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

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
33
Increased
83
Reduced
60
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$370K

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$12.7M
2
FF
2
Francis Financial
$14.4M
3
Bank of America
3
Bank of America
North Carolina
$131M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$44.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$18.2M
2
WAM
2
WNY Asset Management
New York
$14.2M
3
1IA
3
1834 Investment Advisors
Wisconsin
$2.5M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$6.9M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWIA
26
Bryant Woods Investment Advisors
New York
$7.67M +$766K +7,252 +11%
ECM
27
Evergreen Capital Management
Washington
$7.3M +$2.22M +20,903 +44%
RP
28
Raelipskie Partnership
Ontario, Canada
$7.06M +$263K +2,490 +4%
TCBWMS
29
Texas Capital Bank Wealth Management Services
Texas
$6.9M -$1.49M -14,078 -18%
PF
30
Phoenix Financial
Israel
$6.8M +$104K +982 +2%
Stifel Financial
31
Stifel Financial
Missouri
$6.71M -$31.2K -295 -0.5%
Ameriprise
32
Ameriprise
Minnesota
$6.38M +$36.5K +346 +0.6%
LGA
33
Lebenthal Global Advisors
New York
$6.27M +$2.46M +23,305 +65%
Cerity Partners
34
Cerity Partners
New York
$5.86M +$73.4K +694 +1%
APC
35
Asset Planning Corporation
Tennessee
$5.62M +$123K +1,165 +2%
HAC
36
Harbor Advisory Corp
New Hampshire
$5.23M -$9.08K -86 -0.2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.16M +$188K +1,783 +4%
PFM
38
Phillips Financial Management
Indiana
$4.94M -$57.9K -548 -1%
AWS
39
Atria Wealth Solutions
New York
$4.79M +$4.52M +42,640 +1,665%
PAG
40
Private Advisor Group
New Jersey
$4.65M +$3.28K +31 +0.1%
HI
41
Harbour Investments
Wisconsin
$4.11M +$220K +2,082 +6%
EWA
42
EP Wealth Advisors
California
$4.03M +$4.03M +38,150 New
Goldman Sachs
43
Goldman Sachs
New York
$3.98M – – –
Mariner
44
Mariner
Kansas
$3.83M -$328K -3,101 -8%
MFIMFI
45
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.71M – – –
GA
46
Gateway Advisory
New Jersey
$3.62M +$82.7K +783 +2%
CCA
47
Checchi Capital Advisers
California
$3.52M – – –
FAB
48
First American Bank
Illinois
$3.36M -$8.98K -85 -0.3%
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$3.11M +$3.11M +29,400 New
CT
50
Coastline Trust
Rhode Island
$2.99M +$834K +7,900 +39%
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