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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 %
CAM
251
Creekmur Asset Management
Illinois
$15.7K 149 – –
VHAM
252
Van Hulzen Asset Management
California
$14.9K 142 +142 New
BCMLT
253
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K 141 +1 +0.7%
Amundi
254
Amundi
France
$9.57K 90 – –
TCG
255
Transcendent Capital Group
Oklahoma
$9.37K 89 +1 +1%
DJSG
256
D.J. St. Germain
Massachusetts
$8.65K 82 – –
PA
257
Parallel Advisors
California
$8.23K 78 – –
GIA
258
GHP Investment Advisors
Colorado
$8.12K 77 – –
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$6.96K 66 – –
MAS
260
MPWM Advisory Solutions
Georgia
$6.33K 60 +60 New
KFI
261
Key Financial Inc
Pennsylvania
$6.01K 57 – –
CSB
262
City State Bank
Iowa
$5.28K 50 -50 -50%
FDW
263
Fourth Dimension Wealth
Ohio
$4.75K 45 +45 New
BTI
264
Blue Trust Inc
Georgia
$4.43K 42 -306 -88%
RFG
265
REAP Financial Group
Texas
$4.22K 40 – –
FRA
266
Front Row Advisors
California
$3.17K 30 – –
SS
267
SBI Securities
Japan
$2.95K 28 +28 New
CPBTD
268
Central Pacific Bank - Trust Division
Hawaii
$2.74K 26 – –
SAM
269
Smartleaf Asset Management
Massachusetts
$1.11K 10 -216 -96%
BCPWM
270
Bradley & Co Private Wealth Management
Florida
$1.06K 10 +10 New
RWM
271
Rialto Wealth Management
New York
$633 6 +6 New
NS
272
NBC Securities
Alabama
$171 1 -1,621 -100%
IAIM
273
International Assets Investment Management
Florida
– – -768,517 Closed
NCFG
274
New Century Financial Group
New Jersey
– – -12,014 Closed
Jane Street
275
Jane Street
New York
– – -9,401 Closed
8 9 10
11
12