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

78 hedge funds and large institutions have $130M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
22
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RT
1
Rockland Trust
Massachusetts
$10.9M
2
LFS
2
Lutz Financial Services
Nebraska
$21M
3
Jane Street
3
Jane Street
New York
$1.98M
4
Bank of America
4
Bank of America
North Carolina
$7.22M
5
KWM
5
Kingsview Wealth Management
Oregon
$960K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$361K
3
Wells Fargo
3
Wells Fargo
California
$1.34M
4
UBS Group
4
UBS Group
Switzerland
$2.37M
5
GFPC
5
Global Financial Private Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
1
Lutz Financial Services
Nebraska
$21M 174,749 +21,113 +14%
RT
2
Rockland Trust
Massachusetts
$10.9M 90,890 +79,931 +729%
LPL Financial
3
LPL Financial
California
$8.94M 74,558 -37,452 -33%
SCM
4
Stordahl Capital Management
Colorado
$8.33M 66,695 +3,088 +5%
Bank of America
5
Bank of America
North Carolina
$7.22M 60,177 +9,555 +19%
RJA
6
Raymond James & Associates
Florida
$6.55M 54,610 +3,749 +7%
Deutsche Bank
7
Deutsche Bank
Germany
$5.99M 50,000 – –
RRC
8
Relaxing Retirement Coach
Massachusetts
$5.62M 46,865 -142 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$5.37M 44,772 +3,688 +9%
Morgan Stanley
10
Morgan Stanley
New York
$4.47M 37,318 +5,074 +16%
AWM
11
Avior Wealth Management
Nebraska
$4.07M 33,936 +170 +0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.93M 24,420 +755 +3%
HCM
13
Hollencrest Capital Management
California
$2.88M 24,000 – –
RWP
14
RWA Wealth Partners
Massachusetts
$2.41M 20,135 +1,383 +7%
UBS Group
15
UBS Group
Switzerland
$2.37M 19,740 -7,064 -26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.32M 19,314 +3,374 +21%
SB
17
Suntrust Banks
Georgia
$2.08M 16,705 -2,047 -11%
ADL
18
Asset Dedication LLC
California
$2.07M 17,224 – –
BTS
19
BB&T Securities
Virginia
$2.05M 17,064 +1,127 +7%
Jane Street
20
Jane Street
New York
$1.98M 16,550 +16,550 New
Wells Fargo
21
Wells Fargo
California
$1.34M 11,193 -9,214 -45%
GWA
22
Guidant Wealth Advisors
Illinois
$1.34M 11,159 +206 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.3M 10,861 +8 +0.1%
PAG
24
Private Advisor Group
New Jersey
$1.16M 9,686 -688 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.1M 9,173 -833 -8%
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