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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 %
ECM
26
Evergreen Capital Management
Washington
$10.6M 100,718 +31,860 +46%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.36M 88,659 +8,986 +11%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$9.28M 87,973 -2,978 -3%
BWIA
29
Bryant Woods Investment Advisors
New York
$8.19M 77,596 +4,937 +7%
LGA
30
Lebenthal Global Advisors
New York
$8.14M 77,180 +17,801 +30%
RP
31
Raelipskie Partnership
Ontario, Canada
$7.44M 70,562 +3,730 +6%
Stifel Financial
32
Stifel Financial
Missouri
$7.08M 67,120 +3,627 +6%
TCBWMS
33
Texas Capital Bank Wealth Management Services
Texas
$6.63M 62,812 -2,478 -4%
Cerity Partners
34
Cerity Partners
New York
$6.23M 59,036 +3,679 +7%
APC
35
Asset Planning Corporation
Tennessee
$6.17M 58,462 +5,274 +10%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$6.15M 58,284 +30,141 +107%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.78M 54,795 +5,915 +12%
Ameriprise
38
Ameriprise
Minnesota
$5.63M 53,417 -7,009 -12%
HAC
39
Harbor Advisory Corp
New Hampshire
$5.23M 49,537 – –
PF
40
Phoenix Financial
Israel
$4.96M 46,975 -17,445 -27%
PAG
41
Private Advisor Group
New Jersey
$4.78M 45,347 +1,351 +3%
HI
42
Harbour Investments
Wisconsin
$4.18M 39,661 +789 +2%
PFM
43
Phillips Financial Management
Indiana
$4.14M 39,249 -7,561 -16%
EWA
44
EP Wealth Advisors
California
$4.11M 38,946 +796 +2%
Goldman Sachs
45
Goldman Sachs
New York
$3.98M 37,718 – –
Mariner
46
Mariner
Kansas
$3.9M 36,937 +661 +2%
LSL
47
Legacy Solutions LLC
Pennsylvania
$3.82M 36,171 +36,171 New
ALA
48
Atlas Legacy Advisors
California
$3.82M 36,164 +36,164 New
FAB
49
First American Bank
Illinois
$3.67M 34,787 +2,980 +9%
CCA
50
Checchi Capital Advisers
California
$3.6M 34,105 +768 +2%
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