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Vanguard S&P Mid-Cap 400 Value ETF

116 hedge funds and large institutions have $384M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
30
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$1.58M -$21.3K -244 -1%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.54M +$16.4K +188 +1%
Truist Financial
28
Truist Financial
North Carolina
$1.43M +$131K +1,502 +10%
Citadel Advisors
29
Citadel Advisors
Florida
$1.35M -$508K -5,825 -27%
AFTS
30
American Financial & Tax Strategies
New York
$1.32M +$1.32M +15,096 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.26M -$1.47M -16,831 -54%
Creative Planning
32
Creative Planning
Kansas
$1.22M -$291K -3,334 -19%
Ameriprise
33
Ameriprise
Minnesota
$1.19M -$872 -10 -0.1%
PFM
34
Phillips Financial Management
Indiana
$1.18M
PA
35
PFG Advisors
Arizona
$1.13M +$16.6K +190 +1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.13M +$1.13M +12,913 New
MGIA
37
Moneta Group Investment Advisors
Missouri
$1.01M +$1.01M +11,567 New
Osaic Holdings
38
Osaic Holdings
Arizona
$883K -$164K -1,883 -16%
HIG
39
Heritage Investment Group
Florida
$834K -$171K -1,966 -17%
HIS
40
Horizon Investment Services
Indiana
$730K -$19.4K -222 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$727K -$636K -7,294 -47%
DADC
42
D.A. Davidson & Co
Montana
$718K -$61K -700 -8%
MFG
43
Merit Financial Group
Georgia
$662K -$28.9K -332 -4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$662K +$13.1K +150 +2%
SIA
45
Spectrum Investment Advisors
Wisconsin
$630K +$630K +7,224 New
FP
46
Factorial Partners
New York
$610K
CFG
47
Cooper Financial Group
California
$567K +$26.3K +302 +5%
HA
48
Hanover Advisors
South Carolina
$528K +$528K +6,056 New
CIBC World Market
49
CIBC World Market
Ontario, Canada
$511K -$95.9K -1,100 -16%
RA
50
Rodgers & Associates
Pennsylvania
$445K