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

71 hedge funds and large institutions have $196M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
20
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Aberdeen Wealth Management
Illinois
$9.76M
2
RT
2
Rockland Trust
Massachusetts
$28.3M
3
Truist Financial
3
Truist Financial
North Carolina
$3.68M
4
HF
4
Halpern Financial
Virginia
$1.47M
5
EWA
5
EP Wealth Advisors
California
$1.17M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.98M
3
Jane Street
3
Jane Street
New York
$747K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
LFS
5
Lutz Financial Services
Nebraska
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$50.2M 385,877 -4,936 -1%
RT
2
Rockland Trust
Massachusetts
$28.3M 217,237 +43,063 +25%
LFS
3
Lutz Financial Services
Nebraska
$15.9M 121,907 -13,713 -10%
AWM
4
Aberdeen Wealth Management
Illinois
$9.76M 75,002 +75,002 New
SCM
5
Stordahl Capital Management
Colorado
$9.06M 69,635 -1,343 -2%
Bank of America
6
Bank of America
North Carolina
$8.9M 68,373 +2,633 +4%
RJA
7
Raymond James & Associates
Florida
$7.95M 61,105 +961 +2%
RRC
8
Relaxing Retirement Coach
Massachusetts
$5.92M 45,541 +57 +0.1%
Morgan Stanley
9
Morgan Stanley
New York
$5.02M 38,569 -1,348 -3%
Ameriprise
10
Ameriprise
Minnesota
$4.86M 37,385 -411 -1%
AWM
11
Avior Wealth Management
Nebraska
$4.32M 33,241 -1,603 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.98M 30,592 -24,396 -44%
Truist Financial
13
Truist Financial
North Carolina
$3.68M 28,258 +28,258 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.17M 24,380 +2,176 +10%
HCM
15
Hollencrest Capital Management
California
$3.12M 24,000 – –
RWP
16
RWA Wealth Partners
Massachusetts
$2.75M 21,136 +19 +0.1%
UBS Group
17
UBS Group
Switzerland
$2.45M 18,800 -277 -1%
ADL
18
Asset Dedication LLC
California
$2.37M 18,176 +36 +0.2%
LPL Financial
19
LPL Financial
California
$2.3M 17,646 -3,666 -17%
Wells Fargo
20
Wells Fargo
California
$1.99M 15,275 +747 +5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.53M 11,724 +606 +5%
HF
22
Halpern Financial
Virginia
$1.47M 11,295 +11,295 New
PAG
23
Private Advisor Group
New Jersey
$1.41M 10,800 +414 +4%
Franklin Resources
24
Franklin Resources
California
$1.19M 9,150 – –
EWA
25
EP Wealth Advisors
California
$1.17M 9,002 +9,002 New
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