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Vanguard S&P Mid-Cap 400 ETF

221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$382K
1WM
127
1900 Wealth Management
Texas
$381K
SCM
128
Stordahl Capital Management
Colorado
$367K +$16.7K +178 +5%
US Bancorp
129
US Bancorp
Minnesota
$354K
CPIG
130
Chicago Partners Investment Group
Illinois
$347K +$1.85K +20 +0.5%
NEPWA
131
New England Private Wealth Advisors
Massachusetts
$332K +$2.54K +27 +0.8%
DWT
132
Dorsey & Whitney Trust
South Dakota
$325K
CT
133
Cambridge Trust
Massachusetts
$323K
1SB
134
1ST Source Bank
Indiana
$320K
KSWA
135
Kathleen S. Wright Associates
Pennsylvania
$308K -$7.71K -82 -2%
BPA
136
Beacon Pointe Advisors
California
$304K +$36.6K +389 +14%
RMDI
137
R.M. Davis Inc
Maine
$303K
SMA
138
Sage Mountain Advisors
Georgia
$303K
PA
139
Pinnacle Associates
New York
$293K
EFG
140
Embree Financial Group
Illinois
$287K +$287K +3,056 New
WPW
141
Waldron Private Wealth
Pennsylvania
$286K +$286K +3,044 New
CWM
142
Chemistry Wealth Management
New York
$286K +$286K +3,040 New
BRWA
143
B. Riley Wealth Advisors
Florida
$280K +$44.6K +475 +19%
BWM
144
Benchmark Wealth Management
Connecticut
$275K -$11.7K -125 -4%
CAG
145
Crestwood Advisors Group
Massachusetts
$274K
IWM
146
IHT Wealth Management
Illinois
$273K -$37.7K -401 -12%
VPP
147
Vertex Planning Partners
Illinois
$273K
NW
148
NewEdge Wealth
Pennsylvania
$266K
TPCW
149
TD Private Client Wealth
New York
$259K +$74.7K +795 +41%
GFA
150
Gallagher Fiduciary Advisors
Illinois
$248K -$1.03K -11 -0.4%