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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 %
SIAG
51
Signet Investment Advisory Group
Rhode Island
$23K +$23K +448 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$21K – – –
WCM
53
Whitener Capital Management
North Carolina
$16K +$306 +6 +2%
CFD
54
Creative Financial Designs
Indiana
$11K -$3.3K -60 -23%
GWM
55
Geneos Wealth Management
Colorado
$11K – – –
GWMIA
56
Global Wealth Management Investment Advisory
Florida
$8K +$8K +150 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +138 New
AIM
58
Advantage Investment Management
Iowa
$5K +$5K +98 New
HI
59
Hudock Inc
Pennsylvania
$4K +$87 +2 +2%
THWM
60
Taylor Hoffman Wealth Management
Virginia
$2K +$2K +30 New
PB
61
Pinnacle Bancorp
Nebraska
$2K +$2K +32 New
BlackRock
62
BlackRock
New York
$1K – – –
WA
63
WBH Advisory
Maryland
$237 -$99 -1,894 -30%
GT
64
Glenmede Trust
Pennsylvania
$21 +$21 +418 New
CWM
65
Cornerstone Wealth Management
Missouri
– -$166K -39,136 Closed
PA
66
PFG Advisors
Arizona
– -$661K -11,130 Closed
UR
67
USCA RIA
Texas
– -$401K -6,232 Closed
SWP
68
Stratos Wealth Partners
Ohio
– -$79K -1,234 Closed
OIA
69
OneDigital Investment Advisors
Kansas
– -$74K -1,152 Closed
SPIA
70
Steward Partners Investment Advisory
New York
– -$44K -676 Closed
SNT
71
Security National Trust
West Virginia
– -$17K -270 Closed
TRCT
72
Tower Research Capital (TRC)
New York
– -$13K -200 Closed
CPIG
73
Chicago Partners Investment Group
Illinois
– -$8K -142 Closed
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