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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 %
CWC
151
Carolinas Wealth Consulting
North Carolina
$69K +$383 +4 +0.6%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$51.3K +$34.2K +358 +201%
FEG
153
Financial Enhancement Group
Indiana
$51K
MPCG
154
Matrix Private Capital Group
New York
$42K
LPWM
155
Lake Point Wealth Management
Texas
$41K
HF
156
Halpern Financial
Virginia
$39.8K
BlackRock
157
BlackRock
New York
$38K +$38K +400 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.7K +$11.5K +120 +63%
GWM
159
Geneos Wealth Management
Colorado
$26K
Jones Financial Companies
160
Jones Financial Companies
Missouri
$24K
PMFA
161
Plante Moran Financial Advisors
Michigan
$24K +$24K +246 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +202 New
SBL
163
Sargent Bickham Lagudis
Colorado
$18K
Amundi
164
Amundi
France
$18K +$18K +190 New
S
165
SignatureFD
Georgia
$15K
BAM
166
Bellevue Asset Management
Washington
$14K
AF
167
Advisornet Financial
Minnesota
$14K +$3.87K +42 +38%
AWM
168
Accel Wealth Management
Iowa
$13K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$13K
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$12K +$12K +130 New
TPCW
171
TD Private Client Wealth
New York
$10.5K +$1.92K +20 +22%
RFA
172
Reilly Financial Advisors
California
$7K
PA
173
Parallel Advisors
California
$7K
RIM
174
Rockbridge Investment Management
New York
$5K
SPIA
175
Steward Partners Investment Advisory
New York
$4K