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

195 hedge funds and large institutions have $730M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
57
Reduced
52
Closed
13
Calls
$195K
Puts
$988K
Net Calls
-$793K
Net Calls Change
-$287K

Top Buyers

1
WAM
1
WNY Asset Management
New York
$16.3M
2
ONB
2
Old National Bancorp
Indiana
$8.61M
3
SIA
3
Soltis Investment Advisors
Utah
$18.2M
4
MCM
4
Manchester Capital Management
Vermont
$3.16M
5
RJA
5
Raymond James & Associates
Florida
$13.7M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$319K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.97M
3
PF
3
Phoenix Financial
Israel
$4.2M
4
SW
4
SVB Wealth
Massachusetts
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$105K – – –
BC
152
Barrett & Company
Rhode Island
$94.6K – – –
ACA
153
Atlas Capital Advisors
Wyoming
$91.2K -$354 -4 -0.4%
EWM
154
Evermay Wealth Management
Virginia
$89.8K – – –
OIA
155
Optimum Investment Advisors
Illinois
$88.6K – – –
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$86.8K -$9.03K -102 -9%
BBHC
157
Brown Brothers Harriman & Co
New York
$84.1K +$84.1K +950 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$79.2K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$77.6K -$15.4K -174 -17%
CT
160
Colonial Trust
South Carolina
$77.4K +$53.2K +605 +220%
TLA
161
Tanglewood Legacy Advisors
Texas
$72.8K – – –
MWA
162
Moser Wealth Advisors
Washington
$66.9K +$66.9K +756 New
AWM
163
Avior Wealth Management
Nebraska
$65.9K – – –
CFFP
164
Center for Financial Planning
Michigan
$44.6K +$44.6K +504 New
TPCW
165
TD Private Client Wealth
New York
$42.6K +$13K +147 +44%
PIAS
166
PCA Investment Advisory Services
Ohio
$38.8K +$38.8K +438 New
SPIA
167
Steward Partners Investment Advisory
New York
$37.5K – – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
BlackRock
169
BlackRock
New York
$35.4K – – –
William Blair & Company
170
William Blair & Company
Illinois
$35.4K – – –
AF
171
Advisornet Financial
Minnesota
$33.8K – – –
GWM
172
Geneos Wealth Management
Colorado
$30.7K +$5.93K +67 +24%
TWC
173
TD Waterhouse Canada
Ontario, Canada
$29.7K -$95.8K -1,079 -76%
HF
174
Halpern Financial
Virginia
$28K -$8.86K -100 -24%
JWA
175
JFS Wealth Advisors
Pennsylvania
$23.4K – – –
5 6
7
8 9