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

221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$209M
2
Bank of America
2
Bank of America
North Carolina
$94.1M
3
Northern Trust
3
Northern Trust
Illinois
$6.25M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.1M
5
GA
5
Gateway Advisory
New Jersey
$3.02M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$19.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.76M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
101
Zhang Financial
Michigan
$696K +$358K +3,808 +106%
ORC
102
O'Rourke & Company
Massachusetts
$692K +$658 +7 +0.1%
TCWA
103
Turtle Creek Wealth Advisors
Texas
$670K +$670K +7,133 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$669K +$33.2K +353 +5%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$666K – – –
RJT
106
Raymond James Trust
Florida
$652K – – –
AT
107
American Trust
Kentucky
$622K +$18.7K +199 +3%
SVWAG
108
Sound View Wealth Advisors Group
Georgia
$615K +$24.5K +261 +4%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$611K +$41.4K +441 +7%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$610K -$57.9K -616 -9%
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$596K +$6.58K +70 +1%
HA
112
Hanover Advisors
South Carolina
$590K +$590K +6,280 New
THWM
113
Taylor Hoffman Wealth Management
Virginia
$562K -$16.6K -177 -3%
AIP
114
Ameritas Investment Partners
Nebraska
$557K +$1.03K +11 +0.2%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$520K +$520K +5,529 New
IF
116
IRON Financial
Illinois
$509K +$3.85K +41 +0.8%
PSP
117
Pacific Sage Partners
Washington
$487K – – –
FHA
118
Flagship Harbor Advisors
Massachusetts
$484K +$94 +1 +0%
AF
119
Affiance Financial
Minnesota
$473K -$76.8K -817 -14%
CFS
120
CRA Financial Services
New Jersey
$435K – – –
GS
121
GTS Securities
New York
$430K -$180K -1,916 -30%
VP
122
Verum Partners
North Carolina
$425K +$1.6K +17 +0.4%
Comerica Bank
123
Comerica Bank
Texas
$404K +$18K +192 +5%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$400K -$376 -4 -0.1%
RWRC
125
R.W. Roge & Company
New York
$398K -$4.7K -50 -1%
3 4
5
6 7