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Vanguard S&P Mid-Cap 400 ETF

198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
76
Anson Capital
Georgia
$906K +$3.64K +43 +0.4%
SC
77
Savant Capital
Illinois
$897K +$897K +10,610 New
GT
78
Greenleaf Trust
Michigan
$887K
NGA
79
Naples Global Advisors
Florida
$877K -$48.7K -575 -5%
P
80
Pitcairn
Pennsylvania
$850K
SFS
81
Summit Financial Strategies
Ohio
$842K
SN
82
Sittner & Nelson
Oregon
$835K
TI
83
Truepoint Inc
Ohio
$769K
Citadel Advisors
84
Citadel Advisors
Florida
$757K +$757K +8,952 New
CWM
85
Castle Wealth Management
Florida
$720K -$27.4K -323 -4%
SFA
86
Source Financial Advisors
New York
$709K -$165K -1,953 -19%
AWS
87
Atria Wealth Solutions
New York
$674K -$1.53K -18 -0.2%
FTS
88
Fifth Third Securities
Ohio
$671K -$6.78K -80 -1%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$660K +$169 +2 +0%
PPW
90
PACK Private Wealth
Minnesota
$658K +$4.09K +49 +0.6%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$641K +$5.43K +64 +0.9%
VA
92
Valmark Advisers
Ohio
$637K -$2.62K -31 -0.4%
ORC
93
O'Rourke & Company
Massachusetts
$622K -$15.9K -188 -2%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$601K -$5.66K -67 -0.9%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$599K -$49K -580 -8%
RJT
96
Raymond James Trust
Florida
$586K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$572K +$5.5K +65 +1%
GS
98
GTS Securities
New York
$549K -$2.05M -24,273 -79%
NA
99
NewEdge Advisors
Louisiana
$548K +$543K +6,418 +9,438%
AT
100
American Trust
Kentucky
$543K -$16.1K -190 -3%