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Vanguard S&P Mid-Cap 400 ETF

232 hedge funds and large institutions have $873M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
57
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
176
Global Retirement Partners
California
$109K -$35.9K -362 -25%
PB
177
Pinnacle Bancorp
Nebraska
$106K +$106K +1,067 New
EWM
178
Evermay Wealth Management
Virginia
$102K
OIA
179
Optimum Investment Advisors
Illinois
$99.1K
BC
180
Barrett & Company
Rhode Island
$91.5K
CT
181
Colonial Trust
South Carolina
$87.3K
TLA
182
Tanglewood Legacy Advisors
Texas
$81.5K
EWA
183
EverSource Wealth Advisors
Alabama
$79.6K
MWA
184
Moser Wealth Advisors
Washington
$74.9K
AWM
185
Avior Wealth Management
Nebraska
$73.5K
PO
186
Private Ocean
California
$61.4K
SPIA
187
Steward Partners Investment Advisory
New York
$61K
BWL
188
Bogart Wealth LLC
Virginia
$56.2K +$56.2K +567 New
IAIM
189
International Assets Investment Management
Florida
$51.5K +$51.5K +520 New
QCG
190
Quadrant Capital Group
Ohio
$48.1K
BTI
191
Blue Trust Inc
Georgia
$47.4K
MG
192
Mather Group
Illinois
$43.7K +$43.7K +424 New
BlackRock
193
BlackRock
New York
$39.6K
ADL
194
Asset Dedication LLC
California
$39.6K +$39.6K +400 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$34.8K -$40.8K -412 -54%
HF
196
Halpern Financial
Virginia
$31.3K
FFA
197
Farther Finance Advisors
California
$29.9K -$22K -224 -42%
William Blair & Company
198
William Blair & Company
Illinois
$29.7K
Jones Financial Companies
199
Jones Financial Companies
Missouri
$29.7K +$29.7K +300 New
CFGS
200
Concourse Financial Group Securities
Alabama
$29.2K