IVOO icon

Vanguard S&P Mid-Cap 400 ETF

118 hedge funds and large institutions have $366M invested in Vanguard S&P Mid-Cap 400 ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
33
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPAG
76
KLS Professional Advisors Group
New York
$264K
KA
77
Klingman & Associates
New York
$253K
AP
78
Appleton Partners
Massachusetts
$226K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$226K +$17.1K +260 +8%
Creative Planning
80
Creative Planning
Kansas
$225K -$13.1K -200 -6%
SHA
81
Seneca House Advisors
Virginia
$222K -$45.8K -700 -17%
PPA
82
Parametric Portfolio Associates
Washington
$221K
VA
83
Valmark Advisers
Ohio
$220K +$220K +3,350 New
EWM
84
Endurance Wealth Management
Rhode Island
$218K +$16.4K +250 +8%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$205K -$14.4K -220 -7%
RWMH
86
Riverpoint Wealth Management Holdings
Illinois
$204K +$204K +3,112 New
TRCT
87
Tower Research Capital (TRC)
New York
$194K -$592K -9,004 -75%
NFG
88
Next Financial Group
Texas
$174K +$174K +2,652 New
US Bancorp
89
US Bancorp
Minnesota
$157K -$98.2K -1,500 -38%
AWM
90
Avior Wealth Management
Nebraska
$151K
PCG
91
Private Capital Group
Connecticut
$91K -$29K -440 -24%
William Blair & Company
92
William Blair & Company
Illinois
$72K
OIA
93
Optimum Investment Advisors
Illinois
$66K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$64K
ACA
95
Atlas Capital Advisors
Wyoming
$60.9K -$6.3K -96 -9%
CCM
96
Covington Capital Management
California
$57K
MA
97
MUFG Americas
New York
$47K -$15.4K -234 -25%
CFGS
98
Concourse Financial Group Securities
Alabama
$44K
NCM
99
Next Capital Management
New York
$44K +$44K +670 New
RBC
100
Roble Belko & Company
Pennsylvania
$37K