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

189 hedge funds and large institutions have $620M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
63
Reduced
43
Closed
12
Calls
$409K
Puts
$114K
Net Calls
+$295K
Net Calls Change
+$295K

Top Buyers

1
GC
1
Gratus Capital
Georgia
$13.4M
2
WAM
2
WNY Asset Management
New York
$10.4M
3
CAN
3
Cetera Advisor Networks
California
$11.1M
4
Bank of America
4
Bank of America
North Carolina
$46.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.89M

Top Sellers

1
B
1
Bridgeworth
Alabama
$12.9M
2
SI
2
Stephens Inc
Arkansas
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$1.56M – – –
SW
52
SVB Wealth
Massachusetts
$1.56M -$13.1K -160 -0.8%
MCM
53
Manchester Capital Management
Vermont
$1.46M +$1.07M +13,024 +270%
OWA
54
Octavia Wealth Advisors
Ohio
$1.44M +$18.3K +224 +1%
Mariner
55
Mariner
Kansas
$1.33M +$171K +2,092 +15%
NGA
56
Naples Global Advisors
Florida
$1.3M – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$1.29M +$8.84K +108 +0.7%
KA
58
Klingman & Associates
New York
$1.22M -$2.13K -26 -0.2%
KAS
59
Kestra Advisory Services
Texas
$1.2M +$16.4K +200 +1%
WCM
60
WealthBridge Capital Management
Ohio
$1.2M -$24.2K -296 -2%
AI
61
Atria Investments
North Carolina
$1.16M -$37.3K -456 -3%
CWM
62
Castle Wealth Management
Florida
$1.16M -$104K -1,276 -8%
MHS
63
M Holdings Securities
Oregon
$1.15M – – –
MECA
64
Miller Equity Capital Advisors
Texas
$1.14M – – –
FB
65
First Bancorp
Maine
$1.12M – – –
BC
66
Bartlett & Co
Ohio
$1.11M -$29.3K -358 -3%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$1.11M -$29.3K -358 -3%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$1.05M -$40.3K -490 -4%
HNB
69
Huntington National Bank
Ohio
$1.04M -$1.25M – –
AC
70
Anson Capital
Georgia
$1.02M +$19.5K +238 +2%
SFA
71
Source Financial Advisors
New York
$1.01M +$27K +330 +3%
RDFA
72
Ritter Daniher Financial Advisory
Ohio
$1M +$164K +2,000 +20%
WANY
73
Wealthspire Advisors (New York)
New York
$951K +$466K +5,702 +96%
SWA
74
Sax Wealth Advisors
New Jersey
$925K -$18.8K -230 -2%
FTS
75
Fifth Third Securities
Ohio
$894K -$143K -1,754 -14%
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