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

198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73.2M
2
PFO
2
Pathstone Family Office
New Jersey
$8.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.09M
4
LPL Financial
4
LPL Financial
California
$26.4M
5
Truist Financial
5
Truist Financial
North Carolina
$1.77M

Top Sellers

1
KHLMVGHM
1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.1M
2
MIH
2
Meitav Investment House
Israel
$20.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
51
Fiduciary Trust
Massachusetts
$1.75M – – –
CT
52
Coastline Trust
Rhode Island
$1.64M -$95.2K -1,126 -5%
EL
53
EQ LLC
Washington
$1.62M +$12.6K +149 +0.8%
WA
54
Waverly Advisors
Alabama
$1.6M -$73.2K -866 -4%
KAS
55
Kestra Advisory Services
Texas
$1.52M +$271K +3,206 +22%
OWA
56
Octavia Wealth Advisors
Ohio
$1.44M -$47.5K -560 -3%
SWM
57
Spire Wealth Management
Virginia
$1.43M -$42.2K -499 -3%
1IA
58
1834 Investment Advisors
Wisconsin
$1.43M +$287K +3,390 +25%
CCA
59
Checchi Capital Advisers
California
$1.3M +$1.3M +15,408 New
KA
60
Klingman & Associates
New York
$1.26M +$85 +1 +0%
AI
61
Atria Investments
North Carolina
$1.19M -$16.4K -194 -1%
WCM
62
WealthBridge Capital Management
Ohio
$1.19M -$16.4K -194 -1%
BC
63
Bartlett & Co
Ohio
$1.18M -$36.9K -435 -3%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$1.18M -$36.9K -435 -3%
MECA
65
Miller Equity Capital Advisors
Texas
$1.18M – – –
RWP
66
RWA Wealth Partners
Massachusetts
$1.05M – – –
Vanguard Group
67
Vanguard Group
Pennsylvania
$1.05M +$10.9K +129 +1%
FB
68
First Bancorp
Maine
$1.05M – – –
LGA
69
Lebenthal Global Advisors
New York
$1M +$1M +11,840 New
WANY
70
Wealthspire Advisors (New York)
New York
$982K – – –
HNB
71
Huntington National Bank
Ohio
$962K -$1.06M – –
SWA
72
Sax Wealth Advisors
New Jersey
$957K +$507 +6 +0.1%
MHS
73
M Holdings Securities
Oregon
$954K +$954K +11,282 New
LFAS
74
Level Four Advisory Services
Texas
$953K +$2.87K +34 +0.3%
RDFA
75
Ritter Daniher Financial Advisory
Ohio
$934K – – –
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3
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