We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF

104 hedge funds and large institutions have $258M invested in Vanguard S&P Mid-Cap 400 ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $214M → $258M (+$43.8M)

20% more funds holding

Funds holding: 87104 (+17)

9.53% more ownership

Funds ownership: 51.03%60.56% (+9.5%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

Holders
104
Holders Change
+17
Holders Change %
+19.54%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
27
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.76M +$791K +12,272 +79%
LFAS
27
Level Four Advisory Services
Texas
$1.41M +$225K +3,484 +19%
VF
28
Virtu Financial
New York
$1.31M +$1.33M +20,618 New
AG
29
Advisor Group
Arizona
$1.3M -$287K -4,454 -18%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.23M -$114K -1,768 -8%
WA
31
Waverly Advisors
Alabama
$1.23M -$44.1K -684 -3%
NGA
32
Naples Global Advisors
Florida
$1.11M
MHIC
33
Marble Harbor Investment Counsel
Massachusetts
$1.09M
Citadel Advisors
34
Citadel Advisors
Florida
$1.07M +$1.09M +16,860 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.05M +$196K +3,042 +22%
HH
36
Hilltop Holdings
Texas
$963K +$979K +15,194 New
FNBOO
37
First National Bank of Omaha
Nebraska
$956K +$5.54K +86 +0.6%
RWP
38
RWA Wealth Partners
Massachusetts
$954K -$64.4K -1,000 -6%
HSA
39
HBK Sorce Advisory
Pennsylvania
$939K -$9.41K -146 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$918K +$129K +2,002 +16%
TRCT
41
Tower Research Capital (TRC)
New York
$839K +$854K +13,246 New
LFG
42
LifePlan Financial Group
Ohio
$649K -$91.3K -1,416 -12%
RRC
43
Relaxing Retirement Coach
Massachusetts
$635K -$55.6K -862 -8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$626K +$10.7K +166 +2%
FAAS
45
First Allied Advisory Services
California
$626K +$604K +9,368 +2,574%
CWM
46
Cornerstone Wealth Management
Missouri
$622K -$325K -5,038 -33%
FHA
47
Flagship Harbor Advisors
Massachusetts
$621K +$22.3K +346 +4%
DADC
48
D.A. Davidson & Co
Montana
$617K +$179K +2,782 +40%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$614K +$106K +1,648 +21%
ISB
50
Iowa State Bank
Iowa
$609K +$75.4K +1,170 +14%