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Vanguard S&P Mid-Cap 400 Growth ETF

85 hedge funds and large institutions have $284M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $250M → $284M (+$33.8M)

10% more funds holding

Funds holding: 7785 (+8)

2.43% more ownership

Funds ownership: 60.86%63.29% (+2.4%)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
22
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$70.5M -$382K -4,006 -0.5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$34.5M +$4.97M +52,138 +17%
MAM
3
Madison Asset Management
Wisconsin
$28.4M +$10.9M +113,948 +64%
Bank of America
4
Bank of America
North Carolina
$14.3M -$151K -1,582 -1%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$13.1M
SCM
6
Stordahl Capital Management
Colorado
$10.9M -$543K -5,692 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.07M -$1.67M -17,468 -16%
KAS
8
Kestra Advisory Services
Texas
$7.14M -$330K -3,456 -4%
Morgan Stanley
9
Morgan Stanley
New York
$7.12M +$858K +9,002 +14%
LPL Financial
10
LPL Financial
California
$6.97M +$1.61M +16,918 +31%
Ameriprise
11
Ameriprise
Minnesota
$6.46M -$648K -6,796 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.4M +$3.16M +33,140 +101%
MMA
13
Miracle Mile Advisors
California
$6.38M +$1.72K +18 +0%
UBS Group
14
UBS Group
Switzerland
$5.01M -$1.17M -12,304 -19%
Wells Fargo
15
Wells Fargo
California
$4.96M +$321K +3,370 +7%
RWP
16
RWA Wealth Partners
Massachusetts
$4.84M -$155K -1,626 -3%
Stifel Financial
17
Stifel Financial
Missouri
$3.57M +$738K +7,736 +27%
Vanguard Group
18
Vanguard Group
Pennsylvania
$3.32M +$2.86K +30 +0.1%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.16M +$897K +9,404 +41%
RRC
20
Relaxing Retirement Coach
Massachusetts
$3.1M -$24.4K -256 -0.8%
GA
21
Gateway Advisory
New Jersey
$3.07M +$82K +860 +3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.06M -$2.44M -25,574 -45%
Franklin Resources
23
Franklin Resources
California
$2.66M
TA
24
Trellis Advisors
Washington
$1.86M -$67.9K -712 -4%
PAG
25
Private Advisor Group
New Jersey
$1.59M +$26.3K +276 +2%