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

221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$209M
2
Bank of America
2
Bank of America
North Carolina
$94.1M
3
Northern Trust
3
Northern Trust
Illinois
$6.25M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.1M
5
GA
5
Gateway Advisory
New Jersey
$3.02M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$19.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.76M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$2.68M +$4.14K +44 +0.2%
ST
52
Sentinel Trust
Texas
$2.63M +$2.63M +28,000 New
SQA
53
Simon Quick Advisors
New Jersey
$2.61M -$76.2K -811 -3%
Creative Planning
54
Creative Planning
Kansas
$2.56M +$22.2K +236 +0.9%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$2.25M -$346K -3,678 -13%
Truist Financial
56
Truist Financial
North Carolina
$2M +$28.8K +307 +1%
MHIC
57
Marble Harbor Investment Counsel
Massachusetts
$1.99M -$54.5K -580 -3%
FT
58
Fiduciary Trust
Massachusetts
$1.95M – – –
WA
59
Waverly Advisors
Alabama
$1.94M +$160K +1,700 +9%
CT
60
Coastline Trust
Rhode Island
$1.86M +$44.6K +475 +2%
Citadel Advisors
61
Citadel Advisors
Florida
$1.8M +$961K +10,228 +114%
EL
62
EQ LLC
Washington
$1.71M -$84.3K -897 -5%
KAS
63
Kestra Advisory Services
Texas
$1.68M -$11.8K -126 -0.7%
OWA
64
Octavia Wealth Advisors
Ohio
$1.62M +$22.4K +238 +1%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.41M +$89.6K +945 +7%
BC
66
Bartlett & Co
Ohio
$1.41M +$89.6K +945 +7%
KA
67
Klingman & Associates
New York
$1.4M +$94 +1 +0%
GT
68
Greenleaf Trust
Michigan
$1.33M +$349K +3,710 +35%
AI
69
Atria Investments
North Carolina
$1.32M +$3.76K +40 +0.3%
MECA
70
Miller Equity Capital Advisors
Texas
$1.31M – – –
FW
71
Fairway Wealth
Ohio
$1.24M +$1.24M +13,215 New
WCM
72
WealthBridge Capital Management
Ohio
$1.24M -$80.8K -860 -6%
Vanguard Group
73
Vanguard Group
Pennsylvania
$1.22M +$51.6K +549 +4%
HNB
74
Huntington National Bank
Ohio
$1.21M -$962K – –
SS
75
Simplicity Solutions
Minnesota
$1.2M +$1.2M +12,740 New
1 2
3
4 5