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

191 hedge funds and large institutions have $686M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 160 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
160
Reduced
8
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$83M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
GC
5
Gratus Capital
Georgia
$26.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
PA
3
PFG Advisors
Arizona
$391K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$189K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$88.9K 1,050 +525 +100%
ACA
152
Atlas Capital Advisors
Wyoming
$87.6K 1,034 +494 +91%
EWM
153
Evermay Wealth Management
Virginia
$85.9K 1,015 -1,374 -58%
OIA
154
Optimum Investment Advisors
Illinois
$84.7K 1,000 +500 +100%
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$83K 980 +491 +100%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$75.7K 894 +444 +99%
TLA
157
Tanglewood Legacy Advisors
Texas
$69.6K 822 +411 +100%
AWM
158
Avior Wealth Management
Nebraska
$63K 743 +372 +100%
AAS
159
Ameritas Advisory Services
Nebraska
$41.2K 488 +488 New
SPIA
160
Steward Partners Investment Advisory
New York
$35.9K 424 +212 +100%
HF
161
Halpern Financial
Virginia
$35.2K 416 +208 +100%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$34K 402 +301 +298%
BlackRock
163
BlackRock
New York
$33.9K 400 +192 +92%
William Blair & Company
164
William Blair & Company
Illinois
$33.9K 400 +200 +100%
AF
165
Advisornet Financial
Minnesota
$32.3K 381 +190 +99%
TPCW
166
TD Private Client Wealth
New York
$28.3K 334 +172 +106%
BAM
167
Belpointe Asset Management
Nevada
$24.6K 290 +117 +68%
PMFA
168
Plante Moran Financial Advisors
Michigan
$24.2K 286 +163 +133%
GWM
169
Geneos Wealth Management
Colorado
$23.7K 280 +140 +100%
CT
170
Colonial Trust
South Carolina
$22.9K 275 -165 -38%
JWA
171
JFS Wealth Advisors
Pennsylvania
$22.4K 264 +264 New
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K 248 +82 +49%
CSB
173
City State Bank
Iowa
$17K 200 +100 +100%
Amundi
174
Amundi
France
$15.7K 190 +95 +100%
BWS
175
Buck Wealth Strategies
Colorado
$15.4K 182 +182 New
5 6
7
8 9