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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
MECA
76
Miller Equity Capital Advisors
Texas
$1.47M
GT
77
Greenleaf Trust
Michigan
$1.43M -$44K -405 -3%
Vanguard Group
78
Vanguard Group
Pennsylvania
$1.41M +$19.8K +182 +1%
HNB
79
Huntington National Bank
Ohio
$1.35M
RWP
80
RWA Wealth Partners
Massachusetts
$1.29M -$24K -221 -2%
BFG
81
Bleakley Financial Group
New Jersey
$1.29M +$29.9K +275 +2%
JWCA
82
J.W. Cole Advisors
Florida
$1.25M -$88.9K -818 -6%
P
83
&Partners
Tennessee
$1.24M +$360K +3,314 +40%
FB
84
First Bancorp
Maine
$1.21M
SWA
85
Sax Wealth Advisors
New Jersey
$1.2M +$652 +6 +0.1%
MHS
86
M Holdings Securities
Oregon
$1.19M +$1.23M +11,282 New
AC
87
Anson Capital
Georgia
$1.18M +$39.9K +367 +3%
SN
88
Sittner & Nelson
Oregon
$1.17M
RDFA
89
Ritter Daniher Financial Advisory
Ohio
$1.16M -$3.04K -28 -0.3%
FSA
90
Fort Sheridan Advisors
Illinois
$1.16M +$266K +2,448 +29%
WCM
91
WealthBridge Capital Management
Ohio
$1.13M +$3.48K +32 +0.3%
AI
92
Atria Investments
North Carolina
$1.13M +$2.83K +26 +0.2%
SQA
93
Simon Quick Advisors
New Jersey
$1.11M -$427K -3,932 -27%
NGA
94
Naples Global Advisors
Florida
$1.07M -$5.43K -50 -0.5%
P
95
Pitcairn
Pennsylvania
$1.06M
SFS
96
Summit Financial Strategies
Ohio
$1.05M
SWM
97
Spire Wealth Management
Virginia
$1.03M -$66.5K -612 -6%
ZF
98
Zhang Financial
Michigan
$1.03M +$543 +5 +0.1%
SA
99
Sanctuary Advisors
Indiana
$963K -$16.6K -153 -2%
PPW
100
PACK Private Wealth
Minnesota
$895K