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Vanguard S&P Mid-Cap 400 ETF

169 hedge funds and large institutions have $615M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
53
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$113K
SWM
127
Selective Wealth Management
Virginia
$111K +$33K +370 +42%
AWM
128
Avior Wealth Management
Nebraska
$110K -$177 -2 -0.2%
ACA
129
Atlas Capital Advisors
Wyoming
$110K -$11.2K -126 -9%
WT
130
Washington Trust
Rhode Island
$107K
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$93K
OIA
132
Optimum Investment Advisors
Illinois
$89K
CDIA
133
Capital Directions Investment Advisors
Georgia
$87K
SWM
134
Spire Wealth Management
Virginia
$77K +$16.9K +190 +28%
GWMIA
135
Global Wealth Management Investment Advisory
Florida
$71K +$71K +802 New
CCM
136
Covington Capital Management
California
$69K
DWMG
137
DB Wealth Management Group
California
$66K
CWC
138
Carolinas Wealth Consulting
North Carolina
$64K
FA
139
Flagstar Advisors
New York
$50K +$50K +556 New
FEG
140
Financial Enhancement Group
Indiana
$47K
MPCG
141
Matrix Private Capital Group
New York
$39K
LPWM
142
Lake Point Wealth Management
Texas
$38K
HF
143
Halpern Financial
Virginia
$37.1K
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$31K +$27.8K +310 +861%
GRP
145
Global Retirement Partners
California
$30K
GWM
146
Geneos Wealth Management
Colorado
$25K
Jones Financial Companies
147
Jones Financial Companies
Missouri
$22K
SBL
148
Sargent Bickham Lagudis
Colorado
$17K
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K -$6.95K -78 -29%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$15.9K +$15.9K +178 New