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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
MGIA
126
Moneta Group Investment Advisors
Missouri
$550K +$205K +1,891 +57%
FHA
127
Flagship Harbor Advisors
Massachusetts
$540K +$761 +7 +0.1%
US Bancorp
128
US Bancorp
Minnesota
$534K +$128K +1,179 +30%
AF
129
Affiance Financial
Minnesota
$531K
AAS
130
Ameritas Advisory Services
Nebraska
$515K +$92.8K +854 +21%
CPIG
131
Chicago Partners Investment Group
Illinois
$510K +$128K +1,174 +32%
SWP
132
Stratos Wealth Partners
Ohio
$494K +$294K +2,702 +137%
AT
133
American Trust
Kentucky
$493K +$508K +4,677 New
CFS
134
CRA Financial Services
New Jersey
$488K
AF
135
Advisornet Financial
Minnesota
$482K +$101K +928 +25%
SCM
136
Stordahl Capital Management
Colorado
$476K +$3.58K +33 +0.7%
Renaissance Technologies
137
Renaissance Technologies
New York
$475K +$489K +4,500 New
RDIA
138
RE Dickinson Investment Advisors
Iowa
$466K +$48K +442 New
TWA
139
Tandem Wealth Advisors
Arizona
$459K +$473K +4,355 New
1WM
140
1900 Wealth Management
Texas
$454K
NA
141
NewEdge Advisors
Louisiana
$398K +$96.4K +887 +31%
Northern Trust
142
Northern Trust
Illinois
$398K -$8.15K -75 -2%
TIAA Trust, National Association
143
TIAA Trust, National Association
North Carolina
$396K -$33.5K -308 -8%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$386K -$21.6K -199 -5%
DAS
145
Diversify Advisory Services
Utah
$375K +$178K +1,636 +84%
TFS
146
Thoroughbred Financial Services
Tennessee
$372K +$12.7K +117 +3%
IAA
147
Independent Advisor Alliance
North Carolina
$372K +$383K +3,526 New
CA
148
CGN Advisors
Kansas
$368K +$112K +1,027 +42%
BPA
149
Beacon Pointe Advisors
California
$368K +$379K +3,487 New
Corient Private Wealth
150
Corient Private Wealth
Florida
$368K -$96.8K -891 -20%