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

233 hedge funds and large institutions have $910M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
30
Increased
88
Reduced
53
Closed
15
Calls
$577K
Puts
–
Net Calls
+$577K
Net Calls Change
+$577K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.7M
2
Bank of America
2
Bank of America
North Carolina
$115M
3
UBS Group
3
UBS Group
Switzerland
$56.8M
4
ST
4
Sentinel Trust
Texas
$7.94M
5
APC
5
Asset Planning Corporation
Tennessee
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
GC
2
Gratus Capital
Georgia
$261K
3
MIH
3
Meitav Investment House
Israel
$0
4
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$92.7M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$400K 3,882 +113 +3%
BPA
127
Beacon Pointe Advisors
California
$393K 3,818 +580 +18%
AF
128
Advisornet Financial
Minnesota
$374K 3,634 +2,300 +172%
CPIG
129
Chicago Partners Investment Group
Illinois
$368K 3,745 +4 +0.1%
NEPWA
130
New England Private Wealth Advisors
Massachusetts
$363K 3,547 +9 +0.3%
DWT
131
Dorsey & Whitney Trust
South Dakota
$356K 3,460 – –
1SB
132
1ST Source Bank
Indiana
$351K 3,404 – –
KSWA
133
Kathleen S. Wright Associates
Pennsylvania
$338K 3,284 +5 +0.2%
PS
134
Principal Securities
Iowa
$337K 3,267 +924 +39%
SMA
135
Sage Mountain Advisors
Georgia
$332K 3,226 – –
PA
136
Pinnacle Associates
New York
$324K 3,141 +25 +0.8%
EFG
137
Embree Financial Group
Illinois
$315K 3,062 +6 +0.2%
TFS
138
Thoroughbred Financial Services
Tennessee
$314K 3,054 +3,054 New
WPW
139
Waldron Private Wealth
Pennsylvania
$314K 3,044 – –
CWM
140
Chemistry Wealth Management
New York
$313K 3,040 – –
BWM
141
Benchmark Wealth Management
Connecticut
$307K 2,983 +58 +2%
CAG
142
Crestwood Advisors Group
Massachusetts
$299K 2,904 -10 -0.3%
IWM
143
IHT Wealth Management
Illinois
$299K 2,904 – –
VPP
144
Vertex Planning Partners
Illinois
$299K 2,900 – –
SPC
145
Sigma Planning Corp
Michigan
$289K 2,800 +2,800 New
TPCW
146
TD Private Client Wealth
New York
$282K 2,740 -17 -0.6%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$281K 2,731 -9,248 -77%
NW
148
NewEdge Wealth
Pennsylvania
$280K 2,850 +24 +0.8%
CT
149
Cambridge Trust
Massachusetts
$278K 2,701 -731 -21%
GVAG
150
Great Valley Advisor Group
Delaware
$276K 2,675 +95 +4%
4 5
6
7 8