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Vanguard S&P Mid-Cap 400 ETF

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

42% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 60

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $874M → $994M (+$120M)

6% more funds holding

Funds holding: 234249 (+15)

3.81% more ownership

Funds ownership: 43.88%47.69% (+3.8%)

Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
31
Increased
85
Reduced
60
Closed
13
Calls
$370K
Puts
Net Calls
+$370K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$131M +$6.33M +62,016 +5%
Morgan Stanley
2
Morgan Stanley
New York
$106M +$2.37M +23,256 +2%
LMIM
3
Lockheed Martin Investment Management
Maryland
$95.1M
UBS Group
4
UBS Group
Switzerland
$64.6M +$4.25M +41,631 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.3M +$5.26M +51,467 +14%
LPL Financial
6
LPL Financial
California
$32.6M -$496K -4,856 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28M +$602K +5,893 +2%
RJA
8
Raymond James & Associates
Florida
$20.3M +$1.37M +13,456 +8%
Wells Fargo
9
Wells Fargo
California
$19.9M +$1.47M +14,398 +8%
SIA
10
Soltis Investment Advisors
Utah
$18.2M -$6.23M -61,028 -26%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17M +$332K +3,250 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.6M -$442K -4,324 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.8M -$423K -4,143 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$14.8M +$5.21M +51,039 +58%
FF
15
Francis Financial
$14.4M +$6.65M +65,072 +91%
WAM
16
WNY Asset Management
New York
$14.2M -$5.08M -49,737 -27%
ST
17
Sentinel Trust
Texas
$13.4M +$3.04M +29,800 +31%
ONB
18
Old National Bancorp
Indiana
$13.1M +$328K +3,214 +3%
HFS
19
Hantz Financial Services
Michigan
$12.7M +$12.3M +120,420 +83,625%
SC
20
Savant Capital
Illinois
$12.6M -$1.03M -10,135 -8%
DADC
21
D.A. Davidson & Co
Montana
$10.7M +$253K +2,478 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$10.6M +$1.15M +11,276 +13%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.8M +$62.5K +612 +0.7%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$9.61M -$340K -3,330 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$8.42M -$105K -1,026 -1%