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

189 hedge funds and large institutions have $620M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
63
Reduced
43
Closed
12
Calls
$409K
Puts
$114K
Net Calls
+$295K
Net Calls Change
+$295K

Top Buyers

1
GC
1
Gratus Capital
Georgia
$13.4M
2
WAM
2
WNY Asset Management
New York
$10.4M
3
CAN
3
Cetera Advisor Networks
California
$11.1M
4
Bank of America
4
Bank of America
North Carolina
$46.1M
5
DADC
5
D.A. Davidson & Co
Montana
$7.89M

Top Sellers

1
B
1
Bridgeworth
Alabama
$12.9M
2
SI
2
Stephens Inc
Arkansas
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$260K – – –
SCM
127
Stordahl Capital Management
Colorado
$256K +$5.73K +70 +2%
EWM
128
Endurance Wealth Management
Rhode Island
$251K +$4.42K +54 +2%
PA
129
Pinnacle Associates
New York
$251K – – –
TP
130
Tranquility Partners
Tennessee
$247K – – –
VPP
131
Vertex Planning Partners
Illinois
$237K +$237K +2,900 New
Truist Financial
132
Truist Financial
North Carolina
$227K – – –
BRWA
133
B. Riley Wealth Advisors
Florida
$213K +$213K +2,600 New
NL
134
NWAM LLC
Washington
$213K +$213K +2,600 New
RJT
135
Raymond James Trust
Florida
$205K +$205K +2,504 New
Prudential Financial
136
Prudential Financial
New Jersey
$202K +$202K +2,474 New
RBC
137
Roble Belko & Company
Pennsylvania
$179K – – –
HCP
138
Hexagon Capital Partners
Arkansas
$155K – – –
WFA
139
WestHill Financial Advisors
California
$127K – – –
IA
140
IFP Advisors
Florida
$113K – – –
ASN
141
Advisory Services Network
Georgia
$103K +$103K +1,258 New
WT
142
Washington Trust
Rhode Island
$98.1K – – –
ACA
143
Atlas Capital Advisors
Wyoming
$88.3K -$491 -6 -0.6%
BC
144
Barrett & Company
Rhode Island
$87.3K – – –
EWA
145
EverSource Wealth Advisors
Alabama
$85.9K – – –
OIA
146
Optimum Investment Advisors
Illinois
$81.8K – – –
CDIA
147
Capital Directions Investment Advisors
Georgia
$81K +$81K +990 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$80.1K – – –
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$80K +$80K +978 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$73.6K +$654 +8 +0.9%
4 5
6
7 8