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

221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$209M
2
Bank of America
Bank of America
North Carolina
$94.1M
3
Northern Trust
Northern Trust
Illinois
$6.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.1M
5
GA
Gateway Advisory
New Jersey
$3.02M

Top Sellers

1
MIH
Meitav Investment House
Israel
$19.1M
2
Stifel Financial
Stifel Financial
Missouri
$4.76M
3
MML Investors Services
MML Investors Services
Massachusetts
$3.07M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
151
NWAM LLC
Washington
$244K – – –
GVAG
152
Great Valley Advisor Group
Delaware
$242K +$242K +2,580 New
CA
153
CGN Advisors
Kansas
$242K -$51.8K -551 -18%
CCIA
154
Cherry Creek Investment Advisors
Colorado
$235K +$235K +2,502 New
EH
155
Equitable Holdings
New York
$232K +$232K +2,473 New
CAM
156
Cozad Asset Management
Illinois
$224K – – –
AAS
157
Avantax Advisory Services
Texas
$222K -$97.2K -1,034 -30%
PS
158
Principal Securities
Iowa
$220K +$220K +2,343 New
Corient Private Wealth
159
Corient Private Wealth
Florida
$218K -$8.83K -94 -4%
4WM
160
49 Wealth Management
Texas
$204K +$204K +2,168 New
VR
161
Valued Retirements
Texas
$203K +$203K +2,158 New
RA
162
Rockingstone Advisors
Massachusetts
$201K +$201K +2,140 New
NS
163
NBC Securities
Alabama
$184K +$562 +6 +0.3%
HCP
164
Hexagon Capital Partners
Arkansas
$179K – – –
FBC
165
Fairfield, Bush & Co
Connecticut
$177K +$177K +1,880 New
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$162K +$45.4K +483 +39%
CAL
167
Capital Analysts LLC
Pennsylvania
$134K -$12.4K -132 -8%
GRP
168
Global Retirement Partners
California
$133K +$23.1K +252 +21%
ASN
169
Advisory Services Network
Georgia
$130K +$130K +1,388 New
AF
170
Advisornet Financial
Minnesota
$125K +$33.1K +352 +36%
RAM
171
Ramirez Asset Management
New York
$120K – – –
WT
172
Washington Trust
Rhode Island
$113K – – –
BC
173
Barrett & Company
Rhode Island
$99K -$1.41K -15 -1%
EWM
174
Evermay Wealth Management
Virginia
$96.4K +$751 +8 +0.8%
IA
175
IFP Advisors
Florida
$95.8K -$117K -1,250 -55%
5 6
7
8 9