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

191 hedge funds and large institutions have $686M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 160 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
160
Reduced
8
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$83M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
GC
5
Gratus Capital
Georgia
$26.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
PA
3
PFG Advisors
Arizona
$391K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$189K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
76
Sax Wealth Advisors
New Jersey
$958K 11,315 +5,660 +100%
GT
77
Greenleaf Trust
Michigan
$900K 10,630 +5,628 +113%
FTS
78
Fifth Third Securities
Ohio
$888K 10,492 +5,026 +92%
SFA
79
Source Financial Advisors
New York
$880K 10,395 +4,207 +68%
P
80
Pitcairn
Pennsylvania
$852K 10,060 +10,060 New
SFS
81
Summit Financial Strategies
Ohio
$844K 9,966 +4,983 +100%
SN
82
Sittner & Nelson
Oregon
$837K 9,880 +4,940 +100%
FNBOO
83
First National Bank of Omaha
Nebraska
$827K 9,768 +4,884 +100%
HFW
84
Horizon Family Wealth
Illinois
$805K 9,504 +4,791 +102%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$798K 9,426 +4,564 +94%
RRC
86
Relaxing Retirement Coach
Massachusetts
$789K 9,314 +4,657 +100%
TI
87
Truepoint Inc
Ohio
$771K 9,100 +4,550 +100%
RWP
88
RWA Wealth Partners
Massachusetts
$759K 8,958 +4,479 +100%
AWS
89
Atria Wealth Solutions
New York
$665K 7,859 +4,553 +138%
PPW
90
PACK Private Wealth
Minnesota
$663K 7,824 +3,912 +100%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$649K 7,664 +3,747 +96%
VA
92
Valmark Advisers
Ohio
$644K 7,608 +4,016 +112%
ORC
93
O'Rourke & Company
Massachusetts
$639K 7,546 +3,690 +96%
IC
94
IEQ Capital
California
$633K 7,476 +3,738 +100%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$624K 7,487 +1,117 +18%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$608K 7,176 +3,762 +110%
FHA
97
Flagship Harbor Advisors
Massachusetts
$598K 7,066 +3,533 +100%
AT
98
American Trust
Kentucky
$551K 6,552 +6,552 New
WCFA
99
Walkner Condon Financial Advisors
Wisconsin
$537K 6,345 +3,172 +100%
AF
100
Affiance Financial
Minnesota
$524K 6,190 +3,095 +100%
2 3
4
5 6