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

174 hedge funds and large institutions have $561M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
52
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bridgeworth
Alabama
$36.1M
2
Barclays
2
Barclays
United Kingdom
$7.43M
3
Bank of America
3
Bank of America
North Carolina
$37.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.5M
5
Wells Fargo
5
Wells Fargo
California
$16.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$669K
2
HNB
2
Huntington National Bank
Ohio
$1.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.3M
4
EH
4
Equitable Holdings
New York
$287K
5
CT
5
Coastline Trust
Rhode Island
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
51
EQ LLC
Washington
$1.41M -$25.6K -344 -2%
OWA
52
Octavia Wealth Advisors
Ohio
$1.3M -$17.3K -232 -1%
HNB
53
Huntington National Bank
Ohio
$1.25M -$1.35M – –
HI
54
Harbour Investments
Wisconsin
$1.24M – – –
PA
55
PFG Advisors
Arizona
$1.2M +$1.2M +16,210 New
NGA
56
Naples Global Advisors
Florida
$1.19M – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$1.16M -$9.81K -132 -0.8%
CWM
58
Castle Wealth Management
Florida
$1.16M +$694K +9,286 +150%
WCM
59
WealthBridge Capital Management
Ohio
$1.15M – – –
KA
60
Klingman & Associates
New York
$1.11M – – –
AI
61
Atria Investments
North Carolina
$1.09M +$743 +10 +0.1%
KAS
62
Kestra Advisory Services
Texas
$1.08M +$15K +202 +1%
Mariner
63
Mariner
Kansas
$1.06M +$1.06M +14,218 New
MHS
64
M Holdings Securities
Oregon
$1.04M – – –
BC
65
Bartlett & Co
Ohio
$1.04M +$63.8K +854 +7%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$1.04M +$63.8K +854 +7%
MECA
67
Miller Equity Capital Advisors
Texas
$1.03M – – –
FB
68
First Bancorp
Maine
$1.02M – – –
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$989K -$13.5K -180 -1%
FTS
70
Fifth Third Securities
Ohio
$948K -$241K -3,230 -20%
CAN
71
Cetera Advisor Networks
California
$916K -$87.6K -1,178 -9%
AC
72
Anson Capital
Georgia
$905K -$1.19K -16 -0.1%
SFA
73
Source Financial Advisors
New York
$895K -$281K -3,786 -24%
SWA
74
Sax Wealth Advisors
New Jersey
$857K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$792K +$538K +7,248 +212%
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3
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