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

71 hedge funds and large institutions have $196M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
20
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RT
1
Rockland Trust
Massachusetts
$28.3M
2
Truist Financial
2
Truist Financial
North Carolina
$3.68M
3
EWA
3
EP Wealth Advisors
California
$1.17M
4
Citadel Advisors
4
Citadel Advisors
Florida
$347K
5
Bank of America
5
Bank of America
North Carolina
$8.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.98M
3
Jane Street
3
Jane Street
New York
$747K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
LFS
5
Lutz Financial Services
Nebraska
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFG Advisory
Georgia
$250K +$390 +6 +0.2%
AWM
52
AE Wealth Management
Kansas
$237K -$106K -1,632 -31%
EI
53
Ellevest Inc
New York
$236K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$125K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$123K -$109K -1,678 -47%
NFG
56
Next Financial Group
Texas
$120K +$5.6K +86 +5%
US Bancorp
57
US Bancorp
Minnesota
$95K – – –
PCIA
58
Prime Capital Investment Advisors
Kansas
$95K +$95K +1,466 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$69K -$1.95K -30 -3%
William Blair & Company
60
William Blair & Company
Illinois
$59K – – –
PCG
61
Private Capital Group
Connecticut
$58K – – –
APA
62
American Portfolios Advisors
New York
$52K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$44K -$256 -4 -0.6%
GT
64
Glenmede Trust
Pennsylvania
$27K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$25K – – –
GWM
66
Geneos Wealth Management
Colorado
$14K – – –
FWP
67
FAS Wealth Partners
Kansas
$12K +$12K +180 New
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$8K -$2.17K -32 -21%
BBHC
69
Brown Brothers Harriman & Co
New York
$6K +$6K +88 New
HI
70
Hudock Inc
Pennsylvania
$2K – – –
THWM
71
Taylor Hoffman Wealth Management
Virginia
$2K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$2K – – –
Deutsche Bank
73
Deutsche Bank
Germany
– -$6.17M -100,000 Closed
BCM
74
Barometer Capital Management
Ontario, Canada
– -$1.94M -34,400 Closed
VF
75
Virtu Financial
New York
– -$762K -12,344 Closed
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