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

191 hedge funds and large institutions have $686M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 160 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
160
Reduced
8
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$83M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
GC
5
Gratus Capital
Georgia
$26.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
PA
3
PFG Advisors
Arizona
$391K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$189K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$272K 2,061 +1,208 +142%
EWM
127
Endurance Wealth Management
Rhode Island
$260K 3,068 +1,534 +100%
PA
128
Pinnacle Associates
New York
$260K 3,066 +1,533 +100%
TP
129
Tranquility Partners
Tennessee
$256K 3,024 +1,512 +100%
BWM
130
Benchmark Wealth Management
Connecticut
$253K 3,018 +714 +31%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$248K 2,933 +2,933 New
VPP
132
Vertex Planning Partners
Illinois
$246K 2,900 +1,450 +100%
Truist Financial
133
Truist Financial
North Carolina
$236K 2,790 +1,400 +101%
BTI
134
Blue Trust Inc
Georgia
$230K 1,407 -521 -27%
NL
135
NWAM LLC
Washington
$220K 2,600 +1,300 +100%
RJT
136
Raymond James Trust
Florida
$215K 2,537 +1,285 +103%
CA
137
CGN Advisors
Kansas
$211K 2,488 +807 +48%
BPA
138
Beacon Pointe Advisors
California
$206K 2,435 +2,435 New
Corient Private Wealth
139
Corient Private Wealth
Florida
$204K 2,409 +2,409 New
CAL
140
Capital Analysts LLC
Pennsylvania
$189K 2,239 -9,653 -81%
RBC
141
Roble Belko & Company
Pennsylvania
$186K 2,192 +1,096 +100%
BA
142
Bristlecone Advisors
Washington
$174K 2,058 +2,058 New
HCP
143
Hexagon Capital Partners
Arkansas
$161K 1,900 +950 +100%
WFA
144
WestHill Financial Advisors
California
$129K 1,524 +746 +96%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$120K 1,414 +1,414 New
ASN
146
Advisory Services Network
Georgia
$107K 1,259 +630 +100%
WT
147
Washington Trust
Rhode Island
$102K 1,200 +600 +100%
GRP
148
Global Retirement Partners
California
$98.5K 1,190 +954 +404%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$91.6K 1,082 +592 +121%
BC
150
Barrett & Company
Rhode Island
$90.4K 1,068 +534 +100%
4 5
6
7 8