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Vanguard S&P Mid-Cap 400 Growth ETF

98 hedge funds and large institutions have $222M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 34 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

8% more funds holding

Funds holding: 9198 (+7)

0.88% less ownership

Funds ownership: 30.73%29.85% (-0.88%)

6% less capital invested

Capital invested by funds: $236M → $222M (-$14M)

32% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 34

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$60M +$263K +2,806 +0.4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.7M -$143K -1,518 -0.8%
SCM
3
Stordahl Capital Management
Colorado
$12.6M -$158K -1,686 -1%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11.5M -$1.47M -15,644 -11%
LPL Financial
5
LPL Financial
California
$10.4M +$1.38M +14,658 +15%
Ameriprise
6
Ameriprise
Minnesota
$7.73M -$156K -1,663 -2%
LWM
7
LJI Wealth Management
Indiana
$7.47M +$358K +3,811 +5%
Bank of America
8
Bank of America
North Carolina
$7.03M +$59.3K +631 +0.8%
Morgan Stanley
9
Morgan Stanley
New York
$6.9M -$5.18M -55,183 -42%
Wells Fargo
10
Wells Fargo
California
$6.56M +$337K +3,592 +5%
UBS Group
11
UBS Group
Switzerland
$6.4M +$188 +2 +0%
KAS
12
Kestra Advisory Services
Texas
$6.33M +$94K +1,001 +1%
MMA
13
Miracle Mile Advisors
California
$5.17M -$22.5K -240 -0.4%
RWP
14
RWA Wealth Partners
Massachusetts
$4.06M -$13.7K -146 -0.3%
KeyBank National Association
15
KeyBank National Association
Ohio
$2.99M -$66.5K -708 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.99M -$19.2K -204 -0.6%
DADC
17
D.A. Davidson & Co
Montana
$2.94M +$4.13K +44 +0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.73M -$69.9K -744 -2%
SC
19
Savant Capital
Illinois
$2.59M +$2.69M +28,669 New
Franklin Resources
20
Franklin Resources
California
$2.47M
MCM
21
Mendel Capital Management
Arkansas
$1.79M
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$1.68M +$26.9K +286 +2%
PAG
23
Private Advisor Group
New Jersey
$1.64M -$48.3K -514 -3%
William Blair & Company
24
William Blair & Company
Illinois
$1.56M +$44.1K +470 +3%
TA
25
Trellis Advisors
Washington
$1.54M -$15.5K -165 -1%