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Vanguard S&P Mid-Cap 400 ETF

272 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,610% more call options, than puts

Call options by funds: $359K | Put options by funds: $21K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

14% more capital invested

Capital invested by funds: $994M → $1.13B (+$139M)

9% more funds holding

Funds holding: 249272 (+23)

0.37% less ownership

Funds ownership: 47.69%47.32% (-0.37%)

Holders
272
Holders Change
+23
Holders Change %
+9.24%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$10.6M +$3.46M +31,860 +46%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.36M +$976K +8,986 +11%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$9.28M -$324K -2,978 -3%
BWIA
29
Bryant Woods Investment Advisors
New York
$8.19M +$536K +4,937 +7%
LGA
30
Lebenthal Global Advisors
New York
$8.14M +$1.93M +17,801 +30%
RP
31
Raelipskie Partnership
Ontario, Canada
$7.44M +$405K +3,730 +6%
Stifel Financial
32
Stifel Financial
Missouri
$7.08M +$394K +3,627 +6%
TCBWMS
33
Texas Capital Bank Wealth Management Services
Texas
$6.63M -$269K -2,478 -4%
Cerity Partners
34
Cerity Partners
New York
$6.23M +$400K +3,679 +7%
APC
35
Asset Planning Corporation
Tennessee
$6.17M +$573K +5,274 +10%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$6.15M +$3.27M +30,141 +107%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.78M +$643K +5,915 +12%
Ameriprise
38
Ameriprise
Minnesota
$5.63M -$762K -7,009 -12%
HAC
39
Harbor Advisory Corp
New Hampshire
$5.23M
PF
40
Phoenix Financial
Israel
$4.96M -$1.9M -17,445 -27%
PAG
41
Private Advisor Group
New Jersey
$4.78M +$147K +1,351 +3%
HI
42
Harbour Investments
Wisconsin
$4.18M +$85.7K +789 +2%
PFM
43
Phillips Financial Management
Indiana
$4.14M -$821K -7,561 -16%
EWA
44
EP Wealth Advisors
California
$4.11M +$86.5K +796 +2%
Goldman Sachs
45
Goldman Sachs
New York
$3.98M
Mariner
46
Mariner
Kansas
$3.9M +$71.8K +661 +2%
LSL
47
Legacy Solutions LLC
Pennsylvania
$3.82M +$3.93M +36,171 New
ALA
48
Atlas Legacy Advisors
California
$3.82M +$3.93M +36,164 New
FAB
49
First American Bank
Illinois
$3.67M +$324K +2,980 +9%
CCA
50
Checchi Capital Advisers
California
$3.6M +$83.4K +768 +2%