IVOO icon

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 %
BTI
201
Blue Trust Inc
Georgia
$47.4K 460
BlackRock
202
BlackRock
New York
$41.2K 400
Russell Investments Group
203
Russell Investments Group
United Kingdom
$40.8K 396 +396 New
HF
204
Halpern Financial
Virginia
$32K 316
PMFA
205
Plante Moran Financial Advisors
Michigan
$31.5K 306 +60 +24%
William Blair & Company
206
William Blair & Company
Illinois
$30.9K 300 -100 -25%
CFGS
207
Concourse Financial Group Securities
Alabama
$30.3K 294 +218 +287%
GWM
208
Geneos Wealth Management
Colorado
$28.8K 280
JWA
209
JFS Wealth Advisors
Pennsylvania
$27.3K 265 +1 +0.4%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$24.6K 240 +240 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$21K 202
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$19.8K 195 +78 +67%
Amundi
213
Amundi
France
$18.2K 190
FIM
214
Fernwood Investment Management
Massachusetts
$17K 165 +165 New
S
215
SignatureFD
Georgia
$15.9K 154
BAM
216
Bellevue Asset Management
Washington
$15.5K 150
CAM
217
Creekmur Asset Management
Illinois
$15.3K 149 +149 New
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K 140
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$13.3K 129 +129 New
DJSG
220
D.J. St. Germain
Massachusetts
$12.6K 122 +122 New
CSB
221
City State Bank
Iowa
$10K 100
TCG
222
Transcendent Capital Group
Oklahoma
$9.04K 88
PA
223
Parallel Advisors
California
$8.04K 78
KFI
224
Key Financial Inc
Pennsylvania
$5.87K 57
GIA
225
GHP Investment Advisors
Colorado
$5.87K 57