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

64 hedge funds and large institutions have $145M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
23
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RT
Rockland Trust
Massachusetts
+$9.26M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.65M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.36M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.72M

Top Sellers

1
LFS
Lutz Financial Services
Nebraska
-$4.26M
2
HCM
Hollencrest Capital Management
California
-$3.12M
3
RWP
RWA Wealth Partners
Massachusetts
-$1.56M
4
Bank of America
Bank of America
North Carolina
-$1.12M
5
HF
Halpern Financial
Virginia
-$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$640K +$640K +50,742 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$628K +$186K +4,404 +42%
MML Investors Services
28
MML Investors Services
Massachusetts
$615K +$14.2K +338 +2%
Creative Planning
29
Creative Planning
Kansas
$445K +$3.38K +80 +0.8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$438K -$580K – –
Jane Street
31
Jane Street
New York
$346K -$138K -3,272 -29%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$345K -$24.2K -574 -7%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$325K +$10.5K +250 +3%
FP
34
Factorial Partners
New York
$321K +$321K +7,600 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$295K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$283K -$707K -16,748 -71%
WWM
37
Western Wealth Management
Colorado
$271K – – –
B
38
Bailard
California
$270K – – –
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$243K -$5.75K -136 -2%
Vanguard Group
40
Vanguard Group
Pennsylvania
$237K +$422 +10 +0.2%
RWP
41
RWA Wealth Partners
Massachusetts
$229K -$1.56M -36,852 -87%
DADC
42
D.A. Davidson & Co
Montana
$205K +$8.42K +200 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$201K -$10.8K -258 -5%
HF
44
Halpern Financial
Virginia
$180K -$773K -18,326 -81%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$143K +$143K +3,386 New
KFI
46
Key Financial Inc
Pennsylvania
$99K +$99K +2,326 New
NFG
47
Next Financial Group
Texas
$92K +$14K +332 +18%
CFGS
48
Concourse Financial Group Securities
Alabama
$82K +$2.03K +48 +3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$81K – – –
GSWM
50
Golden State Wealth Management
California
$56K +$56K +1,320 New
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