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Vanguard S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

60 hedge funds and large institutions have $92.8M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$5.9M
2
Bank of America
Bank of America
North Carolina
+$1.69M
3
LFS
Lutz Financial Services
Nebraska
+$1.31M
4
PAG
Private Advisor Group
New Jersey
+$724K
5
VF
Virtu Financial
New York
+$636K

Top Sellers

1
LPL Financial
LPL Financial
California
-$3.97M
2
Jane Street
Jane Street
New York
-$3.6M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$1.91M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.04M
5
TH
Timber Hill
Connecticut
-$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
1
Lutz Financial Services
Nebraska
$14.3M +$1.31M +22,242 +10%
Bank of America
2
Bank of America
North Carolina
$10.2M +$1.69M +28,720 +20%
LPL Financial
3
LPL Financial
California
$9.76M -$3.97M -67,256 -29%
SCM
4
Stordahl Capital Management
Colorado
$7.13M +$235K +3,978 +3%
RRC
5
Relaxing Retirement Coach
Massachusetts
$6.31M -$1.91M -32,398 -23%
Deutsche Bank
6
Deutsche Bank
Germany
$5.9M +$5.9M +100,000 New
RJA
7
Raymond James & Associates
Florida
$4.96M +$128K +2,164 +3%
Ameriprise
8
Ameriprise
Minnesota
$3.9M +$288K +4,888 +8%
AWM
9
Avior Wealth Management
Nebraska
$3.89M +$36.8K +624 +1%
UBS Group
10
UBS Group
Switzerland
$3.69M +$55.9K +948 +2%
HCM
11
Hollencrest Capital Management
California
$2.83M – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.52M -$208K -3,522 -8%
RWP
13
RWA Wealth Partners
Massachusetts
$2.39M +$31.3K +530 +1%
Morgan Stanley
14
Morgan Stanley
New York
$1.95M +$52.5K +890 +3%
Wells Fargo
15
Wells Fargo
California
$1.67M +$274K +4,652 +20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.08M -$78.8K -1,336 -7%
Franklin Resources
17
Franklin Resources
California
$1.08M – – –
PAG
18
Private Advisor Group
New Jersey
$933K +$724K +12,268 +346%
VF
19
Virtu Financial
New York
$636K +$636K +10,784 New
Creative Planning
20
Creative Planning
Kansas
$628K +$11.8K +200 +2%
Vanguard Group
21
Vanguard Group
Pennsylvania
$583K +$81.2K +1,376 +16%
MML Investors Services
22
MML Investors Services
Massachusetts
$561K +$85.4K +1,446 +18%
KeyBank National Association
23
KeyBank National Association
Ohio
$421K -$12K -204 -3%
UR
24
USCA RIA
Texas
$395K -$319K -5,412 -45%
GFPC
25
Global Financial Private Capital
Florida
$386K -$11.6K -196 -3%
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