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Vanguard S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

136 hedge funds and large institutions have $334M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
34
Closed
18
Calls
–
Puts
$29K
Net Calls
-$29K
Net Calls Change
-$29K

Top Buyers

1
ARC
Advisor Resource Council
Texas
+$4.08M
2
CFSG
Clark Financial Services Group
Missouri
+$3.81M
3
Citigroup
Citigroup
New York
+$3.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.1M
5
Morgan Stanley
Morgan Stanley
New York
+$1.75M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.01M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.99M
4
LPL Financial
LPL Financial
California
-$1.59M
5
NA
NewEdge Advisors
Louisiana
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$71.3M +$738K +7,150 +1%
Raymond James Financial
2
Raymond James Financial
Florida
$20.2M -$215K -2,086 -1%
OWA
3
Octavia Wealth Advisors
Ohio
$16.7M +$1.61M +15,603 +11%
LPL Financial
4
LPL Financial
California
$16.4M -$1.59M -15,442 -9%
SCM
5
Stordahl Capital Management
Colorado
$14.4M +$448K +4,344 +3%
Morgan Stanley
6
Morgan Stanley
New York
$13.5M +$1.75M +16,929 +15%
LWM
7
LJI Wealth Management
Indiana
$10.5M +$475K +4,603 +5%
UBS Group
8
UBS Group
Switzerland
$8.91M -$503K -4,873 -5%
Ameriprise
9
Ameriprise
Minnesota
$7.99M -$321K -3,102 -4%
Wells Fargo
10
Wells Fargo
California
$7.84M -$3.69M -35,770 -32%
Bank of America
11
Bank of America
North Carolina
$7.34M -$143K -1,383 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.02M +$606K +5,872 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.68M +$758K +7,348 +13%
KAS
14
Kestra Advisory Services
Texas
$6.39M +$58K +562 +0.9%
Citigroup
15
Citigroup
New York
$6.25M +$3.16M +30,676 +103%
CSP
16
Cary Street Partners
Virginia
$6.03M +$518K +5,019 +9%
MMA
17
Miracle Mile Advisors
California
$5.82M – – –
MGIA
18
Moneta Group Investment Advisors
Missouri
$5.12M +$511K +4,954 +11%
RWP
19
RWA Wealth Partners
Massachusetts
$4.29M -$206 -2 -0%
ARC
20
Advisor Resource Council
Texas
$4.08M +$4.08M +40,372 New
CFSG
21
Clark Financial Services Group
Missouri
$3.81M +$3.81M +36,945 New
SJGA
22
Stephen J. Garry & Associates
New York
$3.81M +$194K +1,881 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.79M +$65.5K +635 +2%
HI
24
Harbour Investments
Wisconsin
$3.72M +$335K +3,243 +10%
AF
25
Allworth Financial
California
$3.36M -$19.1K -187 -0.6%
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