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

198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73.2M
2
PFO
2
Pathstone Family Office
New Jersey
$8.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.09M
4
LPL Financial
4
LPL Financial
California
$26.4M
5
Truist Financial
5
Truist Financial
North Carolina
$1.77M

Top Sellers

1
KHLMVGHM
1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.1M
2
MIH
2
Meitav Investment House
Israel
$20.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
126
Dorsey & Whitney Trust
South Dakota
$292K – – –
CT
127
Cambridge Trust
Massachusetts
$290K -$2.87K -34 -1%
1SB
128
1ST Source Bank
Indiana
$288K – – –
AAS
129
Avantax Advisory Services
Texas
$287K +$287K +3,392 New
KSWA
130
Kathleen S. Wright Associates
Pennsylvania
$284K +$1.01K +12 +0.4%
IWM
131
IHT Wealth Management
Illinois
$279K -$14.6K -173 -5%
RMDI
132
R.M. Davis Inc
Maine
$273K – – –
SMA
133
Sage Mountain Advisors
Georgia
$273K +$273K +3,226 New
CA
134
CGN Advisors
Kansas
$264K +$4.82K +57 +2%
PA
135
Pinnacle Associates
New York
$263K +$4.23K +50 +2%
BWM
136
Benchmark Wealth Management
Connecticut
$258K -$18.2K -215 -7%
CAG
137
Crestwood Advisors Group
Massachusetts
$246K +$246K +2,914 New
VPP
138
Vertex Planning Partners
Illinois
$245K – – –
BPA
139
Beacon Pointe Advisors
California
$241K +$27.8K +329 +13%
NW
140
NewEdge Wealth
Pennsylvania
$239K +$239K +2,826 New
GFA
141
Gallagher Fiduciary Advisors
Illinois
$224K -$12.5K -148 -5%
Renaissance Technologies
142
Renaissance Technologies
New York
$220K +$220K +2,600 New
NL
143
NWAM LLC
Washington
$220K – – –
BRWA
144
B. Riley Wealth Advisors
Florida
$212K -$54K -637 -20%
Corient Private Wealth
145
Corient Private Wealth
Florida
$204K +$204K +2,411 New
CAM
146
Cozad Asset Management
Illinois
$202K – – –
SPC
147
Sigma Planning Corp
Michigan
$201K +$201K +2,373 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$199K +$123K +1,459 +163%
IA
149
IFP Advisors
Florida
$192K -$6.42K -76 -3%
TPCW
150
TD Private Client Wealth
New York
$166K +$125K +1,481 +308%
4 5
6
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