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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 %
DWT
151
Dorsey & Whitney Trust
South Dakota
$365K 3,460 – –
GAM
152
Gotham Asset Management
New York
$362K 3,435 – –
1SB
153
1ST Source Bank
Indiana
$359K 3,404 – –
FTUS
154
Flow Traders U.S.
New York
$358K 3,394 +3,394 New
SIC
155
Samalin Investment Counsel
New York
$352K 3,337 +3,337 New
KSWA
156
Kathleen S. Wright Associates
Pennsylvania
$349K 3,309 +17 +0.5%
CWM
157
Centricity Wealth Management
Ohio
$344K 3,258 +3,258 New
RWRC
158
R.W. Roge & Company
New York
$342K 3,247 – –
SMA
159
Sage Mountain Advisors
Georgia
$340K 3,226 – –
CAG
160
Crestwood Advisors Group
Massachusetts
$339K 3,215 +212 +7%
PA
161
Pinnacle Associates
New York
$331K 3,141 +25 +0.8%
EFG
162
Embree Financial Group
Illinois
$326K 3,095 +22 +0.7%
WPW
163
Waldron Private Wealth
Pennsylvania
$321K 3,044 – –
MWM
164
Mascagni Wealth Management
Mississippi
$320K 3,243 +3,243 New
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$314K 2,975 -584 -16%
TPCW
166
TD Private Client Wealth
New York
$313K 2,962 +83 +3%
VPP
167
Vertex Planning Partners
Illinois
$306K 2,900 – –
EFA
168
Evernest Financial Advisors
Indiana
$304K 2,885 -306 -10%
PS
169
Principal Securities
Iowa
$302K 2,863 – –
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$302K 2,860 – –
NW
171
NewEdge Wealth
Pennsylvania
$298K 2,826 – –
BWM
172
Benchmark Wealth Management
Connecticut
$297K 2,818 +40 +1%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$282K 2,669 -68 -2%
WWA
174
Wealth Watch Advisors
Colorado
$280K 2,658 +2,658 New
EH
175
Equitable Holdings
New York
$280K 2,656 +137 +5%
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7
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