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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.

New
Increased
Maintained
Reduced
Closed
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 %
PMFA
176
Plante Moran Financial Advisors
Michigan
$21.8K -$3.54K -40 -14%
Amundi
177
Amundi
France
$16.9K – – –
BWS
178
Buck Wealth Strategies
Colorado
$16.1K – – –
S
179
SignatureFD
Georgia
$13.6K – – –
BAM
180
Bellevue Asset Management
Washington
$13.3K – – –
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K – – –
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$11.1K -$2.39K -27 -18%
GWMIA
183
Global Wealth Management Investment Advisory
Florida
$10.5K +$10.5K +119 New
CSB
184
City State Bank
Iowa
$9K -$9K -100 -50%
PA
185
Parallel Advisors
California
$6.91K – – –
CFGS
186
Concourse Financial Group Securities
Alabama
$6.75K – – –
TRCT
187
Tower Research Capital (TRC)
New York
$6.2K +$4.87K +55 +367%
NA
188
NewEdge Advisors
Louisiana
$6.02K – – –
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$5.31K -$81.5K -920 -94%
KFI
190
Key Financial Inc
Pennsylvania
$5.05K +$5.05K +57 New
FFA
191
Farther Finance Advisors
California
$4.25K – – –
AssetMark Inc
192
AssetMark Inc
California
$3.45K +$2.39K +27 +225%
FRA
193
Front Row Advisors
California
$3K – – –
AWM
194
Atticus Wealth Management
Florida
$1.59K – – –
GIA
195
GHP Investment Advisors
Colorado
$1.44K – – –
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$178 – – –
SW
197
SVB Wealth
Massachusetts
– -$1.77M -20,901 Closed
SS
198
Simplicity Solutions
Minnesota
– -$1.56M -18,473 Closed
BFG
199
Bleakley Financial Group
New Jersey
– -$1.56M -18,473 Closed
IC
200
IEQ Capital
California
– -$633K -7,476 Closed
5 6 7
8
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