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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.

New
Increased
Maintained
Reduced
Closed
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 %
CDIA
126
Capital Directions Investment Advisors
Georgia
$89K +$89K +976 New
SWM
127
Selective Wealth Management
Virginia
$80K +$80K +876 New
CCM
128
Covington Capital Management
California
$71K
DWMG
129
DB Wealth Management Group
California
$67K
CWC
130
Carolinas Wealth Consulting
North Carolina
$65K +$182 +2 +0.3%
SWM
131
Spire Wealth Management
Virginia
$61K +$33.3K +368 +120%
RBC
132
Roble Belko & Company
Pennsylvania
$51K
FEG
133
Financial Enhancement Group
Indiana
$48K
AssetMark Inc
134
AssetMark Inc
California
$41K +$39.9K +442 +3,683%
MPCG
135
Matrix Private Capital Group
New York
$40K
LPWM
136
Lake Point Wealth Management
Texas
$39K +$39K +430 New
Barclays
137
Barclays
United Kingdom
$38K +$38K +418 New
HF
138
Halpern Financial
Virginia
$37.9K +$8.55K +94 +29%
BlackRock
139
BlackRock
New York
$36K
CAAS
140
Capital Asset Advisory Services
Michigan
$35K
FWP
141
FAS Wealth Partners
Kansas
$32K +$32K +350 New
GRP
142
Global Retirement Partners
California
$31K
GWM
143
Geneos Wealth Management
Colorado
$25K
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K +$17.3K +190 +244%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$23K
Citigroup
146
Citigroup
New York
$18K -$18.2K -200 -50%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$18K
SBL
148
Sargent Bickham Lagudis
Colorado
$17K
S
149
SignatureFD
Georgia
$14K
BAM
150
Bellevue Asset Management
Washington
$14K