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

64 hedge funds and large institutions have $145M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
23
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RT
Rockland Trust
Massachusetts
+$9.26M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.65M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.36M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.72M

Top Sellers

1
LFS
Lutz Financial Services
Nebraska
-$4.26M
2
HCM
Hollencrest Capital Management
California
-$3.12M
3
RWP
RWA Wealth Partners
Massachusetts
-$1.56M
4
Bank of America
Bank of America
North Carolina
-$1.12M
5
HF
Halpern Financial
Virginia
-$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
51
Private Capital Group
Connecticut
$38K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$37K +$8.14K +194 +28%
APA
53
American Portfolios Advisors
New York
$33.7K – – –
GT
54
Glenmede Trust
Pennsylvania
$27K – – –
William Blair & Company
55
William Blair & Company
Illinois
$21K -$16.7K -400 -44%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$17K – – –
AIC
57
Ameritas Investment Company
Nebraska
$17K +$17K +410 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K +$13.8K +328 New
GWMIA
59
Global Wealth Management Investment Advisory
Florida
$11K +$6.01K +142 +120%
GWM
60
Geneos Wealth Management
Colorado
$9K – – –
AIM
61
Anchor Investment Management
South Carolina
$5.82K +$5.82K +138 New
PB
62
Pinnacle Bancorp
Nebraska
$5K +$5K +114 New
HI
63
Hudock Inc
Pennsylvania
$1K – – –
TFGT
64
TS Financial Group (TSFG)
Illinois
$1K – – –
HCM
65
Hollencrest Capital Management
California
– -$3.12M -48,000 Closed
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
– -$482K -7,410 Closed
UR
67
USCA RIA
Texas
– -$361K -5,544 Closed
SAM
68
Secure Asset Management
Michigan
– -$321K -4,930 Closed
WA
69
WBH Advisory
Maryland
– -$299K -4,600 Closed
BIA
70
BHK Investment Advisors
Alabama
– -$286K -4,400 Closed
OIA
71
OneDigital Investment Advisors
Kansas
– -$284K -4,358 Closed
IA
72
IFG Advisory
Georgia
– -$250K -3,846 Closed
AWM
73
AE Wealth Management
Kansas
– -$237K -3,640 Closed
EI
74
Ellevest Inc
New York
– -$236K -3,632 Closed
PCIA
75
Prime Capital Investment Advisors
Kansas
– -$95K -1,466 Closed
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