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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
AWM
76
Avior Wealth Management
Nebraska
$147K
PCG
77
Private Capital Group
Connecticut
$115K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$110K
WTB
79
Washington Trust Bank
Washington
$95K
ACA
80
Atlas Capital Advisors
Wyoming
$86.2K +$87.6K +1,360 New
OIA
81
Optimum Investment Advisors
Illinois
$76K +$77.3K +1,200 New
IA
82
IFP Advisors
Florida
$74K
William Blair & Company
83
William Blair & Company
Illinois
$70K +$71K +1,102 New
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$62K
CCM
85
Covington Capital Management
California
$55K -$12.9K -200 -19%
GRP
86
Global Retirement Partners
California
$51K
SPIA
87
Steward Partners Investment Advisory
New York
$42K +$24.5K +380 +134%
SWP
88
Stratos Wealth Partners
Ohio
$37K
RBC
89
Roble Belko & Company
Pennsylvania
$35K
SLF
90
Sun Life Financial
Ontario, Canada
$31.5K -$3.54M -54,936 -87%
S
91
SignatureFD
Georgia
$20K +$20.2K +314 New
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4K
IWM
93
IHT Wealth Management
Illinois
$17K -$1.24M -19,278 -99%
GWM
94
Geneos Wealth Management
Colorado
$17K
Citigroup
95
Citigroup
New York
$12K -$84K -1,304 -88%
SBL
96
Sargent Bickham Lagudis
Colorado
$12K
IP
97
Intellectus Partners
California
$12K +$7.86K +122 New
SEI Investments
98
SEI Investments
Pennsylvania
$10K +$9.8K +152 New
GT
99
Glenmede Trust
Pennsylvania
$5K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$4K