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

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
33
Increased
83
Reduced
60
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$370K

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$12.7M
2
FF
2
Francis Financial
$14.4M
3
Bank of America
3
Bank of America
North Carolina
$131M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$44.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$18.2M
2
WAM
2
WNY Asset Management
New York
$14.2M
3
1IA
3
1834 Investment Advisors
Wisconsin
$2.5M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$6.9M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
101
O'Rourke & Company
Massachusetts
$779K +$634 +6 +0.1%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$763K +$38.7K +366 +5%
TCWA
103
Turtle Creek Wealth Advisors
Texas
$753K – – –
FTS
104
Fifth Third Securities
Ohio
$744K -$14.2K -134 -2%
SVWAG
105
Sound View Wealth Advisors Group
Georgia
$736K +$95.8K +907 +15%
RJT
106
Raymond James Trust
Florida
$735K -$70.2K -665 -9%
MCWS
107
McKinley Carter Wealth Services
West Virginia
$734K – – –
BCWM
108
Bartlett & Co Wealth Management
Ohio
$729K -$9.86K -93 -1%
WANY
109
Wealthspire Advisors (New York)
New York
$727K +$133K +1,260 +22%
MCM
110
Manchester Capital Management
Vermont
$685K -$280K -2,652 -29%
HA
111
Hanover Advisors
South Carolina
$684K +$9.93K +94 +1%
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$677K -$13.2K -125 -2%
CWM
113
Castle Wealth Management
Florida
$671K -$7.42K -70 -1%
SHF
114
Stage Harbor Financial
Massachusetts
$656K +$656K +6,146 New
ESB
115
Essex Savings Bank
Connecticut
$649K +$649K +6,146 New
AIP
116
Ameritas Investment Partners
Nebraska
$629K +$1.48K +14 +0.2%
THCM
117
Taylor Hoffman Capital Management
Virginia
$617K +$617K +5,886 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$583K -$106 -1 -0%
IF
119
IRON Financial
Illinois
$576K +$2.01K +19 +0.3%
FHA
120
Flagship Harbor Advisors
Massachusetts
$540K +$540K +5,112 New
AF
121
Affiance Financial
Minnesota
$531K – – –
CFS
122
CRA Financial Services
New Jersey
$489K – – –
SCM
123
Stordahl Capital Management
Colorado
$469K -$3.04K -29 -0.6%
GS
124
GTS Securities
New York
$468K -$1.27K -12 -0.3%
Corient Private Wealth
125
Corient Private Wealth
Florida
$462K +$147K +1,392 +47%
3 4
5
6 7