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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 %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$204K
TRCT
102
Tower Research Capital (TRC)
New York
$180K -$245K -2,567 -58%
HDIM
103
Hanson & Doremus Investment Management
Vermont
$144K
William Blair & Company
104
William Blair & Company
Illinois
$134K
RWM
105
Rialto Wealth Management
New York
$129K +$129K +1,347 New
EB
106
Eastern Bank
Massachusetts
$128K +$66.9K +700 +109%
HR
107
Howe & Rusling
New York
$127K +$127K +1,326 New
MCM
108
MAI Capital Management
Ohio
$115K +$115K +1,201 New
SL
109
Salomon & Ludwin
Virginia
$110K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$108K -$24.2K -253 -18%
CFGS
111
Concourse Financial Group Securities
Alabama
$102K
LFG
112
Larson Financial Group
Missouri
$93.3K +$91K +952 +3,967%
GRP
113
Global Retirement Partners
California
$84.9K +$60.2K +630 +244%
TIAAOA
114
Teachers Insurance & Annuity Association of America
New York
$75.6K -$2.96K -31 -4%
FCMT
115
Founders Capital Management (Texas)
Texas
$73.6K
AIC
116
Archer Investment Corporation
Indiana
$69K +$69K +722 New
BGAI
117
Bruce G. Allen Investments
Colorado
$67.6K +$1.15K +12 +2%
VWA
118
VSM Wealth Advisory
Maryland
$57.3K +$57.3K +600 New
CWM
119
Crowley Wealth Management
Delaware
$57.3K +$57.3K +600 New
ACA
120
Aptus Capital Advisors
Alabama
$56.6K
PB
121
Pinnacle Bancorp
Nebraska
$55.2K +$49.1K +514 +803%
NFSG
122
Newbridge Financial Services Group
Florida
$42.4K +$42.4K +444 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$42K +$42K +438 New
AG
124
AmeriFlex Group
Nevada
$38.2K +$38.2K +385 New
SSB
125
Sandy Spring Bank
Maryland
$38.2K