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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 %
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.6K
SPIA
102
Steward Partners Investment Advisory
New York
$28.4K
IA
103
IFP Advisors
Florida
$22.7K
GRP
104
Global Retirement Partners
California
$21.7K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$21.4K -$436 -5 -2%
GWM
106
Geneos Wealth Management
Colorado
$19.5K
CFD
107
Creative Financial Designs
Indiana
$18.1K
NS
108
NBC Securities
Alabama
$15K
BC
109
Bartlett & Co
Ohio
$15K +$15K +168 New
BCWM
110
Bartlett & Co Wealth Management
Ohio
$14.8K +$14.8K +168 New
AIM
111
Anchor Investment Management
South Carolina
$12K
PB
112
Pinnacle Bancorp
Nebraska
$6.63K -$87 -1 -1%
CT
113
Cambridge Trust
Massachusetts
$5.23K -$13.3K -153 -72%
LFG
114
Larson Financial Group
Missouri
$2.09K
CFO
115
CVA Family Office
Colorado
$1.92K +$1.92K +22 New
SWA
116
SOA Wealth Advisors
New York
$785 +$87 +1 +13%
Goldman Sachs
117
Goldman Sachs
New York
-$1.45M -18,576 Closed
FFN
118
Focus Financial Network
Minnesota
-$275K -3,529 Closed
Citigroup
119
Citigroup
New York
-$259K -3,330 Closed
SWA
120
Stratos Wealth Advisors
Ohio
-$242K -3,109 Closed
WPC
121
Wedmont Private Capital
Pennsylvania
-$208K -2,715 Closed
AssetMark Inc
122
AssetMark Inc
California
-$65.4K -840 Closed
HGERS
123
Householder Group Estate & Retirement Specialist
Arizona
-$18.7K -240 Closed
RW
124
RVW Wealth
California
-$11.7K -150 Closed
NRG
125
Nemes Rush Group
Michigan
-$4.05K -52 Closed