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

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
33
Increased
83
Reduced
60
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$370K

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$12.7M
2
FF
2
Francis Financial
$14.4M
3
Bank of America
3
Bank of America
North Carolina
$131M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$44.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$18.2M
2
WAM
2
WNY Asset Management
New York
$14.2M
3
1IA
3
1834 Investment Advisors
Wisconsin
$2.5M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$6.9M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.97M -$374K -3,544 -11%
Creative Planning
52
Creative Planning
Kansas
$2.95M +$1.16K +11 +0%
Truist Financial
53
Truist Financial
North Carolina
$2.75M +$76.6K +725 +3%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.73M -$142K -1,348 -5%
OPS
55
Orion Portfolio Solutions
Nebraska
$2.65M +$2.65M +25,119 New
BCI
56
Brinker Capital Investments
Pennsylvania
$2.65M +$2.65M +25,119 New
1IA
57
1834 Investment Advisors
Wisconsin
$2.5M -$1.67M -15,855 -40%
EL
58
EQ LLC
Washington
$2.25M +$257K +2,435 +13%
WA
59
Waverly Advisors
Alabama
$2.25M – – –
KAS
60
Kestra Advisory Services
Texas
$2.19M +$216K +2,041 +11%
FT
61
Fiduciary Trust
Massachusetts
$2.19M – – –
MHIC
62
Marble Harbor Investment Counsel
Massachusetts
$2.09M – – –
TI
63
Truepoint Inc
Ohio
$1.92M – – –
OWA
64
Octavia Wealth Advisors
Ohio
$1.87M +$19K +179 +1%
EFA
65
Edge Financial Advisors
Illinois
$1.69M +$1.69M +15,998 New
KA
66
Klingman & Associates
New York
$1.57M – – –
SQA
67
Simon Quick Advisors
New Jersey
$1.52M -$359K -3,397 -19%
WIM
68
Warwick Investment Management
Texas
$1.49M +$141K +1,337 +10%
GT
69
Greenleaf Trust
Michigan
$1.48M -$22.2K -210 -1%
MECA
70
Miller Equity Capital Advisors
Texas
$1.47M – – –
FW
71
Fairway Wealth
Ohio
$1.46M +$30K +284 +2%
Vanguard Group
72
Vanguard Group
Pennsylvania
$1.4M +$20.6K +195 +1%
HNB
73
Huntington National Bank
Ohio
$1.35M -$1.28M – –
JWCA
74
J.W. Cole Advisors
Florida
$1.34M +$299K +2,835 +29%
RWP
75
RWA Wealth Partners
Massachusetts
$1.32M -$23.7K -224 -2%
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