IVOO icon

Vanguard S&P Mid-Cap 400 ETF

221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
176
Optimum Investment Advisors
Illinois
$94K
ACA
177
Atlas Capital Advisors
Wyoming
$92.9K -$658 -7 -0.7%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$92.1K
BBHC
179
Brown Brothers Harriman & Co
New York
$89.3K
CT
180
Colonial Trust
South Carolina
$83.5K
TLA
181
Tanglewood Legacy Advisors
Texas
$77.2K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$71.6K -$150K -1,591 -68%
EWA
183
EverSource Wealth Advisors
Alabama
$71.3K -$11K -117 -13%
MWA
184
Moser Wealth Advisors
Washington
$71K
AWM
185
Avior Wealth Management
Nebraska
$69.5K +$564 +6 +0.8%
FFA
186
Farther Finance Advisors
California
$66.7K +$62.2K +662 +1,379%
SPIA
187
Steward Partners Investment Advisory
New York
$57.8K
QCG
188
Quadrant Capital Group
Ohio
$45.6K +$45.6K +485 New
BTI
189
Blue Trust Inc
Georgia
$39K
BlackRock
190
BlackRock
New York
$37.6K
William Blair & Company
191
William Blair & Company
Illinois
$37.6K
HF
192
Halpern Financial
Virginia
$28.9K
SAM
193
Smartleaf Asset Management
Massachusetts
$28.3K +$28.3K +297 New
TRCT
194
Tower Research Capital (TRC)
New York
$27.3K -$324K -3,450 -92%
GWM
195
Geneos Wealth Management
Colorado
$26.3K -$6.3K -67 -19%
JWA
196
JFS Wealth Advisors
Pennsylvania
$24.8K
LA
197
LM Advisors
California
$24K +$24K +255 New
PMFA
198
Plante Moran Financial Advisors
Michigan
$23.1K
AssetMark Inc
199
AssetMark Inc
California
$21.6K +$21.6K +230 New
TVAMP
200
Tennessee Valley Asset Management Partners
Tennessee
$21.6K +$21.6K +230 New