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

270 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
270
Holders Change
+21
Holders Change %
+8.43%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
44
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K

Top Buyers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$38.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$30.8M
3
AF
3
Allworth Financial
California
$18.4M
4
HFS
4
Hantz Financial Services
Michigan
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$78.7M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$240K
2
PF
2
Phoenix Financial
Israel
$4.96M
3
SIA
3
Soltis Investment Advisors
Utah
$16.5M
4
NCFG
4
New Century Financial Group
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MECA
76
Miller Equity Capital Advisors
Texas
$1.47M 13,920 – –
GT
77
Greenleaf Trust
Michigan
$1.43M 13,562 -405 -3%
Vanguard Group
78
Vanguard Group
Pennsylvania
$1.41M 13,408 +182 +1%
HNB
79
Huntington National Bank
Ohio
– – – –
RWP
80
RWA Wealth Partners
Massachusetts
$1.29M 12,252 -221 -2%
BFG
81
Bleakley Financial Group
New Jersey
$1.29M 12,234 +275 +2%
JWCA
82
J.W. Cole Advisors
Florida
$1.25M 11,892 -818 -6%
P
83
&Partners
Tennessee
$1.24M 11,661 +3,314 +40%
FB
84
First Bancorp
Maine
$1.21M 11,487 – –
SWA
85
Sax Wealth Advisors
New Jersey
$1.2M 11,353 +6 +0.1%
MHS
86
M Holdings Securities
Oregon
$1.19M 11,282 +11,282 New
AC
87
Anson Capital
Georgia
$1.18M 11,207 +367 +3%
SN
88
Sittner & Nelson
Oregon
$1.17M 11,050 – –
RDFA
89
Ritter Daniher Financial Advisory
Ohio
$1.16M 11,039 -28 -0.3%
FSA
90
Fort Sheridan Advisors
Illinois
$1.16M 10,982 +2,448 +29%
WCM
91
WealthBridge Capital Management
Ohio
$1.13M 10,745 +32 +0.3%
AI
92
Atria Investments
North Carolina
$1.13M 10,739 +26 +0.2%
SQA
93
Simon Quick Advisors
New Jersey
$1.11M 10,499 -3,932 -27%
NGA
94
Naples Global Advisors
Florida
$1.07M 10,165 -50 -0.5%
P
95
Pitcairn
Pennsylvania
$1.06M 10,060 – –
SFS
96
Summit Financial Strategies
Ohio
$1.05M 9,954 – –
SWM
97
Spire Wealth Management
Virginia
$1.03M 9,753 -612 -6%
ZF
98
Zhang Financial
Michigan
$1.03M 9,716 +5 +0.1%
SA
99
Sanctuary Advisors
Indiana
$963K 8,708 -153 -2%
PPW
100
PACK Private Wealth
Minnesota
$895K 8,485 – –
2 3
4
5 6