IVOO icon

Vanguard S&P Mid-Cap 400 ETF

167 hedge funds and large institutions have $529M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
46
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFIMFI
26
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.1M 17,565 +4,722 +37%
Creative Planning
27
Creative Planning
Kansas
$3.09M 17,522 -11 -0.1%
SLF
28
Sun Life Financial
Ontario, Canada
$2.94M 16,650
DADC
29
D.A. Davidson & Co
Montana
$2.84M 16,080 +596 +4%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$2.76M 15,617 -1,718 -10%
FAB
31
First American Bank
Illinois
$2.68M 15,188 +2,255 +17%
Ameriprise
32
Ameriprise
Minnesota
$2.65M 15,010 +197 +1%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.5M 14,188 +1,232 +10%
CA
34
Cetera Advisors
Colorado
$2.44M 13,847 -1,477 -10%
Goldman Sachs
35
Goldman Sachs
New York
$2.33M 13,214 +3,208 +32%
BC
36
Bartlett & Co
Ohio
$2.32M 13,164 -94 -0.7%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$2.32M 13,164 -94 -0.7%
CT
38
Coastline Trust
Rhode Island
$2.32M 13,125 -10 -0.1%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.2M 12,469 +29 +0.2%
KFGK
40
Keystone Financial Group (Kentucky)
Kentucky
$2.03M 11,498 +97 +0.9%
FT
41
Fiduciary Trust
Massachusetts
$1.83M 10,367 +2,641 +34%
BJ
42
Brouwer & Janachowski
California
$1.76M 9,959
WA
43
Waverly Advisors
Alabama
$1.75M 9,618
OWA
44
Octavia Wealth Advisors
Ohio
$1.61M 9,124 +756 +9%
EL
45
EQ LLC
Washington
$1.5M 8,514 -1,439 -14%
NGA
46
Naples Global Advisors
Florida
$1.47M 8,310
TNB
47
TCF National Bank
South Dakota
$1.43M 8,085 -409 -5%
MHIC
48
Marble Harbor Investment Counsel
Massachusetts
$1.38M 7,840 +200 +3%
WCM
49
WealthBridge Capital Management
Ohio
$1.35M 7,669 -815 -10%
AI
50
Atria Investments
North Carolina
$1.35M 7,669 -815 -10%