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Vanguard S&P Mid-Cap 400 ETF

169 hedge funds and large institutions have $615M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
53
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
76
Summit Financial Strategies
Ohio
$788K
NFG
77
Next Financial Group
Texas
$753K -$46.5K -522 -6%
MCWS
78
McKinley Carter Wealth Services
West Virginia
$709K
FHA
79
Flagship Harbor Advisors
Massachusetts
$690K
SVWAG
80
Sound View Wealth Advisors Group
Georgia
$671K -$114K -1,284 -15%
TRCT
81
Tower Research Capital (TRC)
New York
$669K +$669K +7,512 New
PVH
82
Psagot Value Holdings
Israel
$659K -$8.7M -97,734 -93%
SW
83
SVB Wealth
Massachusetts
$651K
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$630K +$356 +4 +0.1%
Truist Financial
85
Truist Financial
North Carolina
$608K -$43.8K -492 -7%
AF
86
Affiance Financial
Minnesota
$560K -$7.48K -84 -1%
APA
87
American Portfolios Advisors
New York
$538K +$115K +1,294 +27%
RWRC
88
R.W. Roge & Company
New York
$535K -$27K -290 -5%
MP
89
McDonald Partners
Ohio
$494K +$29.6K +332 +6%
PCG
90
Private Capital Group
Connecticut
$484K
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$478K -$2.14K -24 -0.4%
IF
92
IRON Financial
Illinois
$466K
MCM
93
Manchester Capital Management
Vermont
$429K
DWT
94
Dorsey & Whitney Trust
South Dakota
$426K
CFO
95
Collective Family Office
Pennsylvania
$410K
LFF
96
Level Four Financial
Texas
$397K +$535 +6 +0.1%
BWM
97
Benchmark Wealth Management
Connecticut
$377K -$19.4K -218 -5%
CFS
98
CRA Financial Services
New Jersey
$375K -$7.13K -80 -2%
EWM
99
Evermay Wealth Management
Virginia
$371K +$7.31K +82 +2%
CT
100
Cambridge Trust
Massachusetts
$368K -$14.3K -160 -4%