We are live on ! Find out more
IVOO icon

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
MFIMFI
51
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.51M -$203K -1,866 -5%
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$3.09M -$15.5K -143 -0.5%
CT
53
Coastline Trust
Rhode Island
$3.05M +$65.8K +606 +2%
Creative Planning
54
Creative Planning
Kansas
$3.01M +$58.9K +542 +2%
KAS
55
Kestra Advisory Services
Texas
$2.82M +$648K +5,963 +29%
Truist Financial
56
Truist Financial
North Carolina
$2.79M +$52.5K +483 +2%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.73M -$109 -1 -0%
MFWM
58
Motley Fool Wealth Management
Virginia
$2.71M +$2.79M +25,675 New
SWM
59
SpringVest Wealth Management
Texas
$2.44M +$2.51M +23,101 New
EL
60
EQ LLC
Washington
$2.36M +$114K +1,050 +5%
WA
61
Waverly Advisors
Alabama
$2.25M
FT
62
Fiduciary Trust
Massachusetts
$2.19M
SA
63
SoundView Advisors
Washington
$2.11M +$2.18M +20,034 New
MHIC
64
Marble Harbor Investment Counsel
Massachusetts
$2.09M
1IA
65
1834 Investment Advisors
Wisconsin
$1.93M -$585K -5,382 -23%
TI
66
Truepoint Inc
Ohio
$1.92M
OWA
67
Octavia Wealth Advisors
Ohio
$1.85M -$5.87K -54 -0.3%
FW
68
Fairway Wealth
Ohio
$1.85M +$401K +3,690 +27%
WIM
69
Warwick Investment Management
Texas
$1.77M +$282K +2,591 +18%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.74M -$935K -8,608 -34%
OPS
71
Orion Portfolio Solutions
Nebraska
$1.74M -$935K -8,608 -34%
EFA
72
Edge Financial Advisors
Illinois
$1.7M +$12.4K +114 +0.7%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$1.68M +$1.73M +15,905 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.6M +$1.2M +11,086 +273%
KA
75
Klingman & Associates
New York
$1.57M -$1.41K -13 -0.1%