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

64 hedge funds and large institutions have $145M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
23
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RT
Rockland Trust
Massachusetts
+$9.26M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.65M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.36M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.72M

Top Sellers

1
LFS
Lutz Financial Services
Nebraska
-$4.26M
2
HCM
Hollencrest Capital Management
California
-$3.12M
3
RWP
RWA Wealth Partners
Massachusetts
-$1.56M
4
Bank of America
Bank of America
North Carolina
-$1.12M
5
HF
Halpern Financial
Virginia
-$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$39.9M -$283K -5,440 -0.7%
RT
2
Rockland Trust
Massachusetts
$27.6M +$9.26M +219,414 +51%
AWM
3
Aberdeen Wealth Management
Illinois
$6.39M +$64.9K +1,538 +1%
SCM
4
Stordahl Capital Management
Colorado
$6.05M +$646K +16,628 +12%
LFS
5
Lutz Financial Services
Nebraska
$6.02M -$4.26M -101,058 -41%
RJA
6
Raymond James & Associates
Florida
$4.96M -$193K -4,566 -4%
Bank of America
7
Bank of America
North Carolina
$4.65M -$1.12M -26,630 -19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.3M +$1.72M +40,708 +67%
Citadel Advisors
9
Citadel Advisors
Florida
$4.02M +$3.79M +89,892 +1,685%
RRC
10
Relaxing Retirement Coach
Massachusetts
$3.69M -$155K -3,670 -4%
Morgan Stanley
11
Morgan Stanley
New York
$3.67M +$413K +9,788 +13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.65M +$3.65M +86,604 New
TRCT
13
Tower Research Capital (TRC)
New York
$3.54M +$3.36M +79,664 +1,838%
AWM
14
Avior Wealth Management
Nebraska
$2.78M -$22.6K -536 -0.8%
Ameriprise
15
Ameriprise
Minnesota
$2.71M -$449K -10,644 -14%
Truist Financial
16
Truist Financial
North Carolina
$2.58M +$195K +4,630 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.24M +$183K +4,342 +9%
UBS Group
18
UBS Group
Switzerland
$2.18M +$589K +13,956 +37%
Wells Fargo
19
Wells Fargo
California
$1.4M +$110K +2,604 +9%
LPL Financial
20
LPL Financial
California
$1.3M -$185K -4,380 -12%
PAG
21
Private Advisor Group
New Jersey
$913K +$2.19K +52 +0.2%
ADL
22
Asset Dedication LLC
California
$871K -$665K -15,744 -43%
Franklin Resources
23
Franklin Resources
California
$772K – – –
PA
24
PFG Advisors
Arizona
$687K +$6.47K +146 +1%
EWA
25
EP Wealth Advisors
California
$659K -$101K -2,388 -13%
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