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Vanguard S&P Mid-Cap 400 ETF

41 hedge funds and large institutions have $73.1M invested in Vanguard S&P Mid-Cap 400 ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 3841 (+3)

1.2% more ownership

Funds ownership: 41.87%43.06% (+1.2%)

0% more capital invested

Capital invested by funds: $72.9M → $73.1M (+$257K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$222K +$228K +4,786 New
IH
27
IFC Holdings
Florida
$203K
AIG
28
American International Group
New York
$151K +$13.6K +286 +10%
US Bancorp
29
US Bancorp
Minnesota
$140K
OIA
30
Optimum Investment Advisors
Illinois
$136K +$51.1K +1,072 +62%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$130K +$7.14K +150 +6%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$98K
SCA
33
Strategic Capital Alternatives
United States
$97K +$99.3K +2,084 New
BRWM
34
B. Riley Wealth Management
Tennessee
$85K
PAG
35
Private Advisor Group
New Jersey
$84K +$85.9K +1,804 New
WTB
36
Washington Trust Bank
Washington
$70K
Ameriprise
37
Ameriprise
Minnesota
$37K +$38.1K +800 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$32K -$86.2K -1,810 -72%
Creative Planning
39
Creative Planning
Kansas
$24K +$24.9K +522 New
DADC
40
D.A. Davidson & Co
Montana
$18K +$19.1K +400 New
AC
41
Alexandria Capital
Virginia
$10K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$2M -41,294 Closed
NPC
43
National Planning Corporation
California
-$288K -5,958 Closed
Vanguard Group
44
Vanguard Group
Pennsylvania
-$206K -4,262 Closed
SSB
45
Sandy Spring Bank
Maryland
-$12K -250 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
-$6K -132 Closed