IVOO icon

Vanguard S&P Mid-Cap 400 ETF

189 hedge funds and large institutions have $620M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
63
Reduced
43
Closed
12
Calls
$409K
Puts
$114K
Net Calls
+$295K
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.19M +$387K +4,728 +10%
HAC
27
Harbor Advisory Corp
New Hampshire
$4.15M +$273K +3,336 +7%
Ameriprise
28
Ameriprise
Minnesota
$4.15M -$8.18K -100 -0.2%
ONB
29
Old National Bancorp
Indiana
$4.14M +$1.33M +16,264 +47%
PFM
30
Phillips Financial Management
Indiana
$4.07M -$151K -1,844 -4%
Stifel Financial
31
Stifel Financial
Missouri
$3.91M +$497K +6,072 +15%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.9M +$1.19M +14,572 +44%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.29M -$502K -6,132 -13%
Goldman Sachs
34
Goldman Sachs
New York
$3.09M
SQA
35
Simon Quick Advisors
New Jersey
$3.05M -$74.3K -908 -2%
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.87M
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.81M +$34K +416 +1%
Cerity Partners
38
Cerity Partners
New York
$2.72M +$1.98M +24,266 +269%
SLF
39
Sun Life Financial
Ontario, Canada
$2.58M
FAB
40
First American Bank
Illinois
$2.54M -$8.67K -106 -0.3%
PA
41
PFG Advisors
Arizona
$2.4M +$1.07M +13,124 +81%
Creative Planning
42
Creative Planning
Kansas
$2.37M -$325K -3,970 -12%
CA
43
Cetera Advisors
Colorado
$2.35M -$11.3K -138 -0.5%
KFGK
44
Keystone Financial Group (Kentucky)
Kentucky
$2.32M +$231K +2,820 +11%
CAL
45
Capital Analysts LLC
Pennsylvania
$1.95M +$228K +2,784 +13%
HI
46
Harbour Investments
Wisconsin
$1.87M +$543K +6,634 +41%
MHIC
47
Marble Harbor Investment Counsel
Massachusetts
$1.78M +$209K +2,550 +13%
FT
48
Fiduciary Trust
Massachusetts
$1.7M
CT
49
Coastline Trust
Rhode Island
$1.66M -$319K -3,900 -16%
EL
50
EQ LLC
Washington
$1.58M +$34.4K +420 +2%