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

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
33
Increased
83
Reduced
60
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$370K

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$12.7M
2
FF
2
Francis Financial
$14.4M
3
Bank of America
3
Bank of America
North Carolina
$131M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$44.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$18.2M
2
WAM
2
WNY Asset Management
New York
$14.2M
3
1IA
3
1834 Investment Advisors
Wisconsin
$2.5M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$6.9M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
126
1900 Wealth Management
Texas
$455K – – –
TIAA Trust, National Association
127
TIAA Trust, National Association
North Carolina
$429K – – –
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$429K -$886K -8,385 -67%
AAS
129
Ameritas Advisory Services
Nebraska
$425K +$155K +1,469 +57%
US Bancorp
130
US Bancorp
Minnesota
$410K – – –
Baird Financial Group
131
Baird Financial Group
Wisconsin
$408K +$38.9K +368 +11%
Northern Trust
132
Northern Trust
Illinois
$407K -$35.5K -336 -8%
AAS
133
Avantax Advisory Services
Texas
$401K +$83.9K +794 +26%
AF
134
Advisornet Financial
Minnesota
$385K +$12.6K +119 +3%
CPIG
135
Chicago Partners Investment Group
Illinois
$382K -$14.5K -137 -4%
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$376K +$1.37K +13 +0.4%
DWT
137
Dorsey & Whitney Trust
South Dakota
$365K – – –
GAM
138
Gotham Asset Management
New York
$363K +$363K +3,435 New
TFS
139
Thoroughbred Financial Services
Tennessee
$360K +$27.6K +262 +8%
1SB
140
1ST Source Bank
Indiana
$360K – – –
MGIA
141
Moneta Group Investment Advisors
Missouri
$351K -$165K -1,561 -32%
KSWA
142
Kathleen S. Wright Associates
Pennsylvania
$348K +$845 +8 +0.2%
SIM
143
Stratos Investment Management
Ohio
$346K +$346K +3,271 New
RWRC
144
R.W. Roge & Company
New York
$342K -$95.2K -904 -22%
SMA
145
Sage Mountain Advisors
Georgia
$341K – – –
Prudential Financial
146
Prudential Financial
New Jersey
$339K +$339K +3,213 New
EFA
147
Evernest Financial Advisors
Indiana
$337K +$337K +3,191 New
EFG
148
Embree Financial Group
Illinois
$325K +$1.16K +11 +0.4%
WPW
149
Waldron Private Wealth
Pennsylvania
$323K – – –
CAG
150
Crestwood Advisors Group
Massachusetts
$317K – – –
4 5
6
7 8