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Vanguard S&P Mid-Cap 400 Value ETF

146 hedge funds and large institutions have $413M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
37
Reduced
46
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
51
Shufro Rose & Co
New York
$584K -$14.3K -150 -2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$579K -$327K -3,422 -36%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$535K -$15.3K -160 -3%
MFWP
54
Mosaic Family Wealth Partners
Missouri
$531K +$14.3K +150 +3%
RWA
55
Redhawk Wealth Advisors
Minnesota
$531K -$2.1K -22 -0.4%
HA
56
Hanover Advisors
South Carolina
$500K -$75.5K -790 -13%
VA
57
Valmark Advisers
Ohio
$458K
SWM
58
Spire Wealth Management
Virginia
$456K
SA
59
Sovran Advisors
California
$448K +$448K +4,629 New
LFAS
60
Level Four Advisory Services
Texas
$436K +$70.3K +736 +19%
IFS
61
Ifrah Financial Services
Arkansas
$432K +$213K +2,229 +97%
RA
62
Rodgers & Associates
Pennsylvania
$431K
MWM
63
Meridian Wealth Management
Kentucky
$426K +$7.17K +75 +2%
HI
64
Harbour Investments
Wisconsin
$422K -$12.7K -133 -3%
BIA
65
BHK Investment Advisors
Alabama
$420K
Corient Private Wealth
66
Corient Private Wealth
Florida
$412K -$52.6K -550 -11%
AB
67
Atlas Brown
Kentucky
$411K
AWS
68
Atria Wealth Solutions
New York
$389K -$573 -6 -0.1%
MCM
69
Manchester Capital Management
Vermont
$381K
IWM
70
IHT Wealth Management
Illinois
$377K +$9.84K +103 +3%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$373K +$7.73K +81 +2%
GT
72
Glenview Trust
Kentucky
$370K
HPC
73
Hobart Private Capital
North Carolina
$359K
TRIA
74
Trail Ridge Investment Advisors
Colorado
$359K -$5.73K -60 -2%
W
75
Wealthquest
Ohio
$337K