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

270 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
270
Holders Change
+21
Holders Change %
+8.43%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
44
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K

Top Buyers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$38.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$30.8M
3
AF
3
Allworth Financial
California
$18.4M
4
HFS
4
Hantz Financial Services
Michigan
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$78.7M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$240K
2
PF
2
Phoenix Financial
Israel
$4.96M
3
SIA
3
Soltis Investment Advisors
Utah
$16.5M
4
NCFG
4
New Century Financial Group
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$64.9K 615 – –
HCP
227
Hexagon Capital Partners
Arkansas
$63.3K 600 – –
AWM
228
Avior Wealth Management
Nebraska
$62K 587 -22 -4%
EWA
229
EverSource Wealth Advisors
Alabama
$60.2K 571 -188 -25%
BWL
230
Bogart Wealth LLC
Virginia
$59.8K 567 – –
QCG
231
Quadrant Capital Group
Ohio
$51.2K 485 – –
MFG
232
Menard Financial Group
Texas
$50.6K 480 +480 New
Jones Financial Companies
233
Jones Financial Companies
Missouri
$50.1K 475 +175 +58%
ADL
234
Asset Dedication LLC
California
$42.2K 400 – –
BlackRock
235
BlackRock
New York
$42.2K 400 – –
VWA
236
VSM Wealth Advisory
Maryland
$39.1K 371 +371 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$37K 355 +153 +76%
AWM
238
AE Wealth Management
Kansas
$37K 350 +350 New
CFGS
239
Concourse Financial Group Securities
Alabama
$32.6K 294 – –
AG
240
AmeriFlex Group
Nevada
$31.1K 284 +284 New
Russell Investments Group
241
Russell Investments Group
United Kingdom
$31K 294 – –
LWA
242
Lowe Wealth Advisors
Maryland
$30.4K 288 – –
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$29.1K 276 +75 +37%
JWA
244
JFS Wealth Advisors
Pennsylvania
$28.2K 268 +2 +0.8%
TCA
245
Trifecta Capital Advisors
Illinois
$27.2K 258 +258 New
PMFA
246
Plante Moran Financial Advisors
Michigan
$26K 246 – –
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$25.5K 240 – –
William Blair & Company
248
William Blair & Company
Illinois
$21.1K 200 – –
S
249
SignatureFD
Georgia
$16.2K 154 – –
BAM
250
Bellevue Asset Management
Washington
$15.8K 150 – –
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10
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