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

232 hedge funds and large institutions have $873M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
57
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$12.9M
2
FF
2
Francis Financial
$7.09M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
ECM
4
Evergreen Capital Management
Washington
$4.77M
5
SIA
5
Soltis Investment Advisors
Utah
$23.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.6M
2
ES
2
Eagle Strategies
New York
$0
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
Wells Fargo
4
Wells Fargo
California
$17.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$1.11M +$9.92K +100 +0.9%
SN
77
Sittner & Nelson
Oregon
$1.1M – – –
VF
78
Virtu Financial
New York
$1.09M +$1.09M +10,999 New
ZF
79
Zhang Financial
Michigan
$1.06M – – –
SWM
80
Spire Wealth Management
Virginia
$1.06M -$141K -1,418 -12%
AI
81
Atria Investments
North Carolina
$1.06M -$323K -3,264 -23%
WCM
82
WealthBridge Capital Management
Ohio
$1.06M -$234K -2,362 -18%
NGA
83
Naples Global Advisors
Florida
$1.02M – – –
P
84
Pitcairn
Pennsylvania
$997K – – –
SFS
85
Summit Financial Strategies
Ohio
$988K – – –
JWCA
86
J.W. Cole Advisors
Florida
$979K -$703K -7,096 -42%
SFA
87
Source Financial Advisors
New York
$916K +$9.81K +99 +1%
MCM
88
Manchester Capital Management
Vermont
$906K -$2.17M -21,900 -71%
VA
89
Valmark Advisers
Ohio
$854K -$12K -121 -1%
PPW
90
PACK Private Wealth
Minnesota
$837K +$7.43K +75 +0.9%
P
91
&Partners
Tennessee
$794K +$794K +8,007 New
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$758K -$1.78K -18 -0.2%
RJT
93
Raymond James Trust
Florida
$755K +$72.8K +735 +11%
ORC
94
O'Rourke & Company
Massachusetts
$730K – – –
GVAG
95
Great Valley Advisor Group
Delaware
$719K +$453K +4,575 +171%
SA
96
Sanctuary Advisors
Indiana
$714K +$714K +7,292 New
FTS
97
Fifth Third Securities
Ohio
$714K -$497 -5 -0.1%
TCWA
98
Turtle Creek Wealth Advisors
Texas
$707K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$694K -$75.5K -762 -10%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$694K -$828K -8,319 -54%
2 3
4
5 6