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Vanguard S&P Mid-Cap 400 ETF

52 hedge funds and large institutions have $90.8M invested in Vanguard S&P Mid-Cap 400 ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
10
Increased
17
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.4M +$3.92M +80,670 +34%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.1M -$253K -5,218 -2%
LPL Financial
3
LPL Financial
California
$8.43M -$613K -12,814 -7%
UBS Group
4
UBS Group
Switzerland
$7.08M -$1.22M -25,206 -15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.67M +$1.61M +33,100 +32%
Bank of America
6
Bank of America
North Carolina
$6.33M -$548K -11,292 -8%
TCB
7
Texas Capital Bancshares
Texas
$5.16M -$5.19M -106,894 -50%
IF
8
IRON Financial
Illinois
$3.51M -$1.37M -28,168 -28%
Wells Fargo
9
Wells Fargo
California
$2.48M -$1.92M -39,516 -44%
SLF
10
Sun Life Financial
Ontario, Canada
$2.34M -$3.09M -63,582 -57%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.15M +$765K +15,762 +55%
PFM
12
Phillips Financial Management
Indiana
$1.69M +$2.44K +50 +0.1%
KeyBank National Association
13
KeyBank National Association
Ohio
$1.37M -$1.46K -30 -0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.33M -$331K -6,808 -20%
Citadel Advisors
15
Citadel Advisors
Florida
$1.15M +$1.15M +23,660 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M +$232K +4,772 +28%
NGA
17
Naples Global Advisors
Florida
$1.04M -$11.7K -240 -1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1M +$3.3K +68 +0.3%
MHIC
19
Marble Harbor Investment Counsel
Massachusetts
$962K +$655K +13,480 +213%
RJA
20
Raymond James & Associates
Florida
$887K +$887K +18,274 New
WIP
21
Wellesley Investment Partners
Massachusetts
$810K -$6.6K -136 -0.8%
AIG
22
American International Group
New York
$805K +$86.8K +1,786 +12%
Vanguard Group
23
Vanguard Group
Pennsylvania
$734K +$2.53K +52 +0.3%
HSA
24
HBK Sorce Advisory
Pennsylvania
$732K -$108K -2,226 -13%
BC
25
Bartlett & Co
Ohio
$708K