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Vanguard S&P Mid-Cap 400 ETF

180 hedge funds and large institutions have $657M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
57
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$117M 610,000
Morgan Stanley
2
Morgan Stanley
New York
$68.7M 358,553 -63,937 -15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M 191,573 -2,088 -1%
B
4
Bridgeworth
Alabama
$35.1M 183,194 +13,065 +8%
Bank of America
5
Bank of America
North Carolina
$34.4M 179,595 +14,748 +9%
LPL Financial
6
LPL Financial
California
$27.7M 144,811 +14,343 +11%
MIH
7
Meitav Investment House
Israel
$27.6M 143,969 +642 +0.4%
UBS Group
8
UBS Group
Switzerland
$27.1M 141,628 +2,374 +2%
Wells Fargo
9
Wells Fargo
California
$19.5M 102,011 +8,327 +9%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.4M 90,960
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$16.7M 87,146 -633 -0.7%
SI
12
Stephens Inc
Arkansas
$14.6M 76,356 -296 -0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$12.4M 64,587 -2,424 -4%
TCBWMS
14
Texas Capital Bank Wealth Management Services
Texas
$12.1M 63,131 -213 -0.3%
RJA
15
Raymond James & Associates
Florida
$10.9M 57,011 +12,190 +27%
V
16
Veritable
Delaware
$9.63M 50,285 -267 -0.5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$8.21M 42,877 +11,355 +36%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.78M 40,630 -614 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.47M 38,990 +1,916 +5%
PFM
20
Phillips Financial Management
Indiana
$4.6M 24,009 -53 -0.2%
GA
21
Gateway Advisory
New Jersey
$4.6M 23,999 +175 +0.7%
BWIA
22
Bryant Woods Investment Advisors
New York
$4.2M 21,959 +21,959 New
PAG
23
Private Advisor Group
New Jersey
$4.1M 21,398 -17,594 -45%
Ameriprise
24
Ameriprise
Minnesota
$3.82M 19,924 +1,445 +8%
Creative Planning
25
Creative Planning
Kansas
$3.8M 19,818 -688 -3%