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Vanguard S&P Mid-Cap 400 Value ETF

59 hedge funds and large institutions have $110M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
21
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
1
Lutz Financial Services
Nebraska
$20.5M +$3.64M +56,496 +22%
LPL Financial
2
LPL Financial
California
$12.6M +$1.61M +25,058 +15%
SCM
3
Stordahl Capital Management
Colorado
$7.74M +$196K +3,258 +3%
Bank of America
4
Bank of America
North Carolina
$6.99M -$637K -9,890 -8%
Deutsche Bank
5
Deutsche Bank
Germany
$6.44M
RJA
6
Raymond James & Associates
Florida
$6.11M +$591K +9,178 +11%
RRC
7
Relaxing Retirement Coach
Massachusetts
$5.41M -$136K -2,120 -2%
Ameriprise
8
Ameriprise
Minnesota
$5.01M +$162K +2,512 +3%
AWM
9
Avior Wealth Management
Nebraska
$4.25M +$36.3K +564 +0.9%
UBS Group
10
UBS Group
Switzerland
$3.85M +$11.1K +172 +0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.57M +$651K +10,108 +22%
BTS
12
BB&T Securities
Virginia
$2.99M +$814K +12,644 +37%
Wells Fargo
13
Wells Fargo
California
$2.92M +$355K +5,516 +14%
HCM
14
Hollencrest Capital Management
California
$2.88M
Morgan Stanley
15
Morgan Stanley
New York
$2.26M +$441K +6,842 +24%
RWP
16
RWA Wealth Partners
Massachusetts
$2.22M +$203K +3,150 +10%
SB
17
Suntrust Banks
Georgia
$1.75M +$345K +5,528 +25%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.32M -$11.9K -184 -0.9%
PAG
19
Private Advisor Group
New Jersey
$1.3M +$1.3M +20,126 New
Franklin Resources
20
Franklin Resources
California
$1.18M
Vanguard Group
21
Vanguard Group
Pennsylvania
$873K
Creative Planning
22
Creative Planning
Kansas
$692K +$6.44K +100 +0.9%
PA
23
PFG Advisors
Arizona
$661K +$184K +3,104 +39%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$581K +$52.7K +820 +10%
MML Investors Services
25
MML Investors Services
Massachusetts
$547K +$96.9K +1,504 +22%