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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 %
HA
101
Hanover Advisors
South Carolina
$750K 7,280 +1,000 +16%
FTS
102
Fifth Third Securities
Ohio
$740K 7,180 -474 -6%
TCWA
103
Turtle Creek Wealth Advisors
Texas
$735K 7,133 – –
MCWS
104
McKinley Carter Wealth Services
West Virginia
$730K 7,084 – –
CWM
105
Castle Wealth Management
Florida
$718K 6,973 -560 -7%
RJT
106
Raymond James Trust
Florida
$709K 6,885 -50 -0.7%
WCFA
107
Walkner Condon Financial Advisors
Wisconsin
$673K 6,530 +185 +3%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$658K 6,386 -115 -2%
SVWAG
109
Sound View Wealth Advisors Group
Georgia
$624K 6,062 -484 -7%
THWM
110
Taylor Hoffman Wealth Management
Virginia
$620K 6,021 +42 +0.7%
AIP
111
Ameritas Investment Partners
Nebraska
$613K 5,955 +33 +0.6%
WANY
112
Wealthspire Advisors (New York)
New York
$585K 5,681 -5,941 -51%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$569K 5,523 -970 -15%
IF
114
IRON Financial
Illinois
$560K 5,432 +11 +0.2%
PSP
115
Pacific Sage Partners
Washington
$534K 5,182 – –
FHA
116
Flagship Harbor Advisors
Massachusetts
$526K 5,111 -41 -0.8%
AF
117
Affiance Financial
Minnesota
$518K 5,030 – –
MGIA
118
Moneta Group Investment Advisors
Missouri
$488K 4,738 -3,992 -46%
1WM
119
1900 Wealth Management
Texas
$487K 4,723 +672 +17%
CFS
120
CRA Financial Services
New Jersey
$477K 4,628 – –
GS
121
GTS Securities
New York
$471K 4,573 – –
Comerica Bank
122
Comerica Bank
Texas
$447K 4,337 +40 +0.9%
SCM
123
Stordahl Capital Management
Colorado
$445K 4,321 +419 +11%
RWRC
124
R.W. Roge & Company
New York
$434K 4,207 -32 -0.8%
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$419K 4,066 – –
3 4
5
6 7