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

57 hedge funds and large institutions have $99.2M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
+$2.1M
2
SB
Suntrust Banks
Georgia
+$1.4M
3
Jane Street
Jane Street
New York
+$1.31M
4
LFS
Lutz Financial Services
Nebraska
+$1.24M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$846K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.34M
2
RRC
Relaxing Retirement Coach
Massachusetts
-$1.29M
3
PAG
Private Advisor Group
New Jersey
-$933K
4
VF
Virtu Financial
New York
-$636K
5
RWP
RWA Wealth Partners
Massachusetts
-$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
1
Lutz Financial Services
Nebraska
$16.3M +$1.24M +20,032 +8%
LPL Financial
2
LPL Financial
California
$10.6M +$354K +5,700 +3%
SCM
3
Stordahl Capital Management
Colorado
$7.8M +$291K +4,692 +4%
Bank of America
4
Bank of America
North Carolina
$7.36M -$3.34M -53,792 -31%
Deutsche Bank
5
Deutsche Bank
Germany
$6.21M – – –
RRC
6
Relaxing Retirement Coach
Massachusetts
$5.36M -$1.29M -20,814 -19%
RJA
7
Raymond James & Associates
Florida
$5.32M +$103K +1,654 +2%
Ameriprise
8
Ameriprise
Minnesota
$4.67M +$566K +9,120 +14%
AWM
9
Avior Wealth Management
Nebraska
$4.06M -$34.4K -554 -0.8%
UBS Group
10
UBS Group
Switzerland
$3.7M -$186K -2,994 -5%
HCM
11
Hollencrest Capital Management
California
$2.98M – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.81M +$156K +2,508 +6%
Wells Fargo
13
Wells Fargo
California
$2.47M +$714K +11,496 +41%
BTS
14
BB&T Securities
Virginia
$2.1M +$2.1M +33,824 New
RWP
15
RWA Wealth Partners
Massachusetts
$1.94M -$571K -9,200 -23%
Morgan Stanley
16
Morgan Stanley
New York
$1.75M -$298K -4,800 -15%
SB
17
Suntrust Banks
Georgia
$1.4M +$1.4M +22,448 New
Jane Street
18
Jane Street
New York
$1.31M +$1.31M +21,100 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.29M +$150K +2,410 +13%
Franklin Resources
20
Franklin Resources
California
$1.14M – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.1M +$846K +13,620 +339%
Vanguard Group
22
Vanguard Group
Pennsylvania
$842K +$228K +3,674 +37%
Creative Planning
23
Creative Planning
Kansas
$661K – – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$510K +$186K +2,994 +57%
PA
25
PFG Advisors
Arizona
$499K +$166K +2,668 +50%
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