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

174 hedge funds and large institutions have $561M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
52
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bridgeworth
Alabama
$36.1M
2
Barclays
2
Barclays
United Kingdom
$7.43M
3
Bank of America
3
Bank of America
North Carolina
$37.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.5M
5
Wells Fargo
5
Wells Fargo
California
$16.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$669K
2
HNB
2
Huntington National Bank
Ohio
$1.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.3M
4
EH
4
Equitable Holdings
New York
$287K
5
CT
5
Coastline Trust
Rhode Island
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$761K +$21.1K +284 +3%
CWM
77
Cornerstone Wealth Management
Missouri
$740K +$740K +9,958 New
SN
78
Sittner & Nelson
Oregon
$734K – – –
FNBOO
79
First National Bank of Omaha
Nebraska
$726K – – –
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$721K +$260K +3,504 +57%
SFS
81
Summit Financial Strategies
Ohio
$704K +$17.2K +232 +3%
RRC
82
Relaxing Retirement Coach
Massachusetts
$691K – – –
APA
83
American Portfolios Advisors
New York
$678K -$10.6K -142 -2%
TI
84
Truepoint Inc
Ohio
$676K – – –
Cerity Partners
85
Cerity Partners
New York
$669K -$1.46M -19,642 -69%
RWP
86
RWA Wealth Partners
Massachusetts
$666K -$133K -1,788 -17%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$665K +$375K +5,038 +129%
HFW
88
Horizon Family Wealth
Illinois
$642K -$193K -2,592 -23%
THWM
89
Taylor Hoffman Wealth Management
Virginia
$594K -$4.01K -54 -0.7%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$582K – – –
ORC
91
O'Rourke & Company
Massachusetts
$572K -$13.5K -182 -2%
FHA
92
Flagship Harbor Advisors
Massachusetts
$553K – – –
PPW
93
PACK Private Wealth
Minnesota
$510K – – –
AWS
94
Atria Wealth Solutions
New York
$498K – – –
AF
95
Affiance Financial
Minnesota
$465K -$13.5K -182 -3%
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
$464K – – –
SWM
97
Spire Wealth Management
Virginia
$464K +$331K +4,458 +250%
WANY
98
Wealthspire Advisors (New York)
New York
$440K +$440K +5,920 New
F
99
F3Logic
Minnesota
$438K -$170K -2,322 -28%
LFAS
100
Level Four Advisory Services
Texas
$438K +$11.6K +156 +3%
2 3
4
5 6