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

65 hedge funds and large institutions have $101M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
20
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ADL
1
Asset Dedication LLC
California
$1.81M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.68M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.39M
5
LPL Financial
5
LPL Financial
California
$11.8M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$1.68M
2
PA
2
PFG Advisors
Arizona
$0
3
LFS
3
Lutz Financial Services
Nebraska
$16.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.49M
5
UR
5
USCA RIA
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
1
Lutz Financial Services
Nebraska
$16.2M 153,636 -5,828 -4%
LPL Financial
2
LPL Financial
California
$11.8M 112,010 +13,936 +14%
SCM
3
Stordahl Capital Management
Colorado
$6.69M 63,607 -768 -1%
RJA
4
Raymond James & Associates
Florida
$5.35M 50,861 +3,414 +7%
Bank of America
5
Bank of America
North Carolina
$5.32M 50,622 -3,671 -7%
Deutsche Bank
6
Deutsche Bank
Germany
$5.26M 50,000 – –
RRC
7
Relaxing Retirement Coach
Massachusetts
$4.94M 47,007 +4,955 +12%
Ameriprise
8
Ameriprise
Minnesota
$4.32M 41,084 +2,205 +6%
AWM
9
Avior Wealth Management
Nebraska
$3.55M 33,766 +773 +2%
Morgan Stanley
10
Morgan Stanley
New York
$3.39M 32,244 +14,725 +84%
UBS Group
11
UBS Group
Switzerland
$2.82M 26,804 -3,041 -10%
HCM
12
Hollencrest Capital Management
California
$2.52M 24,000 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.49M 23,665 -4,030 -15%
SB
14
Suntrust Banks
Georgia
$2.34M 18,752 +4,764 +34%
Wells Fargo
15
Wells Fargo
California
$2.15M 20,407 -2,235 -10%
RWP
16
RWA Wealth Partners
Massachusetts
$1.97M 18,752 +1,557 +9%
ADL
17
Asset Dedication LLC
California
$1.81M 17,224 +17,224 New
Citadel Advisors
18
Citadel Advisors
Florida
$1.8M 17,157 +17,157 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.68M 15,940 +15,940 New
BTS
20
BB&T Securities
Virginia
$1.68M 15,937 -7,297 -31%
RT
21
Rockland Trust
Massachusetts
$1.15M 10,959 +10,959 New
GWA
22
Guidant Wealth Advisors
Illinois
$1.15M 10,953 +10,953 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.14M 10,853 +7,091 +188%
PAG
24
Private Advisor Group
New Jersey
$1.09M 10,374 +311 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.05M 10,006 -272 -3%
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