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Vanguard S&P Mid-Cap 400 Growth ETF

127 hedge funds and large institutions have $321M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
34
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$74.3M 678,369 +12,971 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.7M 189,059 -2,202 -1%
LPL Financial
3
LPL Financial
California
$17.6M 160,620 +6,983 +5%
OWA
4
Octavia Wealth Advisors
Ohio
$14.9M 135,924 +5,345 +4%
SCM
5
Stordahl Capital Management
Colorado
$14.8M 135,566 -5,662 -4%
Morgan Stanley
6
Morgan Stanley
New York
$14.4M 131,908 +61,123 +86%
Wells Fargo
7
Wells Fargo
California
$13.5M 123,333 +398 +0.3%
LWM
8
LJI Wealth Management
Indiana
$10M 91,245 +4,145 +5%
UBS Group
9
UBS Group
Switzerland
$9.02M 82,374 +3,644 +5%
Ameriprise
10
Ameriprise
Minnesota
$8.15M 74,428 -3,663 -5%
Bank of America
11
Bank of America
North Carolina
$7.33M 66,890 -1,487 -2%
KAS
12
Kestra Advisory Services
Texas
$6.98M 64,745 -1,072 -2%
AWS
13
Atria Wealth Solutions
New York
$6.8M 62,048 +60,232 +3,317%
MMA
14
Miracle Mile Advisors
California
$6.28M 57,291
Baird Financial Group
15
Baird Financial Group
Wisconsin
$6.12M 55,909 +1,634 +3%
RWP
16
RWA Wealth Partners
Massachusetts
$4.65M 42,428 -182 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.53M 41,385 +14,033 +51%
KeyBank National Association
18
KeyBank National Association
Ohio
$3.89M 35,517 -559 -2%
SJGA
19
Stephen J. Garry & Associates
New York
$3.85M 35,152 -360 -1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$3.83M 34,924 +810 +2%
Franklin Resources
21
Franklin Resources
California
$3M 27,394
SC
22
Savant Capital
Illinois
$2.95M 26,976 -878 -3%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$2.91M 26,578 +6,499 +32%
Stifel Financial
24
Stifel Financial
Missouri
$2.9M 26,515 +13,813 +109%
Citigroup
25
Citigroup
New York
$2.56M 23,410 -34 -0.1%