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

195 hedge funds and large institutions have $730M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
57
Reduced
52
Closed
13
Calls
$195K
Puts
$988K
Net Calls
-$793K
Net Calls Change
-$287K

Top Buyers

1
WAM
1
WNY Asset Management
New York
$16.3M
2
ONB
2
Old National Bancorp
Indiana
$8.61M
3
SIA
3
Soltis Investment Advisors
Utah
$18.2M
4
MCM
4
Manchester Capital Management
Vermont
$3.16M
5
RJA
5
Raymond James & Associates
Florida
$13.7M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$319K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.97M
3
PF
3
Phoenix Financial
Israel
$4.2M
4
SW
4
SVB Wealth
Massachusetts
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.9M +$945K +10,673 +19%
BWIA
27
Bryant Woods Investment Advisors
New York
$5.54M +$264K +2,983 +5%
Cerity Partners
28
Cerity Partners
New York
$4.91M +$555K +6,260 +13%
KHLMTHM
29
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.82M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.72M +$79.1K +893 +2%
HAC
31
Harbor Advisory Corp
New Hampshire
$4.5M +$1.86K +21 +0%
PF
32
Phoenix Financial
Israel
$4.2M -$2.52M -28,502 -38%
PAG
33
Private Advisor Group
New Jersey
$4.1M +$73.6K +831 +2%
Ameriprise
34
Ameriprise
Minnesota
$4.09M -$521K -5,881 -11%
PFM
35
Phillips Financial Management
Indiana
$3.52M -$995K -11,236 -22%
Goldman Sachs
36
Goldman Sachs
New York
$3.34M – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.26M -$692K -7,817 -18%
MCM
38
Manchester Capital Management
Vermont
$3.16M +$1.72M +19,478 +120%
MFIMFI
39
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.11M – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$3.07M +$534K +6,028 +21%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.91M -$148K -1,674 -5%
SLF
42
Sun Life Financial
Ontario, Canada
$2.79M – – –
FAB
43
First American Bank
Illinois
$2.77M -$11K -124 -0.4%
GS
44
GTS Securities
New York
$2.72M +$2.72M +30,762 New
SQA
45
Simon Quick Advisors
New Jersey
$2.62M -$595K -6,724 -19%
CA
46
Cetera Advisors
Colorado
$2.57M +$15.9K +179 +0.6%
HI
47
Harbour Investments
Wisconsin
$2.54M +$230K +2,597 +10%
KFGK
48
Keystone Financial Group (Kentucky)
Kentucky
$2.52M +$2.52M +28,474 New
Mariner
49
Mariner
Kansas
$2.45M +$1.01M +11,362 +70%
Creative Planning
50
Creative Planning
Kansas
$2.37M -$193K -2,181 -8%
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