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Vanguard S&P Mid-Cap 400 ETF

104 hedge funds and large institutions have $258M invested in Vanguard S&P Mid-Cap 400 ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $214M → $258M (+$43.8M)

20% more funds holding

Funds holding: 87104 (+17)

9.53% more ownership

Funds ownership: 51.03%60.56% (+9.5%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

Holders
104
Holders Change
+17
Holders Change %
+19.54%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
27
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$38M +$38.7M +600,000 New
Morgan Stanley
2
Morgan Stanley
New York
$31.1M +$471K +7,314 +2%
LPL Financial
3
LPL Financial
California
$18.7M +$3.26M +50,518 +21%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16M -$148K -2,298 -0.9%
UBS Group
5
UBS Group
Switzerland
$14.2M -$445K -6,910 -3%
Wells Fargo
6
Wells Fargo
California
$12.9M +$1.79M +27,784 +16%
Bank of America
7
Bank of America
North Carolina
$12.6M -$147K -2,278 -1%
Ameriprise
8
Ameriprise
Minnesota
$11.8M -$9.35M -145,076 -44%
FA
9
FDx Advisors
Illinois
$10.1M +$714K +11,080 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.1M -$318K -4,942 -3%
B
11
Bridgeworth
Alabama
$9.44M +$4.94M +76,716 +102%
RJA
12
Raymond James & Associates
Florida
$5.4M +$648K +10,060 +13%
Bessemer Group
13
Bessemer Group
New Jersey
$4.57M
TCB
14
Texas Capital Bancshares
Texas
$3.71M -$347K -5,380 -8%
Goldman Sachs
15
Goldman Sachs
New York
$3.17M +$3.22M +50,000 New
HCM
16
Hollencrest Capital Management
California
$3.04M
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.56M +$301K +4,664 +13%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$392K +6,090 +19%
CF
19
Centaurus Financial
California
$2.07M -$20.9K -324 -1%
PFM
20
Phillips Financial Management
Indiana
$2.03M +$195K +3,020 +10%
BCWM
21
Bartlett & Co Wealth Management
Ohio
$1.99M +$2.02M +31,370 New
BC
22
Bartlett & Co
Ohio
$1.99M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.93M +$378K +5,872 +24%
CT
24
Coastline Trust
Rhode Island
$1.78M +$290K +4,500 +19%
CA
25
Cetera Advisors
Colorado
$1.77M +$1.8M +27,970 New