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Vanguard S&P Mid-Cap 400 ETF

191 hedge funds and large institutions have $686M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 160 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
160
Reduced
8
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.72M 67,511 +33,803 +100%
BWIA
27
Bryant Woods Investment Advisors
New York
$5.04M 59,563 +31,501 +112%
Stifel Financial
28
Stifel Financial
Missouri
$4.74M 55,923 +32,003 +134%
KHLMTHM
29
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.54M 54,478 +27,239 +100%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.44M 52,374 +26,762 +104%
Ameriprise
31
Ameriprise
Minnesota
$4.41M 52,074 +26,725 +105%
PFM
32
Phillips Financial Management
Indiana
$4.32M 50,988 +26,120 +105%
HAC
33
Harbor Advisory Corp
New Hampshire
$4.3M 50,788 +25,394 +100%
Cerity Partners
34
Cerity Partners
New York
$4.15M 49,066 +32,430 +195%
PAG
35
Private Advisor Group
New Jersey
$3.85M 45,488 +22,279 +96%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$3.78M 44,595 +24,471 +122%
Goldman Sachs
37
Goldman Sachs
New York
$3.19M 37,718 +18,834 +100%
SQA
38
Simon Quick Advisors
New Jersey
$3.07M 36,300 +17,667 +95%
MFIMFI
39
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.97M 35,130 +17,565 +100%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.92M 34,538 +17,348 +101%
SLF
41
Sun Life Financial
Ontario, Canada
$2.67M 31,558 +15,779 +100%
FAB
42
First American Bank
Illinois
$2.66M 31,450 +15,936 +103%
Creative Planning
43
Creative Planning
Kansas
$2.45M 28,979 +14,469 +100%
CA
44
Cetera Advisors
Colorado
$2.44M 28,848 +14,483 +101%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2.42M 28,635 +20,775 +264%
HI
46
Harbour Investments
Wisconsin
$2.21M 26,051 +14,639 +128%
CT
47
Coastline Trust
Rhode Island
$1.86M 22,006 +11,864 +117%
SW
48
SVB Wealth
Massachusetts
$1.77M 20,901 +11,389 +120%
FT
49
Fiduciary Trust
Massachusetts
$1.76M 20,734 +10,367 +100%
EL
50
EQ LLC
Washington
$1.63M 19,282 +9,602 +99%