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Vanguard S&P Mid-Cap 400 Growth ETF

172 hedge funds and large institutions have $601M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

10% more funds holding

Funds holding: 157172 (+15)

3% more capital invested

Capital invested by funds: $585M → $601M (+$16.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.82% less ownership

Funds ownership: 50.46%44.63% (-5.8%)

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
54
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$188M -$4.13M -34,381 -2%
Mariner
2
Mariner
Kansas
$76.5M +$690K +5,750 +0.9%
Raymond James Financial
3
Raymond James Financial
Florida
$25.5M +$1.93M +16,119 +8%
Morgan Stanley
4
Morgan Stanley
New York
$23.4M +$2.07M +17,286 +10%
MGIA
5
Moneta Group Investment Advisors
Missouri
$20.8M +$2.76M +23,031 +15%
SCM
6
Stordahl Capital Management
Colorado
$17.4M -$24.1K -201 -0.1%
LPL Financial
7
LPL Financial
California
$16.8M -$1.98M -16,529 -11%
OWA
8
Octavia Wealth Advisors
Ohio
$16.1M -$1.73M -14,444 -10%
LWM
9
LJI Wealth Management
Indiana
$14.1M +$600K +5,000 +4%
Ameriprise
10
Ameriprise
Minnesota
$10.6M +$185K +1,540 +2%
UBS Group
11
UBS Group
Switzerland
$10.5M -$296K -2,467 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$9.48M +$16.4K +137 +0.2%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$8.59M +$6.73M +56,108 +365%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$8.17M +$418K +3,480 +5%
KAS
15
Kestra Advisory Services
Texas
$7.67M +$180K +1,497 +2%
Bank of America
16
Bank of America
North Carolina
$7.29M -$768K -6,403 -10%
MMA
17
Miracle Mile Advisors
California
$6.76M -$14.2K -118 -0.2%
Wells Fargo
18
Wells Fargo
California
$6.29M -$4.92K -41 -0.1%
HI
19
Harbour Investments
Wisconsin
$5.4M +$175K +1,455 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.68M -$599K -4,993 -11%
CFSG
21
Clark Financial Services Group
Missouri
$4.43M -$186K -1,546 -4%
SJGA
22
Stephen J. Garry & Associates
New York
$4.41M -$45.6K -380 -1%
DW30
23
Drucker Wealth 3.0
New Jersey
$4.39M +$238K +1,982 +6%
HI
24
Harper Investing
California
$4.29M +$1.03M +8,609 +32%
RWP
25
RWA Wealth Partners
Massachusetts
$4.05M -$2.28K -19 -0.1%