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Vanguard S&P Mid-Cap 400 ETF

272 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,610% more call options, than puts

Call options by funds: $359K | Put options by funds: $21K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

14% more capital invested

Capital invested by funds: $994M → $1.13B (+$139M)

9% more funds holding

Funds holding: 249272 (+23)

0.37% less ownership

Funds ownership: 47.69%47.32% (-0.37%)

Holders
272
Holders Change
+23
Holders Change %
+9.24%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$65.2K +$34K +313 +103%
SPIA
227
Steward Partners Investment Advisory
New York
$64.9K
HCP
228
Hexagon Capital Partners
Arkansas
$63.3K
AWM
229
Avior Wealth Management
Nebraska
$62K -$2.39K -22 -4%
EWA
230
EverSource Wealth Advisors
Alabama
$60.2K -$20.4K -188 -25%
BWL
231
Bogart Wealth LLC
Virginia
$59.8K
QCG
232
Quadrant Capital Group
Ohio
$51.2K
MFG
233
Menard Financial Group
Texas
$50.6K +$52.2K +480 New
Jones Financial Companies
234
Jones Financial Companies
Missouri
$50.1K +$19K +175 +58%
ADL
235
Asset Dedication LLC
California
$42.2K
BlackRock
236
BlackRock
New York
$42.2K
VWA
237
VSM Wealth Advisory
Maryland
$39.1K +$40.3K +371 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$37K +$16.6K +153 +76%
AWM
239
AE Wealth Management
Kansas
$37K +$38K +350 New
CFGS
240
Concourse Financial Group Securities
Alabama
$32.6K
AG
241
AmeriFlex Group
Nevada
$31.1K +$30.9K +284 New
Russell Investments Group
242
Russell Investments Group
United Kingdom
$31K
LWA
243
Lowe Wealth Advisors
Maryland
$30.4K
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$29.1K +$8.15K +75 +37%
JWA
245
JFS Wealth Advisors
Pennsylvania
$28.2K +$217 +2 +0.8%
TCA
246
Trifecta Capital Advisors
Illinois
$27.2K +$28K +258 New
PMFA
247
Plante Moran Financial Advisors
Michigan
$26K
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$25.5K
William Blair & Company
249
William Blair & Company
Illinois
$21.1K
S
250
SignatureFD
Georgia
$16.2K