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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $284M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

0% more capital invested

Capital invested by funds: $284M → $284M (+$428K)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 8584 (-1)

1.66% less ownership

Funds ownership: 63.29%61.64% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$73M +$249K +2,504 +0.3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$36.2M +$592K +5,952 +2%
MAM
3
Madison Asset Management
Wisconsin
$20.9M -$8.33M -83,768 -29%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$13.9M -$765K -7,686 -5%
SCM
5
Stordahl Capital Management
Colorado
$11.3M +$34.8K +350 +0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.67M +$309K +3,108 +3%
Wells Fargo
7
Wells Fargo
California
$8.05M +$2.9M +29,186 +57%
Bank of America
8
Bank of America
North Carolina
$7.98M -$6.74M -67,704 -46%
Morgan Stanley
9
Morgan Stanley
New York
$7.47M +$125K +1,256 +2%
KAS
10
Kestra Advisory Services
Texas
$7.38M +$7.56K +76 +0.1%
LPL Financial
11
LPL Financial
California
$7.27M +$71.4K +718 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.8M +$190K +1,910 +3%
MMA
13
Miracle Mile Advisors
California
$6.57M -$13.7K -138 -0.2%
Ameriprise
14
Ameriprise
Minnesota
$6.5M -$179K -1,796 -3%
UBS Group
15
UBS Group
Switzerland
$5.46M +$293K +2,946 +6%
RWP
16
RWA Wealth Partners
Massachusetts
$4.45M -$549K -5,514 -11%
Citadel Advisors
17
Citadel Advisors
Florida
$3.87M +$3.83M +38,544 New
Stifel Financial
18
Stifel Financial
Missouri
$3.77M +$77.6K +780 +2%
GA
19
Gateway Advisory
New Jersey
$3.76M +$588K +5,906 +19%
Vanguard Group
20
Vanguard Group
Pennsylvania
$3.43M +$3.38K +34 +0.1%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.26M
RRC
22
Relaxing Retirement Coach
Massachusetts
$3.13M -$68.6K -690 -2%
Franklin Resources
23
Franklin Resources
California
$2.75M
Osaic Holdings
24
Osaic Holdings
Arizona
$1.98M +$754K +7,580 +62%
TA
25
Trellis Advisors
Washington
$1.88M -$38.8K -390 -2%