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

233 hedge funds and large institutions have $910M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
88
Reduced
53
Closed
15
Calls
$577K
Puts
–
Net Calls
+$577K
Net Calls Change
+$577K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.7M
2
Bank of America
2
Bank of America
North Carolina
$115M
3
UBS Group
3
UBS Group
Switzerland
$56.8M
4
ST
4
Sentinel Trust
Texas
$7.94M
5
APC
5
Asset Planning Corporation
Tennessee
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
GC
2
Gratus Capital
Georgia
$261K
3
MIH
3
Meitav Investment House
Israel
$0
4
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$92.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
76
RWA Wealth Partners
Massachusetts
$1.29M 12,476 – –
FB
77
First Bancorp
Maine
$1.28M 12,420 – –
SWM
78
Spire Wealth Management
Virginia
$1.25M 12,142 -767 -6%
AC
79
Anson Capital
Georgia
$1.21M 11,793 -253 -2%
SWA
80
Sax Wealth Advisors
New Jersey
$1.17M 11,340 +5 +0%
MHS
81
M Holdings Securities
Oregon
$1.16M 11,282 – –
SN
82
Sittner & Nelson
Oregon
$1.14M 11,050 -236 -2%
RDFA
83
Ritter Daniher Financial Advisory
Ohio
$1.14M 11,050 – –
ZF
84
Zhang Financial
Michigan
$1.1M 10,727 +3,319 +45%
LFAS
85
Level Four Advisory Services
Texas
$1.09M 11,613 – –
SC
86
Savant Capital
Illinois
$1.08M 10,493 +3 +0%
NGA
87
Naples Global Advisors
Florida
$1.05M 10,215 – –
P
88
Pitcairn
Pennsylvania
$1.04M 10,060 – –
SFS
89
Summit Financial Strategies
Ohio
$1.03M 9,973 +7 +0.1%
FF
90
Francis Financial
$1.01M 9,772 +9,772 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$961K 9,334 +3,805 +69%
SFA
92
Source Financial Advisors
New York
$941K 9,139 +200 +2%
VA
93
Valmark Advisers
Ohio
$900K 8,737 -740 -8%
Jane Street
94
Jane Street
New York
$874K 8,488 +8,488 New
AWS
95
Atria Wealth Solutions
New York
$868K 8,425 -166 -2%
PPW
96
PACK Private Wealth
Minnesota
$863K 8,373 +28 +0.3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$799K 7,760 +646 +9%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$790K 7,668 +75 +1%
EFA
99
Edge Financial Advisors
Illinois
$762K 7,319 +7,319 New
ORC
100
O'Rourke & Company
Massachusetts
$759K 7,369 +4 +0.1%
2 3
4
5 6