IVOO icon

Vanguard S&P Mid-Cap 400 ETF

163 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
57
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
101
Moneta Group Investment Advisors
Missouri
$313K +$546 +6 +0.2%
NEPWA
102
New England Private Wealth Advisors
Massachusetts
$312K +$728 +8 +0.2%
AP
103
Appleton Partners
Massachusetts
$304K
TP
104
Tranquility Partners
Tennessee
$297K
Northern Trust
105
Northern Trust
Illinois
$284K +$53.9K +592 +23%
EWM
106
Endurance Wealth Management
Rhode Island
$282K
PA
107
Pinnacle Associates
New York
$272K
SCM
108
Stordahl Capital Management
Colorado
$257K -$728 -8 -0.3%
CCIA
109
Cherry Creek Investment Advisors
Colorado
$257K +$257K +2,820 New
PWP
110
Personal Wealth Partners
Minnesota
$256K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$247K -$17.5K -192 -7%
GHA
112
GW Henssler & Associates
Georgia
$225K +$225K +2,468 New
MIH
113
Meitav Investment House
Israel
$220K
RJT
114
Raymond James Trust
Florida
$217K -$18.2K -200 -8%
AWE
115
Avidian Wealth Enterprises
Texas
$210K -$27.3K -300 -11%
ARC
116
Advisor Resource Council
Texas
$206K +$206K +2,260 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$186K +$182 +2 +0.1%
US Bancorp
118
US Bancorp
Minnesota
$176K
HCP
119
Hexagon Capital Partners
Arkansas
$173K
ACA
120
Atlas Capital Advisors
Wyoming
$124K +$16.9K +186 +16%
IA
121
IFP Advisors
Florida
$114K -$25K -280 -18%
AWM
122
Avior Wealth Management
Nebraska
$112K -$31K -344 -22%
WT
123
Washington Trust
Rhode Island
$109K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$95K +$5.48K +60 +6%
OIA
125
Optimum Investment Advisors
Illinois
$91K