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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 %
NS
176
NBC Securities
Alabama
$183K 1,782 -182 -9%
LF
177
LifeSteps Financial
California
$177K 1,716 +1,716 New
AF
178
Allworth Financial
California
$166K 1,610 +1,594 +9,963%
CAL
179
Capital Analysts LLC
Pennsylvania
$153K 1,481 +57 +4%
GRP
180
Global Retirement Partners
California
$150K 1,457 +9 +0.6%
ACA
181
Atlas Capital Advisors
Wyoming
$141K 1,373 +384 +39%
RAM
182
Ramirez Asset Management
New York
$132K 1,280
WT
183
Washington Trust
Rhode Island
$124K 1,200
GJWM
184
Gilliland Jeter Wealth Management
Arkansas
$115K 1,112 +1,112 New
EWM
185
Evermay Wealth Management
Virginia
$106K 1,028 +2 +0.2%
IA
186
IFP Advisors
Florida
$105K 1,020
OIA
187
Optimum Investment Advisors
Illinois
$103K 1,000
FWM
188
FSA Wealth Management
Massachusetts
$96.5K 937 +937 New
BC
189
Barrett & Company
Rhode Island
$95.1K 923 -130 -12%
CT
190
Colonial Trust
South Carolina
$90.4K 880
TLA
191
Tanglewood Legacy Advisors
Texas
$84.7K 822
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$78.6K 763 +1 +0.1%
MWA
193
Moser Wealth Advisors
Washington
$77.9K 756
AWM
194
Avior Wealth Management
Nebraska
$76.4K 741 +1 +0.1%
EWA
195
EverSource Wealth Advisors
Alabama
$73.5K 759
SL
196
Salomon & Ludwin
Virginia
$65.7K 638 +638 New
PO
197
Private Ocean
California
$63.9K 620 +620 New
SPIA
198
Steward Partners Investment Advisory
New York
$63.4K 615
FFA
199
Farther Finance Advisors
California
$54.1K 529 -181 -25%
QCG
200
Quadrant Capital Group
Ohio
$50K 485