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Vanguard S&P Mid-Cap 400 Value ETF

123 hedge funds and large institutions have $388M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
26
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$2.07M -$74.9K -825 -3%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.69M -$22.4K -247 -1%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$1.68M -$526K -5,788 -24%
AWM
29
Avior Wealth Management
Nebraska
$1.6M -$127K -1,395 -7%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.58M -$23.2K -255 -1%
AFTS
31
American Financial & Tax Strategies
New York
$1.37M -$3.18K -35 -0.2%
Ameriprise
32
Ameriprise
Minnesota
$1.31M +$68.5K +754 +6%
Creative Planning
33
Creative Planning
Kansas
$1.26M -$14.9K -164 -1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.25M -$64.8K -714 -5%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.24M +$1.01M +11,115 +431%
PFM
36
Phillips Financial Management
Indiana
$1.23M
KeyBank National Association
37
KeyBank National Association
Ohio
$1.19M -$453K -4,988 -28%
PA
38
PFG Advisors
Arizona
$1.14M -$37.7K -415 -3%
MGIA
39
Moneta Group Investment Advisors
Missouri
$1.1M +$54.5K +600 +5%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.04M -$133K -1,465 -11%
Osaic Holdings
41
Osaic Holdings
Arizona
$941K +$22K +242 +2%
HIG
42
Heritage Investment Group
Florida
$869K
CAN
43
Cetera Advisor Networks
California
$812K +$812K +8,945 New
HIS
44
Horizon Investment Services
Indiana
$754K -$5.72K -63 -0.8%
DADC
45
D.A. Davidson & Co
Montana
$716K -$32.3K -356 -4%
HA
46
Hanover Advisors
South Carolina
$714K +$164K +1,803 +30%
SIA
47
Spectrum Investment Advisors
Wisconsin
$685K +$29.1K +321 +4%
MFG
48
Merit Financial Group
Georgia
$682K +$18.6K +213 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$679K -$10.2K -112 -1%
FP
50
Factorial Partners
New York
$636K