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

198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73.2M
2
PFO
2
Pathstone Family Office
New Jersey
$8.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.09M
4
LPL Financial
4
LPL Financial
California
$26.4M
5
Truist Financial
5
Truist Financial
North Carolina
$1.77M

Top Sellers

1
KHLMVGHM
1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.1M
2
MIH
2
Meitav Investment House
Israel
$20.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.84M +$205K +2,431 +4%
BWIA
27
Bryant Woods Investment Advisors
New York
$5.53M +$242K +2,861 +5%
Ameriprise
28
Ameriprise
Minnesota
$5.13M +$1.22M +14,489 +31%
HAC
29
Harbor Advisory Corp
New Hampshire
$4.42M +$129K +1,530 +3%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.23M -$3.38M -39,962 -44%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$4.05M +$1.12M +13,265 +38%
PF
32
Phoenix Financial
Israel
$4M -$8.2K -97 -0.2%
PAG
33
Private Advisor Group
New Jersey
$3.92M +$6.51K +77 +0.2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.73M +$616K +7,287 +20%
PFM
35
Phillips Financial Management
Indiana
$3.23M -$128K -1,518 -4%
Goldman Sachs
36
Goldman Sachs
New York
$3.19M – – –
MCM
37
Manchester Capital Management
Vermont
$3.02M – – –
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.97M – – –
KHLMTHM
39
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.72M -$1.96M -22,806 -42%
FAB
40
First American Bank
Illinois
$2.67M +$23.4K +277 +0.9%
Mariner
41
Mariner
Kansas
$2.63M +$298K +3,523 +13%
HI
42
Harbour Investments
Wisconsin
$2.59M +$169K +2,002 +7%
Cerity Partners
43
Cerity Partners
New York
$2.53M -$2.16M -25,518 -46%
CA
44
Cetera Advisors
Colorado
$2.48M +$22.3K +264 +0.9%
SQA
45
Simon Quick Advisors
New Jersey
$2.41M -$87.3K -1,033 -3%
KFGK
46
Keystone Financial Group (Kentucky)
Kentucky
$2.41M -$423 -5 -0%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$2.34M -$443K -5,235 -16%
Creative Planning
48
Creative Planning
Kansas
$2.28M +$15.9K +188 +0.7%
MHIC
49
Marble Harbor Investment Counsel
Massachusetts
$1.84M -$33.8K -400 -2%
Truist Financial
50
Truist Financial
North Carolina
$1.77M +$1.53M +18,158 +653%
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