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Vanguard S&P Mid-Cap 400 Value ETF

100 hedge funds and large institutions have $351M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
40
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$77.6M 459,952 +1,855 +0.4%
RT
2
Rockland Trust
Massachusetts
$58.9M 349,330 +746 +0.2%
Bank of America
3
Bank of America
North Carolina
$28.4M 168,596 -3,591 -2%
Morgan Stanley
4
Morgan Stanley
New York
$18.9M 112,312 +3,680 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.2M 95,803 +6,315 +7%
RJA
6
Raymond James & Associates
Florida
$13M 77,203 +2,496 +3%
SCM
7
Stordahl Capital Management
Colorado
$12.5M 74,079 +545 +0.7%
LFS
8
Lutz Financial Services
Nebraska
$12.5M 74,056 +32 +0%
AWM
9
Aberdeen Wealth Management
Illinois
$10.7M 63,228 +63,228 New
UBS Group
10
UBS Group
Switzerland
$7.99M 47,368 +1,668 +4%
KAS
11
Kestra Advisory Services
Texas
$7.81M 46,292 +445 +1%
3F
12
360 Financial
Minnesota
$6.88M 40,789 +10,463 +35%
RRC
13
Relaxing Retirement Coach
Massachusetts
$5.6M 33,193 +26 +0.1%
Wells Fargo
14
Wells Fargo
California
$5.1M 30,226 -5,524 -15%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.32M 25,628 -750 -3%
LPL Financial
16
LPL Financial
California
$3.78M 22,431 +2,690 +14%
DADC
17
D.A. Davidson & Co
Montana
$3.52M 20,882 +750 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.19M 18,939 +5,989 +46%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.98M 17,666 +8,066 +84%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.88M 17,078 +1,362 +9%
MMA
21
Miracle Mile Advisors
California
$2.64M 15,623 +64 +0.4%
Citadel Advisors
22
Citadel Advisors
Florida
$2.63M 15,604 +3,818 +32%
AWM
23
Avior Wealth Management
Nebraska
$2.56M 15,199 -529 -3%
Franklin Resources
24
Franklin Resources
California
$2.42M 14,350
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.18M 12,910 -9,970 -44%