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Vanguard S&P Mid-Cap 400 ETF

169 hedge funds and large institutions have $615M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
53
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$109M 610,000
Morgan Stanley
2
Morgan Stanley
New York
$75.3M 422,490 +32,137 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M 193,661 -7,791 -4%
B
4
Bridgeworth
Alabama
$30.3M 170,129 +6,944 +4%
Bank of America
5
Bank of America
North Carolina
$29.4M 164,847 +10,314 +7%
MIH
6
Meitav Investment House
Israel
$25.6M 143,327 +142,119 +11,765%
UBS Group
7
UBS Group
Switzerland
$24.8M 139,254 +4,208 +3%
LPL Financial
8
LPL Financial
California
$23.2M 130,468 +7,338 +6%
Wells Fargo
9
Wells Fargo
California
$16.7M 93,684 +5,531 +6%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.2M 90,960
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$15.6M 87,779 +932 +1%
SI
12
Stephens Inc
Arkansas
$13.7M 76,652 +5,880 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.9M 67,011 -163 -0.2%
TCBWMS
14
Texas Capital Bank Wealth Management Services
Texas
$11.3M 63,344 -220 -0.3%
V
15
Veritable
Delaware
$9.01M 50,552 -39 -0.1%
RJA
16
Raymond James & Associates
Florida
$7.98M 44,821 +3,044 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.35M 41,244 -4,378 -10%
PAG
18
Private Advisor Group
New Jersey
$6.95M 38,992 +19,279 +98%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.6M 37,074 +437 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.61M 31,522 -1,374 -4%
Vanguard Group
21
Vanguard Group
Pennsylvania
$5.3M 29,728 +281 +1%
CIC
22
Cornercap Investment Counsel
Georgia
$4.85M 27,203 +133 +0.5%
PFM
23
Phillips Financial Management
Indiana
$4.29M 24,062 -301 -1%
GA
24
Gateway Advisory
New Jersey
$4.24M 23,824 +501 +2%
Creative Planning
25
Creative Planning
Kansas
$3.65M 20,506 +3,823 +23%