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Vanguard S&P Mid-Cap 400 ETF

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

42% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 60

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $874M → $994M (+$120M)

6% more funds holding

Funds holding: 234249 (+15)

3.81% more ownership

Funds ownership: 43.88%47.69% (+3.8%)

Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
85
Reduced
60
Closed
13
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
151
Vertex Planning Partners
Illinois
$306K
NA
152
NewEdge Advisors
Louisiana
$305K +$18K +176 +6%
TPCW
153
TD Private Client Wealth
New York
$304K +$17.1K +167 +6%
PS
154
Principal Securities
Iowa
$302K -$27.8K -272 -9%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$302K +$279K +2,731 +2,117%
NW
156
NewEdge Wealth
Pennsylvania
$299K
BWM
157
Benchmark Wealth Management
Connecticut
$293K -$12.3K -120 -4%
PA
158
Pinnacle Associates
New York
$293K -$2.55K -25 -0.8%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$289K +$280K +2,737 New
NL
160
NWAM LLC
Washington
$275K +$266K +2,600 New
VP
161
Verum Partners
North Carolina
$272K +$817 +8 +0.3%
EH
162
Equitable Holdings
New York
$266K -$37.2K -364 -13%
HTHT
163
Hemenway Trust Hemenway Trust
New Hampshire
$263K +$254K +2,492 New
CA
164
CGN Advisors
Kansas
$260K -$4.7K -46 -2%
CAM
165
Cozad Asset Management
Illinois
$252K
BIM
166
Bridges Investment Management
Nebraska
$250K
CWM
167
Chemistry Wealth Management
New York
$250K
Comerica Bank
168
Comerica Bank
Texas
$249K -$19K -186 -7%
CCIA
169
Cherry Creek Investment Advisors
Colorado
$241K +$613 +6 +0.3%
IWM
170
IHT Wealth Management
Illinois
$239K -$55.4K -542 -19%
JIC
171
Joel Isaacson & Co
New York
$238K +$230K +2,253 New
4WM
172
49 Wealth Management
Texas
$229K
VR
173
Valued Retirements
Texas
$228K
EB
174
Eastern Bank
Massachusetts
$227K +$220K +2,151 New
Bank of New York Mellon
175
Bank of New York Mellon
New York
$226K +$219K +2,140 New