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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
HSA
201
HBK Sorce Advisory
Pennsylvania
$214K
STA
202
Smith Thornton Advisors
Alabama
$211K
HighTower Advisors
203
HighTower Advisors
Illinois
$208K +$214K +1,974 New
Luther King Capital Management (LKCM)
204
Luther King Capital Management (LKCM)
Texas
$208K
AWAP
205
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K
GRP
206
Global Retirement Partners
California
$205K +$92.1K +848 +77%
CWC
207
Carolinas Wealth Consulting
North Carolina
$205K
EPIME
208
Evelyn Partners Investment Management (Europe)
$202K +$208K +1,919 New
PI
209
Pachira Investments
California
$202K +$208K +1,915 New
LWM
210
LJI Wealth Management
Indiana
$200K
RAM
211
Ramirez Asset Management
New York
$135K
IA
212
IFP Advisors
Florida
$127K
WT
213
Washington Trust
Rhode Island
$127K
PB
214
Pinnacle Bancorp
Nebraska
$117K -$1.3K -12 -1%
EWM
215
Evermay Wealth Management
Virginia
$110K +$761 +7 +0.7%
ACA
216
Atlas Capital Advisors
Wyoming
$109K -$3.69K -34 -3%
OIA
217
Optimum Investment Advisors
Illinois
$106K
IBOK
218
Independence Bank of Kentucky
Kentucky
$100K +$103K +948 New
FWM
219
FSA Wealth Management
Massachusetts
$99.9K +$652 +6 +0.6%
BC
220
Barrett & Company
Rhode Island
$97.4K
CT
221
Colonial Trust
South Carolina
$92.7K
TLA
222
Tanglewood Legacy Advisors
Texas
$86.7K
GWM
223
Geneos Wealth Management
Colorado
$81.4K
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$71.7K
MWA
225
Moser Wealth Advisors
Washington
$66.6K