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Vanguard S&P Mid-Cap 400 Value ETF

78 hedge funds and large institutions have $130M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
22
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
26
Franklin Resources
California
$1.1M
KWM
27
Kingsview Wealth Management
Oregon
$960K +$960K +16,022 New
PA
28
PFG Advisors
Arizona
$852K +$852K +13,570 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$812K +$537K +8,964 +195%
MML Investors Services
30
MML Investors Services
Massachusetts
$684K +$110K +1,838 +19%
Creative Planning
31
Creative Planning
Kansas
$628K -$10.7K -178 -2%
VF
32
Virtu Financial
New York
$589K +$589K +9,822 New
AG
33
Advisor Group
Arizona
$576K +$13.8K +230 +2%
Vanguard Group
34
Vanguard Group
Pennsylvania
$534K +$15.2K +254 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$483K +$154K +2,574 +47%
B
36
Bailard
California
$432K
CFGS
37
Concourse Financial Group Securities
Alabama
$421K -$34.6K -578 -8%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$420K +$420K +7,000 New
KeyBank National Association
39
KeyBank National Association
Ohio
$391K +$17.5K +292 +5%
WWM
40
Western Wealth Management
Colorado
$386K
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$385K
Citadel Advisors
42
Citadel Advisors
Florida
$361K -$1.7M -28,294 -82%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$343K
OIA
44
OneDigital Investment Advisors
Kansas
$340K +$340K +5,432 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$332K +$15.1K +252 +5%
UR
46
USCA RIA
Texas
$332K +$332K +5,544 New
SS
47
Simplicity Solutions
Minnesota
$320K +$320K +5,338 New
AWM
48
AE Wealth Management
Kansas
$320K +$320K +5,338 New
EI
49
Ellevest Inc
New York
$291K +$291K +4,858 New
DADC
50
D.A. Davidson & Co
Montana
$280K +$280K +4,670 New