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Vanguard S&P Mid-Cap 400 ETF

233 hedge funds and large institutions have $910M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
30
Increased
88
Reduced
53
Closed
15
Calls
$577K
Puts
Net Calls
+$577K
Net Calls Change
+$577K
Name Market Value Shares Shares
Change
Shares
Change %
VP
151
Verum Partners
North Carolina
$265K 2,577 -1,941 -43%
NL
152
NWAM LLC
Washington
$262K 2,600
EH
153
Equitable Holdings
New York
$262K 2,544 +71 +3%
GC
154
Gratus Capital
Georgia
$261K 2,534 -303,683 -99%
CA
155
CGN Advisors
Kansas
$255K 2,475 -100 -4%
CAM
156
Cozad Asset Management
Illinois
$246K 2,386
AAS
157
Avantax Advisory Services
Texas
$243K 2,363 +5 +0.2%
Corient Private Wealth
158
Corient Private Wealth
Florida
$243K 2,355 +38 +2%
CCIA
159
Cherry Creek Investment Advisors
Colorado
$240K 2,331 -171 -7%
TRCT
160
Tower Research Capital (TRC)
New York
$239K 2,320 +2,029 +697%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$236K 2,290 +564 +33%
VR
162
Valued Retirements
Texas
$222K 2,158
4WM
163
49 Wealth Management
Texas
$222K 2,168
RMDI
164
R.M. Davis Inc
Maine
$218K 2,120 -1,108 -34%
HWA
165
Heartwood Wealth Advisors
Virginia
$216K 2,100 +2,100 New
GFA
166
Gallagher Fiduciary Advisors
Illinois
$216K 2,095 -540 -20%
NA
167
NewEdge Advisors
Louisiana
$213K 2,068 +2,000 +2,941%
BRWA
168
B. Riley Wealth Advisors
Florida
$212K 2,506 -475 -16%
HSA
169
HBK Sorce Advisory
Pennsylvania
$209K 2,030 +2,030 New
HA
170
HFG Advisors
Ohio
$209K 2,029 +2,029 New
SWP
171
Stratos Wealth Partners
Ohio
$204K 1,980 +1,980 New
Luther King Capital Management (LKCM)
172
Luther King Capital Management (LKCM)
Texas
AWAP
173
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$203K 1,968 +1,968 New
CWC
174
Carolinas Wealth Consulting
North Carolina
$200K 1,946 +1,946 New
HCP
175
Hexagon Capital Partners
Arkansas
$196K 1,900