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Vanguard S&P Mid-Cap 400 ETF

167 hedge funds and large institutions have $529M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
46
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$108M 610,000
Morgan Stanley
2
Morgan Stanley
New York
$65.8M 372,658 +16,196 +5%
B
3
Bridgeworth
Alabama
$28.1M 159,199 -1,035 -0.6%
UBS Group
4
UBS Group
Switzerland
$23.6M 133,647 +35,040 +36%
Bank of America
5
Bank of America
North Carolina
$22.6M 127,958 +20,891 +20%
LPL Financial
6
LPL Financial
California
$19.9M 112,541 +5,255 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.5M 93,466 +2,298 +3%
Wells Fargo
8
Wells Fargo
California
$16.2M 91,593 +2,389 +3%
KHLMVGHM
9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15.4M 87,021 +87,021 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$15.2M 86,198 +243 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.6M 71,250 -1,554 -2%
SI
12
Stephens Inc
Arkansas
$12.5M 71,065 +60 +0.1%
TCBWMS
13
Texas Capital Bank Wealth Management Services
Texas
$11.3M 64,207 -3,864 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.49M 53,767 +32,974 +159%
V
15
Veritable
Delaware
$9.35M 53,005 -809 -2%
RJA
16
Raymond James & Associates
Florida
$6.82M 38,626 +895 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.02M 34,104 +3,773 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.97M 33,838 -488 -1%
Vanguard Group
19
Vanguard Group
Pennsylvania
$5.1M 28,884 +2,634 +10%
CIC
20
Cornercap Investment Counsel
Georgia
$4.72M 26,752 +26,752 New
PVH
21
Psagot Value Holdings
Israel
$4.36M 24,698 +24,698 New
PFM
22
Phillips Financial Management
Indiana
$4.35M 24,627 +1,782 +8%
GA
23
Gateway Advisory
New Jersey
$3.81M 21,592 +21,592 New
HAC
24
Harbor Advisory Corp
New Hampshire
$3.38M 19,169 +17,346 +952%
PAG
25
Private Advisor Group
New Jersey
$3.25M 18,425 +1,097 +6%