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

270 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
270
Holders Change
+21
Holders Change %
+8.43%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
44
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K

Top Buyers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$38.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$30.8M
3
AF
3
Allworth Financial
California
$18.4M
4
HFS
4
Hantz Financial Services
Michigan
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$78.7M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$240K
2
PF
2
Phoenix Financial
Israel
$4.96M
3
SIA
3
Soltis Investment Advisors
Utah
$16.5M
4
NCFG
4
New Century Financial Group
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MFIMFI
51
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.51M 33,264 -1,866 -5%
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$3.09M 29,257 -143 -0.5%
CT
53
Coastline Trust
Rhode Island
$3.05M 28,898 +606 +2%
Creative Planning
54
Creative Planning
Kansas
$3.01M 28,515 +542 +2%
KAS
55
Kestra Advisory Services
Texas
$2.82M 26,731 +5,963 +29%
Truist Financial
56
Truist Financial
North Carolina
$2.79M 26,486 +483 +2%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.73M 25,853 -1 -0%
MFWM
58
Motley Fool Wealth Management
Virginia
$2.71M 25,675 +25,675 New
SWM
59
SpringVest Wealth Management
Texas
$2.44M 23,101 +23,101 New
EL
60
EQ LLC
Washington
$2.36M 22,397 +1,050 +5%
WA
61
Waverly Advisors
Alabama
$2.25M 21,299 – –
FT
62
Fiduciary Trust
Massachusetts
$2.19M 20,734 – –
SA
63
SoundView Advisors
Washington
$2.11M 20,034 +20,034 New
MHIC
64
Marble Harbor Investment Counsel
Massachusetts
$2.09M 19,830 – –
1IA
65
1834 Investment Advisors
Wisconsin
$1.93M 18,280 -5,382 -23%
TI
66
Truepoint Inc
Ohio
$1.92M 18,200 – –
OWA
67
Octavia Wealth Advisors
Ohio
$1.85M 17,574 -54 -0.3%
FW
68
Fairway Wealth
Ohio
$1.85M 17,535 +3,690 +27%
WIM
69
Warwick Investment Management
Texas
$1.77M 16,730 +2,591 +18%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.74M 16,511 -8,608 -34%
OPS
71
Orion Portfolio Solutions
Nebraska
$1.74M 16,511 -8,608 -34%
EFA
72
Edge Financial Advisors
Illinois
$1.7M 16,112 +114 +0.7%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$1.68M 15,905 +15,905 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.6M 15,145 +11,086 +273%
KA
75
Klingman & Associates
New York
$1.57M 14,886 -13 -0.1%
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