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Vanguard S&P Mid-Cap 400 ETF

180 hedge funds and large institutions have $657M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
57
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
76
Summit Financial Strategies
Ohio
$847K
SW
77
SVB Wealth
Massachusetts
$829K +$129K +1,350 +18%
NFG
78
Next Financial Group
Texas
$810K +$192 +2 +0%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$808K +$294K +3,068 +57%
VF
80
Virtu Financial
New York
$789K -$1.02M -10,684 -56%
APA
81
American Portfolios Advisors
New York
$753K +$174K +1,822 +30%
MCWS
82
McKinley Carter Wealth Services
West Virginia
$750K -$11.9K -124 -2%
FHA
83
Flagship Harbor Advisors
Massachusetts
$726K +$191 +2 +0%
ORC
84
O'Rourke & Company
Massachusetts
$698K +$698K +7,292 New
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
$682K +$4.02K +42 +0.6%
HighTower Advisors
86
HighTower Advisors
Illinois
$668K +$668K +6,968 New
PPW
87
PACK Private Wealth
Minnesota
$657K +$657K +6,858 New
Truist Financial
88
Truist Financial
North Carolina
$632K -$21.1K -220 -3%
AF
89
Affiance Financial
Minnesota
$602K
LFAS
90
Level Four Advisory Services
Texas
$534K +$534K +5,582 New
PCG
91
Private Capital Group
Connecticut
$518K
KSWA
92
Kathleen S. Wright Associates
Pennsylvania
$505K +$505K +5,278 New
IF
93
IRON Financial
Illinois
$504K +$3.64K +38 +0.7%
MCM
94
Manchester Capital Management
Vermont
$461K
RWRC
95
R.W. Roge & Company
New York
$441K -$60.3K -690 -12%
CFO
96
Collective Family Office
Pennsylvania
$440K
EWM
97
Evermay Wealth Management
Virginia
$410K +$12K +126 +3%
BWM
98
Benchmark Wealth Management
Connecticut
$403K -$2.68K -28 -0.7%
CT
99
Cambridge Trust
Massachusetts
$392K -$3.64K -38 -0.9%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$388K +$7.47K +78 +2%