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Vanguard S&P Mid-Cap 400 Value ETF

57 hedge funds and large institutions have $99.2M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$480K +$36.8K +592 +8%
MML Investors Services
27
MML Investors Services
Massachusetts
$434K -$156K -2,518 -26%
UR
28
USCA RIA
Texas
$402K -$14.7K -236 -4%
GFPC
29
Global Financial Private Capital
Florida
$400K -$6.08K -98 -1%
WA
30
WBH Advisory
Maryland
$398K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$353K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$350K -$47K -758 -12%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$345K -$12.4K -200 -3%
FI
34
FormulaFolio Investments
Michigan
$279K
BIA
35
BHK Investment Advisors
Alabama
$273K
HighTower Advisors
36
HighTower Advisors
Illinois
$209K
CWM
37
Cornerstone Wealth Management
Missouri
$194K +$194K +48,170 New
AG
38
Advisor Group
Arizona
$187K -$171K -2,764 -48%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$115K +$3.84K +62 +3%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$104K +$2.84K +46 +3%
US Bancorp
41
US Bancorp
Minnesota
$90K
WTB
42
Washington Trust Bank
Washington
$82K
William Blair & Company
43
William Blair & Company
Illinois
$63K
APA
44
American Portfolios Advisors
New York
$49.7K
SPIA
45
Steward Partners Investment Advisory
New York
$43K +$43K +688 New
IA
46
IFP Advisors
Florida
$34K +$12.5K +200 +58%
SEI Investments
47
SEI Investments
Pennsylvania
$27K
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$24K
SNT
49
Security National Trust
West Virginia
$17K
CFD
50
Creative Financial Designs
Indiana
$16K