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

191 hedge funds and large institutions have $686M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 160 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
160
Reduced
8
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$83M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
GC
5
Gratus Capital
Georgia
$26.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
PA
3
PFG Advisors
Arizona
$391K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$189K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
THWM
101
Taylor Hoffman Wealth Management
Virginia
$517K 6,109 +3,126 +105%
SVWAG
102
Sound View Wealth Advisors Group
Georgia
$517K 6,104 -442 -7%
VF
103
Virtu Financial
New York
$511K 6,037 +3,513 +139%
AIP
104
Ameritas Investment Partners
Nebraska
$494K 5,835 +2,876 +97%
IF
105
IRON Financial
Illinois
$454K 5,364 +2,689 +101%
Northern Trust
106
Northern Trust
Illinois
$446K 5,270 +3,152 +149%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$440K 5,200 +2,640 +103%
PSP
108
Pacific Sage Partners
Washington
$439K 5,182 +5,182 New
CCWM
109
Cassaday & Co Wealth Management
Virginia
$434K 5,123 +5,123 New
RWRC
110
R.W. Roge & Company
New York
$427K 5,047 +2,523 +100%
MGIA
111
Moneta Group Investment Advisors
Missouri
$407K 4,801 +2,915 +155%
PA
112
PFG Advisors
Arizona
$391K 4,621 -10,046 -68%
CFS
113
CRA Financial Services
New Jersey
$387K 4,568 +2,284 +100%
VP
114
Verum Partners
North Carolina
$381K 4,494 +2,245 +100%
TF
115
TIAA FSB
Florida
$344K 4,066 +2,033 +100%
GFA
116
Gallagher Fiduciary Advisors
Illinois
$318K 3,760 +3,760 New
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$296K 3,501 +1,755 +101%
CT
118
Cambridge Trust
Massachusetts
$294K 3,466 +1,733 +100%
DWT
119
Dorsey & Whitney Trust
South Dakota
$293K 3,460 +1,421 +70%
1SB
120
1ST Source Bank
Indiana
$288K 3,404 +3,404 New
KSWA
121
Kathleen S. Wright Associates
Pennsylvania
$283K 3,338 +1,427 +75%
SCM
122
Stordahl Capital Management
Colorado
$277K 3,270 +1,706 +109%
IWM
123
IHT Wealth Management
Illinois
$277K 3,268 +1,679 +106%
BRWA
124
B. Riley Wealth Advisors
Florida
$275K 3,243 +1,943 +149%
RMDI
125
R.M. Davis Inc
Maine
$273K 3,228 +1,494 +86%
3 4
5
6 7