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

74 hedge funds and large institutions have $184M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
24
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$47.4M
2
RT
2
Rockland Trust
Massachusetts
$17.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.34M
4
Bank of America
4
Bank of America
North Carolina
$8.38M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.45M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3.51M
2
LFS
2
Lutz Financial Services
Nebraska
$18.3M
3
KWM
3
Kingsview Wealth Management
Oregon
$217K
4
KeyBank National Association
4
KeyBank National Association
Ohio
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$269K +$178K +2,898 +196%
EI
52
Ellevest Inc
New York
$223K -$75.3K -1,226 -25%
KWM
53
Kingsview Wealth Management
Oregon
$217K -$767K -12,490 -78%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$176K +$26.4K +430 +18%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$111K – – –
NFG
56
Next Financial Group
Texas
$108K +$108K +1,758 New
US Bancorp
57
US Bancorp
Minnesota
$89K – – –
GSWM
58
Golden State Wealth Management
California
$79K -$122 -2 -0.2%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$71K -$2.47K -40 -3%
William Blair & Company
60
William Blair & Company
Illinois
$55K – – –
APA
61
American Portfolios Advisors
New York
$49.2K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$43K +$43K +700 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$24K – – –
WCM
64
Whitener Capital Management
North Carolina
$19K – – –
GWM
65
Geneos Wealth Management
Colorado
$13K – – –
GWMIA
66
Global Wealth Management Investment Advisory
Florida
$9K – – –
SWP
67
Strategic Wealth Partners
Ohio
$4K +$4K +76 New
HI
68
Hudock Inc
Pennsylvania
$2K – – –
PB
69
Pinnacle Bancorp
Nebraska
$2K – – –
THWM
70
Taylor Hoffman Wealth Management
Virginia
$2K – – –
BlackRock
71
BlackRock
New York
$2K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$2K – – –
MWM
73
Meridian Wealth Management
Kentucky
$1.29K +$1.29K +2,100 New
GT
74
Glenmede Trust
Pennsylvania
$25 – – –
KeyBank National Association
75
KeyBank National Association
Ohio
– -$391K -6,518 Closed
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3
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