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

195 hedge funds and large institutions have $730M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
57
Reduced
52
Closed
13
Calls
$195K
Puts
$988K
Net Calls
-$793K
Net Calls Change
-$287K

Top Buyers

1
WAM
1
WNY Asset Management
New York
$16.3M
2
ONB
2
Old National Bancorp
Indiana
$8.61M
3
SIA
3
Soltis Investment Advisors
Utah
$18.2M
4
MCM
4
Manchester Capital Management
Vermont
$3.16M
5
RJA
5
Raymond James & Associates
Florida
$13.7M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$319K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.97M
3
PF
3
Phoenix Financial
Israel
$4.2M
4
SW
4
SVB Wealth
Massachusetts
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Anson Capital
Georgia
$945K -$62.6K -707 -6%
GT
77
Greenleaf Trust
Michigan
$929K -$12.3K -139 -1%
SFA
78
Source Financial Advisors
New York
$915K -$5.23K -59 -0.6%
P
79
Pitcairn
Pennsylvania
$891K – – –
SFS
80
Summit Financial Strategies
Ohio
$883K – – –
SN
81
Sittner & Nelson
Oregon
$875K – – –
FNBOO
82
First National Bank of Omaha
Nebraska
$865K – – –
RRC
83
Relaxing Retirement Coach
Massachusetts
$825K – – –
TI
84
Truepoint Inc
Ohio
$806K – – –
CWM
85
Castle Wealth Management
Florida
$783K -$364K -4,096 -32%
AWS
86
Atria Wealth Solutions
New York
$708K +$9.77K +110 +1%
FTS
87
Fifth Third Securities
Ohio
$708K -$221K -2,501 -24%
PPW
88
PACK Private Wealth
Minnesota
$694K +$1.51K +17 +0.2%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$691K -$144K -1,626 -17%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$679K – – –
VA
91
Valmark Advisers
Ohio
$670K -$3.9K -44 -0.6%
ORC
92
O'Rourke & Company
Massachusetts
$668K – – –
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$658K – – –
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$635K – – –
RJT
95
Raymond James Trust
Florida
$614K +$389K +4,398 +173%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$593K +$132K +1,496 +29%
AT
97
American Trust
Kentucky
$586K +$5.4K +61 +0.9%
WCFA
98
Walkner Condon Financial Advisors
Wisconsin
$562K – – –
VF
99
Virtu Financial
New York
$547K +$12.4K +140 +2%
THWM
100
Taylor Hoffman Wealth Management
Virginia
$543K +$2.39K +27 +0.4%
2 3
4
5 6