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Vanguard S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

65 hedge funds and large institutions have $101M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
20
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ADL
Asset Dedication LLC
California
$1.81M
2
Citadel Advisors
Citadel Advisors
Florida
$1.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.68M
4
Morgan Stanley
Morgan Stanley
New York
$3.39M
5
LPL Financial
LPL Financial
California
$11.8M

Top Sellers

1
BTS
BB&T Securities
Virginia
$1.68M
2
PA
PFG Advisors
Arizona
$0
3
LFS
Lutz Financial Services
Nebraska
$16.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.49M
5
UR
USCA RIA
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$962K – – –
Creative Planning
27
Creative Planning
Kansas
$560K -$5.26K -100 -0.9%
MML Investors Services
28
MML Investors Services
Massachusetts
$504K +$57.3K +1,088 +13%
AG
29
Advisor Group
Arizona
$493K +$234K +4,448 +90%
Vanguard Group
30
Vanguard Group
Pennsylvania
$455K -$258K -4,906 -36%
CFGS
31
Concourse Financial Group Securities
Alabama
$400K +$381K +7,256 +2,050%
B
32
Bailard
California
$379K +$379K +7,200 New
WWM
33
Western Wealth Management
Colorado
$338K +$338K +6,400 New
KeyBank National Association
34
KeyBank National Association
Ohio
$327K -$76.8K -1,462 -19%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$301K -$11.5K -218 -4%
FI
36
FormulaFolio Investments
Michigan
$289K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$288K -$186K -3,542 -39%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$277K +$8.59K +164 +3%
GFPC
39
Global Financial Private Capital
Florida
$273K -$51.3K -974 -16%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$241K +$76.2K +1,450 +46%
BIA
41
BHK Investment Advisors
Alabama
$231K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$138K +$84.2K +1,600 +157%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$95K +$5.76K +110 +6%
NFG
44
Next Financial Group
Texas
$84K +$84K +1,590 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$79K -$4.4K -84 -5%
US Bancorp
46
US Bancorp
Minnesota
$76K – – –
WTB
47
Washington Trust Bank
Washington
$69K – – –
William Blair & Company
48
William Blair & Company
Illinois
$53K – – –
APA
49
American Portfolios Advisors
New York
$42.1K – – –
IA
50
IFP Advisors
Florida
$29K +$419 +8 +1%
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