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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$19K
Amundi
202
Amundi
France
$17.5K
S
203
SignatureFD
Georgia
$14.5K
BAM
204
Bellevue Asset Management
Washington
$14.1K
BCMLT
205
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$11K -$281 -3 -3%
CSB
207
City State Bank
Iowa
$9K
TCG
208
Transcendent Capital Group
Oklahoma
$8.23K +$8.23K +88 New
PA
209
Parallel Advisors
California
$7.33K
CFGS
210
Concourse Financial Group Securities
Alabama
$7.14K
NA
211
NewEdge Advisors
Louisiana
$6.39K -$603K -6,418 -99%
GIA
212
GHP Investment Advisors
Colorado
$5.36K +$3.85K +41 +256%
KFI
213
Key Financial Inc
Pennsylvania
$5.36K
RFG
214
REAP Financial Group
Texas
$3.76K +$3.76K +40 New
FRA
215
Front Row Advisors
California
$2.82K
GWMIA
216
Global Wealth Management Investment Advisory
Florida
$2.44K
ACA
217
American Capital Advisory
Idaho
$2.07K +$2.07K +22 New
AF
218
Allworth Financial
California
$1.5K +$1.5K +16 New
GWSA
219
Global Wealth Strategies & Associates
Colorado
$1.13K +$1.13K +12 New
CJ
220
Caitlin John
Michigan
$762 +$762 +8 New
MIM
221
Macroview Investment Management
Maryland
$376
VF
222
Virtu Financial
New York
-$431K -5,098 Closed
Renaissance Technologies
223
Renaissance Technologies
New York
-$220K -2,600 Closed
SPC
224
Sigma Planning Corp
Michigan
-$201K -2,373 Closed
WFA
225
WestHill Financial Advisors
California
-$139K -1,648 Closed