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Vanguard S&P Mid-Cap 400 ETF

272 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,610% more call options, than puts

Call options by funds: $359K | Put options by funds: $21K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

14% more capital invested

Capital invested by funds: $994M → $1.13B (+$139M)

9% more funds holding

Funds holding: 249272 (+23)

0.37% less ownership

Funds ownership: 47.69%47.32% (-0.37%)

Holders
272
Holders Change
+23
Holders Change %
+9.24%
% of All Funds
3.58%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
176
NWAM LLC
Washington
$274K
VP
177
Verum Partners
North Carolina
$274K +$1.74K +16 +0.6%
TC
178
TownSquare Capital
Utah
$272K +$281K +2,582 New
CAL
179
Capital Analysts LLC
Pennsylvania
$267K +$122K +1,120 +79%
HTHT
180
Hemenway Trust Hemenway Trust
New Hampshire
$263K
OFG
181
Opulen Financial Group
Virginia
$263K +$271K +2,492 New
Bank of New York Mellon
182
Bank of New York Mellon
New York
$258K +$32.9K +303 +14%
CAM
183
Cozad Asset Management
Illinois
$252K
BIM
184
Bridges Investment Management
Nebraska
$250K
CWM
185
Chemistry Wealth Management
New York
$250K
Comerica Bank
186
Comerica Bank
Texas
$247K -$1.96K -18 -0.8%
AFP
187
Alpha Financial Partners
Kentucky
$247K +$254K +2,337 New
AWS
188
Atria Wealth Solutions
New York
$240K -$4.66M -42,930 -95%
JIC
189
Joel Isaacson & Co
New York
$239K +$1.63K +15 +0.7%
KG
190
Kieckhefer Group
Wisconsin
$238K +$246K +2,260 New
CCIA
191
Cherry Creek Investment Advisors
Colorado
$236K -$4.46K -41 -2%
VFA
192
Valeo Financial Advisors
Indiana
$233K +$240K +2,213 New
4WM
193
49 Wealth Management
Texas
$229K
VR
194
Valued Retirements
Texas
$228K
EB
195
Eastern Bank
Massachusetts
$227K
AssetMark Inc
196
AssetMark Inc
California
$225K +$218K +2,007 +1,593%
AWA
197
Arkadios Wealth Advisors
Georgia
$224K
Betterment LLC
198
Betterment LLC
New York
$223K +$230K +2,117 New
SFG
199
Snider Financial Group
Washington
$220K +$227K +2,089 New
BA
200
Bristlecone Advisors
Washington
$217K