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Vanguard S&P Mid-Cap 400 Growth ETF

102 hedge funds and large institutions have $234M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

149% more call options, than puts

Call options by funds: $169K | Put options by funds: $68K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 84102 (+18)

8% more capital invested

Capital invested by funds: $216M → $234M (+$17.7M)

0.02% more ownership

Funds ownership: 64.97%65% (+0.02%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
102
Holders Change
+18
Holders Change %
+21.43%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
25
Reduced
28
Closed
8
Calls
$169K
Puts
$68K
Net Calls
+$101K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$58.9M -$1.59M -18,512 -3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.9M -$12.6M -146,660 -42%
Morgan Stanley
3
Morgan Stanley
New York
$15.1M +$9.64M +112,416 +171%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11.6M +$147K +1,718 +1%
SCM
5
Stordahl Capital Management
Colorado
$11.1M +$152K +1,772 +1%
Goldman Sachs
6
Goldman Sachs
New York
$8.39M -$119K -1,390 -1%
Ameriprise
7
Ameriprise
Minnesota
$7.97M -$143K -1,670 -2%
LPL Financial
8
LPL Financial
California
$7.82M +$564K +6,582 +8%
Wells Fargo
9
Wells Fargo
California
$7.61M -$312K -3,642 -4%
Bank of America
10
Bank of America
North Carolina
$7.13M -$1.97M -22,928 -21%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$6.83M -$1.73M -20,172 -20%
LWM
12
LJI Wealth Management
Indiana
$6.19M +$6.27M +73,116 New
UBS Group
13
UBS Group
Switzerland
$6.05M -$335K -3,910 -5%
KAS
14
Kestra Advisory Services
Texas
$6M -$43.7K -510 -0.7%
MMA
15
Miracle Mile Advisors
California
$5.69M +$55.2K +644 +1%
RWP
16
RWA Wealth Partners
Massachusetts
$4.07M -$2.25M -26,228 -36%
Citadel Advisors
17
Citadel Advisors
Florida
$3.28M +$362K +4,226 +12%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.82M
DADC
19
D.A. Davidson & Co
Montana
$2.79M +$2.82M +32,912 New
KeyBank National Association
20
KeyBank National Association
Ohio
$2.76M +$1.5M +17,476 +116%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.73M +$150K +1,750 +6%
RRC
22
Relaxing Retirement Coach
Massachusetts
$2.49M +$3.09K +36 +0.1%
Franklin Resources
23
Franklin Resources
California
$2.32M
MCM
24
Mendel Capital Management
Arkansas
$1.49M +$468K +5,456 +45%
TA
25
Trellis Advisors
Washington
$1.48M -$80.3K -936 -5%