.55M +$552K +6,660 +10%
MMA
10
Miracle Mile Advisors
California
$5.86M +$343K +4,140 +7%
Morgan Stanley
11
Morgan Stanley
New York
$5.74M -$259K -3,128 -5%
UBS Group
12
UBS Group
Switzerland
$5.7M -$107K -1,290 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.1M -$936K -11,286 -17%
LPL Financial
14
LPL Financial
California
$4.9M +$1.26M +15,236 +39%
RWP
15
RWA Wealth Partners
Massachusetts
$4.6M +$1.2M +14,522 +39%
Wells Fargo
16
Wells Fargo
California
$4.26M +$64.2K +774 +2%
Vanguard Group
17
Vanguard Group
Pennsylvania
$3.05M +$2.46M +29,680 +673%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.92M +$232K +2,794 +9%
RRC
19
Relaxing Retirement Coach
Massachusetts
$2.88M -$2.76M -33,238 -51%
GA
20
Gateway Advisory
New Jersey
$2.75M +$53.4K +644 +2%
Stifel Financial
21
Stifel Financial
Missouri
$2.6M +$203K +2,452 +9%
Franklin Resources
22
Franklin Resources
California
$2.45M
RCAG
23
Rehmann Capital Advisory Group
Michigan
$2.42M +$243K +2,934 +12%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.06M -$274K -3,300 -13%
TA
25
Trellis Advisors
Washington
$1.78M -$84.9K -1,024 -5%