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
DWT
51
Dorsey & Whitney Trust
South Dakota
$601K
Comerica Bank
52
Comerica Bank
Texas
$600K
WIP
53
Wellesley Investment Partners
Massachusetts
$596K -$18.6K -288 -3%
Vanguard Group
54
Vanguard Group
Pennsylvania
$582K -$21.3K -330 -3%
PA
55
Pinnacle Associates
New York
$535K +$544K +8,440 New
MHS
56
M Holdings Securities
Oregon
$458K +$466K +7,228 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$429K -$1.45M -22,558 -77%
THWM
58
Taylor Hoffman Wealth Management
Virginia
$419K +$41.8K +648 +11%
Mariner
59
Mariner
Kansas
$415K
A
60
AdvicePeriod
California
$408K +$415K +6,440 New
Creative Planning
61
Creative Planning
Kansas
$385K +$55.3K +858 +16%
V
62
Veritable
Delaware
$373K +$21.8K +338 +6%
IF
63
IRON Financial
Illinois
$357K
UCFA
64
United Capital Financial Advisors
Texas
$356K +$6.06K +94 +2%
LFS
65
Lutz Financial Services
Nebraska
$332K
GC
66
Grimes & Company
Massachusetts
$327K
JMPWA
67
JP Morgan Private Wealth Advisors
California
$269K -$9.67K -150 -3%
Renaissance Technologies
68
Renaissance Technologies
New York
$266K +$271K +4,200 New
SHA
69
Seneca House Advisors
Virginia
$256K
GFPC
70
Global Financial Private Capital
Florida
$241K
Jane Street
71
Jane Street
New York
$226K -$1.97M -30,532 -90%
AP
72
Appleton Partners
Massachusetts
$218K
EWM
73
Endurance Wealth Management
Rhode Island
$214K
SWPG
74
Strategic Wealth Partners Group
Illinois
$170K +$173K +2,684 New
US Bancorp
75
US Bancorp
Minnesota
$154K -$20.6K -320 -12%