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

195 hedge funds and large institutions have $730M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
57
Reduced
52
Closed
13
Calls
$195K
Puts
$988K
Net Calls
-$793K
Net Calls Change
-$287K

Top Buyers

1
WAM
1
WNY Asset Management
New York
$16.3M
2
ONB
2
Old National Bancorp
Indiana
$8.61M
3
SIA
3
Soltis Investment Advisors
Utah
$18.2M
4
MCM
4
Manchester Capital Management
Vermont
$3.16M
5
RJA
5
Raymond James & Associates
Florida
$13.7M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$319K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.97M
3
PF
3
Phoenix Financial
Israel
$4.2M
4
SW
4
SVB Wealth
Massachusetts
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$279K -$8.88K -100 -3%
CA
127
CGN Advisors
Kansas
$272K +$51.5K +581 +23%
PA
128
Pinnacle Associates
New York
$272K – – –
TP
129
Tranquility Partners
Tennessee
$268K – – –
PA
130
PFG Advisors
Arizona
$258K -$151K -1,702 -37%
EWM
131
Endurance Wealth Management
Rhode Island
$258K -$13.6K -154 -5%
VPP
132
Vertex Planning Partners
Illinois
$257K – – –
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K +$232K +2,625 +1,058%
GFA
134
Gallagher Fiduciary Advisors
Illinois
$247K -$85.5K -966 -26%
Truist Financial
135
Truist Financial
North Carolina
$246K -$886 -10 -0.4%
WJWM
136
Williams Jones Wealth Management
New York
$243K +$243K +2,748 New
1WM
137
1900 Wealth Management
Texas
$231K +$231K +2,606 New
NL
138
NWAM LLC
Washington
$230K – – –
BPA
139
Beacon Pointe Advisors
California
$223K +$7.53K +85 +3%
BTI
140
Blue Trust Inc
Georgia
$214K +$94.6K +1,115 +79%
CAM
141
Cozad Asset Management
Illinois
$211K +$211K +2,386 New
IA
142
IFP Advisors
Florida
$208K +$25.2K +285 +14%
HWA
143
Heartwood Wealth Advisors
Virginia
$202K +$202K +2,281 New
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$202K +$202K +794 New
BA
145
Bristlecone Advisors
Washington
$182K – – –
HCP
146
Hexagon Capital Partners
Arkansas
$168K – – –
FBC
147
Fairfield, Bush & Co
Connecticut
$166K +$166K +1,880 New
CAL
148
Capital Analysts LLC
Pennsylvania
$137K -$60.6K -687 -31%
WFA
149
WestHill Financial Advisors
California
$135K – – –
WT
150
Washington Trust
Rhode Island
$106K – – –
4 5
6
7 8