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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 %
PAS
101
Park Avenue Securities
New York
$893K 8,468 +8,468 New
VA
102
Valmark Advisers
Ohio
$890K 8,433 -71 -0.8%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$795K 7,535 +96 +1%
GVAG
104
Great Valley Advisor Group
Delaware
$787K 7,457 – –
BCWM
105
Bartlett & Co Wealth Management
Ohio
$769K 7,288 +409 +6%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$744K 7,048 -180 -2%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$738K 6,997 +28 +0.4%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$737K 6,541 -1,129 -15%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$733K 6,949 – –
ORC
110
O'Rourke & Company
Massachusetts
$729K 6,907 -468 -6%
FTS
111
Fifth Third Securities
Ohio
$708K 6,708 -333 -5%
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$706K 6,696 +291 +5%
MCM
113
Manchester Capital Management
Vermont
$684K 6,488 – –
LFAS
114
Level Four Advisory Services
Texas
$679K 6,439 -4,862 -43%
WANY
115
Wealthspire Advisors (New York)
New York
$661K 6,262 -619 -9%
ESB
116
Essex Savings Bank
Connecticut
$648K 6,146 – –
SHF
117
Stage Harbor Financial
Massachusetts
$648K 6,146 – –
CWM
118
Castle Wealth Management
Florida
$630K 5,975 -360 -6%
AAS
119
Avantax Advisory Services
Texas
$630K 5,975 +2,179 +57%
HA
120
Hanover Advisors
South Carolina
$624K 5,911 -563 -9%
THCM
121
Taylor Hoffman Capital Management
Virginia
$619K 5,867 -19 -0.3%
AIP
122
Ameritas Investment Partners
Nebraska
$619K 5,865 -89 -1%
CIA
123
Concurrent Investment Advisors
Florida
$603K 5,719 +5,719 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$583K 5,529 +7 +0.1%
IF
125
IRON Financial
Illinois
$579K 5,489 +38 +0.7%
3 4
5
6 7