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Vanguard S&P Mid-Cap 400 Value ETF

116 hedge funds and large institutions have $384M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
30
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$74M 848,355 -8,387 -1%
RT
2
Rockland Trust
Massachusetts
$69.8M 800,934 +4,231 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$38.3M 439,302 +213,271 +94%
Bank of America
4
Bank of America
North Carolina
$33.3M 382,355 -13,367 -3%
SCM
5
Stordahl Capital Management
Colorado
$13.8M 157,996 +944 +0.6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$13.6M 155,881 -27,635 -15%
LFS
7
Lutz Financial Services
Nebraska
$11.7M 133,982 -975 -0.7%
AWM
8
Aberdeen Wealth Management
Illinois
$10.9M 125,504 +40 +0%
Wells Fargo
9
Wells Fargo
California
$10.4M 119,146 +46,239 +63%
UBS Group
10
UBS Group
Switzerland
$9.47M 108,631 +2,387 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$8.64M 99,123 +82,956 +513%
LPL Financial
12
LPL Financial
California
$7.85M 90,041 -1,537 -2%
KAS
13
Kestra Advisory Services
Texas
$6.7M 76,800 -1,281 -2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.25M 71,693 +11,375 +19%
RJA
15
Raymond James & Associates
Florida
$6.24M 71,548 -12,903 -15%
SC
16
Savant Capital
Illinois
$4.73M 54,283 -2,107 -4%
HI
17
Harbour Investments
Wisconsin
$3.2M 36,699 -80 -0.2%
GA
18
Gateway Advisory
New Jersey
$3.1M 35,508 +11,512 +48%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.95M 33,867 +8,710 +35%
Franklin Resources
20
Franklin Resources
California
$2.5M 28,700
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.12M 24,336 +18,532 +319%
MMA
22
Miracle Mile Advisors
California
$2.1M 24,126 -3,948 -14%
PAG
23
Private Advisor Group
New Jersey
$2.06M 23,589 +368 +2%
AWM
24
Avior Wealth Management
Nebraska
$1.66M 18,991 -2,286 -11%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.64M 18,841 +225 +1%