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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
PAS
101
Park Avenue Securities
New York
$893K +$920K +8,468 New
VA
102
Valmark Advisers
Ohio
$890K -$7.71K -71 -0.8%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$795K +$10.4K +96 +1%
GVAG
104
Great Valley Advisor Group
Delaware
$787K
BCWM
105
Bartlett & Co Wealth Management
Ohio
$769K +$44.4K +409 +6%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$744K -$19.6K -180 -2%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$738K +$3.04K +28 +0.4%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$737K -$123K -1,129 -15%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$733K
ORC
110
O'Rourke & Company
Massachusetts
$729K -$50.8K -468 -6%
FTS
111
Fifth Third Securities
Ohio
$708K -$36.2K -333 -5%
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$706K +$31.6K +291 +5%
MCM
113
Manchester Capital Management
Vermont
$684K
LFAS
114
Level Four Advisory Services
Texas
$679K -$528K -4,862 -43%
WANY
115
Wealthspire Advisors (New York)
New York
$661K -$67.3K -619 -9%
ESB
116
Essex Savings Bank
Connecticut
$648K
SHF
117
Stage Harbor Financial
Massachusetts
$648K
CWM
118
Castle Wealth Management
Florida
$630K -$39.1K -360 -6%
AAS
119
Avantax Advisory Services
Texas
$630K +$237K +2,179 +57%
HA
120
Hanover Advisors
South Carolina
$624K -$61.2K -563 -9%
THCM
121
Taylor Hoffman Capital Management
Virginia
$619K -$2.06K -19 -0.3%
AIP
122
Ameritas Investment Partners
Nebraska
$619K -$9.67K -89 -1%
CIA
123
Concurrent Investment Advisors
Florida
$603K +$621K +5,719 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$583K +$761 +7 +0.1%
IF
125
IRON Financial
Illinois
$579K +$4.13K +38 +0.7%