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

191 hedge funds and large institutions have $686M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 160 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
160
Reduced
8
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$83M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
GC
5
Gratus Capital
Georgia
$26.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
PA
3
PFG Advisors
Arizona
$391K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$189K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$1.56M 18,473 +18,473 New
BFG
52
Bleakley Financial Group
New Jersey
$1.56M 18,473 +18,473 New
WA
53
Waverly Advisors
Alabama
$1.54M 18,214 +8,649 +90%
MHIC
54
Marble Harbor Investment Counsel
Massachusetts
$1.53M 18,010 +7,155 +66%
OWA
55
Octavia Wealth Advisors
Ohio
$1.5M 17,713 +8,913 +101%
Mariner
56
Mariner
Kansas
$1.38M 16,279 +8,124 +100%
MCM
57
Manchester Capital Management
Vermont
$1.38M 16,254 +7,334 +82%
SWM
58
Spire Wealth Management
Virginia
$1.3M 15,363 +10,343 +206%
KA
59
Klingman & Associates
New York
$1.26M 14,897 +7,448 +100%
KAS
60
Kestra Advisory Services
Texas
$1.24M 14,631 +7,296 +99%
WCM
61
WealthBridge Capital Management
Ohio
$1.22M 14,391 +7,058 +96%
AI
62
Atria Investments
North Carolina
$1.22M 14,391 +7,288 +103%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$1.21M 14,330 +7,545 +111%
BC
64
Bartlett & Co
Ohio
$1.21M 14,330 +7,545 +111%
MECA
65
Miller Equity Capital Advisors
Texas
$1.18M 13,920 +6,960 +100%
FB
66
First Bancorp
Maine
$1.16M 13,700 +6,850 +100%
CWM
67
Castle Wealth Management
Florida
$1.09M 12,910 +5,813 +82%
HNB
68
Huntington National Bank
Ohio
– – – –
NGA
69
Naples Global Advisors
Florida
$1.05M 12,390 +4,420 +55%
Vanguard Group
70
Vanguard Group
Pennsylvania
$1.04M 12,334 +12,334 New
1IA
71
1834 Investment Advisors
Wisconsin
$1.04M 12,273 +9,524 +346%
RDFA
72
Ritter Daniher Financial Advisory
Ohio
$1.04M 12,250 +6,130 +100%
LFAS
73
Level Four Advisory Services
Texas
$989K 11,675 +8,654 +286%
WANY
74
Wealthspire Advisors (New York)
New York
$984K 11,622 +5,811 +100%
AC
75
Anson Capital
Georgia
$964K 11,379 +5,169 +83%
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