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Vanguard S&P Mid-Cap 400 ETF

126 hedge funds and large institutions have $309M invested in Vanguard S&P Mid-Cap 400 ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
37
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.8M 351,561 -865 -0.2%
UBS Group
2
UBS Group
Switzerland
$25.4M 183,008 -12,294 -6%
B
3
Bridgeworth
Alabama
$22M 158,308 +14,344 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.8M 142,149 -4,189 -3%
Bank of America
5
Bank of America
North Carolina
$17.9M 128,489 +4,605 +4%
LPL Financial
6
LPL Financial
California
$17.8M 127,934 +5,769 +5%
Wells Fargo
7
Wells Fargo
California
$17.7M 127,187 -11,182 -8%
RGI
8
River Global Investors
United Kingdom
$13.9M 100,090
TCBWMS
9
Texas Capital Bank Wealth Management Services
Texas
$12M 86,625 +86,625 New
SI
10
Stephens Inc
Arkansas
$11.1M 79,837 +2,945 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.3M 73,789 -3,144 -4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$5.75M 41,390 +2,164 +6%
RJA
13
Raymond James & Associates
Florida
$4.03M 28,999 +729 +3%
SLF
14
Sun Life Financial
Ontario, Canada
$3.95M 28,404 -2,264 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.93M 28,279 -6,333 -18%
HCM
16
Hollencrest Capital Management
California
$3.34M 24,000
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.26M 23,483 -37,711 -62%
Ameriprise
18
Ameriprise
Minnesota
$3.1M 22,315 +352 +2%
PAG
19
Private Advisor Group
New Jersey
$2.84M 20,442 -241 -1%
V
20
Veritable
Delaware
$2.77M 19,946 -416 -2%
BCWM
21
Bartlett & Co Wealth Management
Ohio
$2.39M 17,210
TCB
22
Texas Capital Bancshares
Texas
$2.34M 16,842 -2,385 -12%
CT
23
Coastline Trust
Rhode Island
$2.27M 16,323 +455 +3%
PFM
24
Phillips Financial Management
Indiana
$2.18M 15,656 -632 -4%
CA
25
Cetera Advisors
Colorado
$2.16M 15,579 +16 +0.1%