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Vanguard S&P Mid-Cap 400 ETF

198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NS
151
NBC Securities
Alabama
$165K +$165K +1,958 New
HCP
152
Hexagon Capital Partners
Arkansas
$161K
WFA
153
WestHill Financial Advisors
California
$139K +$10.5K +124 +8%
CAL
154
Capital Analysts LLC
Pennsylvania
$131K +$337 +4 +0.3%
RAM
155
Ramirez Asset Management
New York
$108K +$108K +1,280 New
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$105K +$38K +449 +57%
WT
157
Washington Trust
Rhode Island
$101K
GRP
158
Global Retirement Partners
California
$98.6K +$495 +6 +0.5%
BC
159
Barrett & Company
Rhode Island
$90.3K
EWM
160
Evermay Wealth Management
Virginia
$86K +$254 +3 +0.3%
OIA
161
Optimum Investment Advisors
Illinois
$84.5K
ACA
162
Atlas Capital Advisors
Wyoming
$84.2K -$2.87K -34 -3%
AF
163
Advisornet Financial
Minnesota
$83K +$50.8K +601 +158%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$82.8K
BBHC
165
Brown Brothers Harriman & Co
New York
$80.3K
CT
166
Colonial Trust
South Carolina
$76.8K
EWA
167
EverSource Wealth Advisors
Alabama
$74K
TLA
168
Tanglewood Legacy Advisors
Texas
$69.5K
MWA
169
Moser Wealth Advisors
Washington
$63.9K
AWM
170
Avior Wealth Management
Nebraska
$62.1K -$761 -9 -1%
SPIA
171
Steward Partners Investment Advisory
New York
$52K +$16.1K +191 +45%
BTI
172
Blue Trust Inc
Georgia
$41K -$184K -2,062 -82%
BlackRock
173
BlackRock
New York
$33.8K
William Blair & Company
174
William Blair & Company
Illinois
$33.8K
GWM
175
Geneos Wealth Management
Colorado
$29.3K