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Vanguard S&P Mid-Cap 400 Value ETF

100 hedge funds and large institutions have $351M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
40
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
51
Rodgers & Associates
Pennsylvania
$476K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$431K +$17.5K +208 +4%
SWM
53
Spire Wealth Management
Virginia
$414K
FTS
54
Fifth Third Securities
Ohio
$401K -$46.8K -554 -10%
WHG
55
Westwood Holdings Group
Texas
$395K
BIA
56
BHK Investment Advisors
Alabama
$371K
CS
57
Comerica Securities
Michigan
$370K +$370K +4,388 New
IWM
58
IHT Wealth Management
Illinois
$347K +$7.43K +88 +2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$344K +$344K +4,080 New
FW
60
FirstPurpose Wealth
Utah
$337K +$337K +4,000 New
MCM
61
Manchester Capital Management
Vermont
$336K
ANTB
62
AMG National Trust Bank
Colorado
$328K +$33.7K +400 +11%
SPIA
63
Steward Partners Investment Advisory
New York
$326K +$93.2K +1,106 +40%
ADL
64
Asset Dedication LLC
California
$322K
W
65
Wealthquest
Ohio
$297K
RFA
66
Reilly Financial Advisors
California
$281K
WWM
67
Western Wealth Management
Colorado
$270K +$270K +3,206 New
NFG
68
Next Financial Group
Texas
$269K
Northern Trust
69
Northern Trust
Illinois
$268K +$48.8K +580 +22%
MWM
70
Meridian Wealth Management
Kentucky
$260K -$10.4K -124 -4%
Betterment LLC
71
Betterment LLC
New York
$258K
FMP
72
Financial Management Professionals
Texas
$255K +$255K +3,022 New
USCWA
73
U.S. Capital Wealth Advisors
Texas
$251K
Cerity Partners
74
Cerity Partners
New York
$245K +$4.22K +50 +2%
HF
75
Halpern Financial
Virginia
$233K -$3.37K -40 -1%