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

232 hedge funds and large institutions have $873M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
57
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$12.9M
2
FF
2
Francis Financial
$7.09M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
ECM
4
Evergreen Capital Management
Washington
$4.77M
5
SIA
5
Soltis Investment Advisors
Utah
$23.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.6M
2
ES
2
Eagle Strategies
New York
$0
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
Wells Fargo
4
Wells Fargo
California
$17.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
126
New England Private Wealth Advisors
Massachusetts
$351K -$99 -1 -0%
AF
127
Advisornet Financial
Minnesota
$349K -$10.9K -110 -3%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$346K +$75.5K +762 +28%
DWT
129
Dorsey & Whitney Trust
South Dakota
$343K – – –
1SB
130
1ST Source Bank
Indiana
$337K – – –
KSWA
131
Kathleen S. Wright Associates
Pennsylvania
$325K – – –
SMA
132
Sage Mountain Advisors
Georgia
$320K – – –
TFS
133
Thoroughbred Financial Services
Tennessee
$312K +$9.7K +98 +3%
PA
134
Pinnacle Associates
New York
$311K – – –
PS
135
Principal Securities
Iowa
$311K -$13.1K -132 -4%
EFG
136
Embree Financial Group
Illinois
$304K – – –
WPW
137
Waldron Private Wealth
Pennsylvania
$303K – – –
CAG
138
Crestwood Advisors Group
Massachusetts
$298K +$9.81K +99 +3%
AAS
139
Avantax Advisory Services
Texas
$297K +$63.3K +639 +27%
Corient Private Wealth
140
Corient Private Wealth
Florida
$296K +$62.5K +630 +27%
VPP
141
Vertex Planning Partners
Illinois
$287K – – –
BWM
142
Benchmark Wealth Management
Connecticut
$287K -$8.42K -85 -3%
EH
143
Equitable Holdings
New York
$286K +$33.6K +339 +13%
NW
144
NewEdge Wealth
Pennsylvania
$280K -$2.38K -24 -0.8%
IWM
145
IHT Wealth Management
Illinois
$278K -$9.91K -100 -3%
NA
146
NewEdge Advisors
Louisiana
$269K +$64K +646 +31%
TPCW
147
TD Private Client Wealth
New York
$269K -$2.78K -28 -1%
SPC
148
Sigma Planning Corp
Michigan
$257K -$20.3K -205 -7%
VP
149
Verum Partners
North Carolina
$255K -$595 -6 -0.2%
AWS
150
Atria Wealth Solutions
New York
$255K -$583K -5,864 -70%
4 5
6
7 8