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

270 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
270
Holders Change
+21
Holders Change %
+8.43%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
44
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K

Top Buyers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$38.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$30.8M
3
AF
3
Allworth Financial
California
$18.4M
4
HFS
4
Hantz Financial Services
Michigan
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$78.7M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$240K
2
PF
2
Phoenix Financial
Israel
$4.96M
3
SIA
3
Soltis Investment Advisors
Utah
$16.5M
4
NCFG
4
New Century Financial Group
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$550K 5,214 +1,891 +57%
FHA
127
Flagship Harbor Advisors
Massachusetts
$540K 5,119 +7 +0.1%
US Bancorp
128
US Bancorp
Minnesota
$534K 5,059 +1,179 +30%
AF
129
Affiance Financial
Minnesota
$531K 5,030 – –
AAS
130
Ameritas Advisory Services
Nebraska
$515K 4,881 +854 +21%
CPIG
131
Chicago Partners Investment Group
Illinois
$510K 4,792 +1,174 +32%
SWP
132
Stratos Wealth Partners
Ohio
$494K 4,679 +2,702 +137%
AT
133
American Trust
Kentucky
$493K 4,677 +4,677 New
CFS
134
CRA Financial Services
New Jersey
$488K 4,628 – –
AF
135
Advisornet Financial
Minnesota
$482K 4,571 +928 +25%
SCM
136
Stordahl Capital Management
Colorado
$476K 4,515 +33 +0.7%
Renaissance Technologies
137
Renaissance Technologies
New York
$475K 4,500 +4,500 New
RDIA
138
RE Dickinson Investment Advisors
Iowa
$466K 442 +442 New
TWA
139
Tandem Wealth Advisors
Arizona
$459K 4,355 +4,355 New
1WM
140
1900 Wealth Management
Texas
$454K 4,308 – –
NA
141
NewEdge Advisors
Louisiana
$398K 3,777 +887 +31%
Northern Trust
142
Northern Trust
Illinois
$398K 3,775 -75 -2%
TIAA Trust, National Association
143
TIAA Trust, National Association
North Carolina
$396K 3,758 -308 -8%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$386K 3,662 -199 -5%
DAS
145
Diversify Advisory Services
Utah
$375K 3,576 +1,636 +84%
TFS
146
Thoroughbred Financial Services
Tennessee
$372K 3,531 +117 +3%
IAA
147
Independent Advisor Alliance
North Carolina
$372K 3,526 +3,526 New
CA
148
CGN Advisors
Kansas
$368K 3,492 +1,027 +42%
BPA
149
Beacon Pointe Advisors
California
$368K 3,487 +3,487 New
Corient Private Wealth
150
Corient Private Wealth
Florida
$368K 3,486 -891 -20%
4 5
6
7 8