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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.

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 %
VPP
151
Vertex Planning Partners
Illinois
$306K – – –
NA
152
NewEdge Advisors
Louisiana
$305K +$18.6K +176 +6%
TPCW
153
TD Private Client Wealth
New York
$304K +$17.6K +167 +6%
PS
154
Principal Securities
Iowa
$302K -$28.7K -272 -9%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$302K +$288K +2,731 +2,117%
NW
156
NewEdge Wealth
Pennsylvania
$299K – – –
BWM
157
Benchmark Wealth Management
Connecticut
$293K -$12.7K -120 -4%
PA
158
Pinnacle Associates
New York
$293K -$2.35K -25 -0.8%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$289K +$289K +2,737 New
NL
160
NWAM LLC
Washington
$275K +$275K +2,600 New
VP
161
Verum Partners
North Carolina
$272K +$845 +8 +0.3%
EH
162
Equitable Holdings
New York
$266K -$38.4K -364 -13%
HTHT
163
Hemenway Trust Hemenway Trust
New Hampshire
$263K +$263K +2,492 New
CA
164
CGN Advisors
Kansas
$260K -$4.86K -46 -2%
CAM
165
Cozad Asset Management
Illinois
$252K – – –
CWM
166
Chemistry Wealth Management
New York
$250K – – –
BIM
167
Bridges Investment Management
Nebraska
$250K – – –
Comerica Bank
168
Comerica Bank
Texas
$249K -$19.6K -186 -7%
CCIA
169
Cherry Creek Investment Advisors
Colorado
$241K +$634 +6 +0.3%
IWM
170
IHT Wealth Management
Illinois
$239K -$57.3K -542 -19%
JIC
171
Joel Isaacson & Co
New York
$238K +$238K +2,253 New
4WM
172
49 Wealth Management
Texas
$229K – – –
VR
173
Valued Retirements
Texas
$228K – – –
EB
174
Eastern Bank
Massachusetts
$227K +$227K +2,151 New
Bank of New York Mellon
175
Bank of New York Mellon
New York
$226K +$226K +2,140 New
5 6
7
8 9