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Vanguard S&P Mid-Cap 400 Value ETF

123 hedge funds and large institutions have $388M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
26
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$50.7K +$9.08K +100 +22%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$50.5K +$28.2K +310 +126%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$35.6K
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$34K -$54.2K -597 -61%
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.8K
SPIA
106
Steward Partners Investment Advisory
New York
$29.6K
MG
107
Mather Group
Illinois
$24.8K +$24.8K +285 New
AF
108
Allworth Financial
California
$24.7K +$24.7K +272 New
IA
109
IFP Advisors
Florida
$23.6K
GRP
110
Global Retirement Partners
California
$23.4K
CIA
111
Cape Investment Advisory
Georgia
$20.5K -$18.9K -208 -48%
GWM
112
Geneos Wealth Management
Colorado
$20.3K
CFD
113
Creative Financial Designs
Indiana
$18.9K
NS
114
NBC Securities
Alabama
$16K
BCWM
115
Bartlett & Co Wealth Management
Ohio
$15.3K
AIM
116
Anchor Investment Management
South Carolina
$12.5K
PB
117
Pinnacle Bancorp
Nebraska
$6.9K
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$6.72K +$6.72K +74 New
LFG
119
Larson Financial Group
Missouri
$2.18K
CFO
120
CVA Family Office
Colorado
$2K
CJH
121
Christopher J. Hasenberg
Wisconsin
$2K +$2K +22 New
S
122
SignatureFD
Georgia
$1.27K +$1.27K +14 New
SWA
123
SOA Wealth Advisors
New York
$817
MWM
124
Meridian Wealth Management
Kentucky
-$329K -3,778 Closed
TW
125
TritonPoint Wealth
Maryland
-$274K -3,142 Closed