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Vanguard S&P Mid-Cap 400 ETF

180 hedge funds and large institutions have $657M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
57
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$213K +$213K +2,224 New
WFA
127
WestHill Financial Advisors
California
$212K
AWE
128
Avidian Wealth Enterprises
Texas
$211K +$211K +2,200 New
SHA
129
Seneca House Advisors
Virginia
$207K +$207K +2,158 New
VA
130
Valmark Advisers
Ohio
$205K +$205K +2,140 New
ATPW
131
Ashton Thomas Private Wealth
Arizona
$202K +$202K +2,114 New
MWM
132
Modera Wealth Management
New Jersey
$202K +$202K +2,112 New
US Bancorp
133
US Bancorp
Minnesota
$185K
HCP
134
Hexagon Capital Partners
Arkansas
$182K
AssetMark Inc
135
AssetMark Inc
California
$177K +$173K +1,806 +4,105%
SWM
136
Spire Wealth Management
Virginia
$154K +$71K +740 +86%
IA
137
IFP Advisors
Florida
$145K +$22.3K +232 +18%
SWM
138
Selective Wealth Management
Virginia
$138K +$18.6K +194 +16%
LWA
139
Lenox Wealth Advisors
New York
$121K +$121K +1,264 New
WT
140
Washington Trust
Rhode Island
$115K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$114K -$81.5K -852 -42%
ACA
142
Atlas Capital Advisors
Wyoming
$111K -$6.51K -68 -6%
EWA
143
EverSource Wealth Advisors
Alabama
$111K +$111K +1,160 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$100K
OIA
145
Optimum Investment Advisors
Illinois
$96K
GWMIA
146
Global Wealth Management Investment Advisory
Florida
$77K
CCM
147
Covington Capital Management
California
$75K
MWA
148
Moser Wealth Advisors
Washington
$72K +$72K +756 New
DWMG
149
DB Wealth Management Group
California
$71K
AWM
150
Avior Wealth Management
Nebraska
$69K -$48.2K -510 -41%