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Vanguard S&P Mid-Cap 400 Value ETF

116 hedge funds and large institutions have $384M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
30
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$242K
IA
77
IFG Advisors
Missouri
$241K
BRWA
78
B. Riley Wealth Advisors
Florida
$238K +$238K +2,728 New
KWM
79
Kingsview Wealth Management
Oregon
$237K +$237K +2,721 New
RJT
80
Raymond James Trust
Florida
$233K
Stifel Financial
81
Stifel Financial
Missouri
$226K -$545K -6,251 -71%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$225K +$225K +2,580 New
ADL
83
Asset Dedication LLC
California
$223K -$69.6K -799 -24%
EFS
84
Essex Financial Services
Connecticut
$220K +$220K +2,522 New
KFGK
85
Keystone Financial Group (Kentucky)
Kentucky
$218K +$218K +2,499 New
Cerity Partners
86
Cerity Partners
New York
$206K +$206K +2,366 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$205K +$19.4K +223 +10%
RIM
88
Rockbridge Investment Management
New York
$189K +$189K +2,171 New
William Blair & Company
89
William Blair & Company
Illinois
$150K
HF
90
Halpern Financial
Virginia
$149K -$1.79K -21 -1%
TRCT
91
Tower Research Capital (TRC)
New York
$143K -$276K -3,170 -66%
HDIM
92
Hanson & Doremus Investment Management
Vermont
$131K
GT
93
Glenmede Trust
Pennsylvania
$113K
CFGS
94
Concourse Financial Group Securities
Alabama
$89.4K
GJIA
95
Glass Jacobson Investment Advisors
Maryland
$84.8K +$1.22K +14 +1%
FCMT
96
Founders Capital Management (Texas)
Texas
$67.1K -$16.4K -188 -20%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$66.4K
Comerica Bank
98
Comerica Bank
Texas
$39.9K -$989K -11,348 -96%
CIA
99
Cape Investment Advisory
Georgia
$37.8K -$8.72K -100 -19%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$34.2K