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

195 hedge funds and large institutions have $730M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
57
Reduced
52
Closed
13
Calls
$195K
Puts
$988K
Net Calls
-$793K
Net Calls Change
-$287K

Top Buyers

1
WAM
1
WNY Asset Management
New York
$16.3M
2
ONB
2
Old National Bancorp
Indiana
$8.61M
3
SIA
3
Soltis Investment Advisors
Utah
$18.2M
4
MCM
4
Manchester Capital Management
Vermont
$3.16M
5
RJA
5
Raymond James & Associates
Florida
$13.7M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$319K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.97M
3
PF
3
Phoenix Financial
Israel
$4.2M
4
SW
4
SVB Wealth
Massachusetts
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
51
Marble Harbor Investment Counsel
Massachusetts
$1.97M +$372K +4,200 +23%
FT
52
Fiduciary Trust
Massachusetts
$1.84M – – –
CT
53
Coastline Trust
Rhode Island
$1.81M -$135K -1,525 -7%
WA
54
Waverly Advisors
Alabama
$1.76M +$145K +1,636 +9%
EL
55
EQ LLC
Washington
$1.68M -$26.9K -304 -2%
OWA
56
Octavia Wealth Advisors
Ohio
$1.56M -$13.1K -147 -0.8%
SWM
57
Spire Wealth Management
Virginia
$1.54M +$183K +2,067 +13%
KA
58
Klingman & Associates
New York
$1.32M – – –
KAS
59
Kestra Advisory Services
Texas
$1.31M +$12.1K +137 +0.9%
BC
60
Bartlett & Co
Ohio
$1.28M +$1.87K +21 +0.1%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$1.27M +$1.87K +21 +0.1%
AI
62
Atria Investments
North Carolina
$1.26M -$14K -158 -1%
WCM
63
WealthBridge Capital Management
Ohio
$1.26M -$14K -158 -1%
HFW
64
Horizon Family Wealth
Illinois
$1.24M +$401K +4,529 +48%
MECA
65
Miller Equity Capital Advisors
Texas
$1.23M – – –
1IA
66
1834 Investment Advisors
Wisconsin
$1.2M +$109K +1,233 +10%
RWP
67
RWA Wealth Partners
Massachusetts
$1.1M +$312K +3,518 +39%
FB
68
First Bancorp
Maine
$1.1M -$113K -1,280 -9%
Vanguard Group
69
Vanguard Group
Pennsylvania
$1.09M – – –
HNB
70
Huntington National Bank
Ohio
$1.06M -$1.07M – –
WANY
71
Wealthspire Advisors (New York)
New York
$1.03M – – –
SWA
72
Sax Wealth Advisors
New Jersey
$1M – – –
LFAS
73
Level Four Advisory Services
Texas
$996K -$38.1K -430 -4%
RDFA
74
Ritter Daniher Financial Advisory
Ohio
$979K -$106K -1,200 -10%
NGA
75
Naples Global Advisors
Florida
$970K -$131K -1,475 -12%
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