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

198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$73.2M
2
PFO
2
Pathstone Family Office
New Jersey
$8.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.09M
4
LPL Financial
4
LPL Financial
California
$26.4M
5
Truist Financial
5
Truist Financial
North Carolina
$1.77M

Top Sellers

1
KHLMVGHM
1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.1M
2
MIH
2
Meitav Investment House
Israel
$20.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
176
Halpern Financial
Virginia
$26.7K – – –
JWA
177
JFS Wealth Advisors
Pennsylvania
$22.3K – – –
PMFA
178
Plante Moran Financial Advisors
Michigan
$20.8K – – –
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$17K -$16.8K -200 -50%
Amundi
180
Amundi
France
$15.7K – – –
BWS
181
Buck Wealth Strategies
Colorado
$15.4K – – –
PTC
182
Private Trust Company
Ohio
$13.3K +$13.3K +157 New
S
183
SignatureFD
Georgia
$13K – – –
BAM
184
Bellevue Asset Management
Washington
$12.7K – – –
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K – – –
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$10K -$417 -5 -4%
CSB
187
City State Bank
Iowa
$8K – – –
PA
188
Parallel Advisors
California
$6.59K – – –
CFGS
189
Concourse Financial Group Securities
Alabama
$6.44K – – –
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$5.07K – – –
KFI
191
Key Financial Inc
Pennsylvania
$4.82K – – –
FFA
192
Farther Finance Advisors
California
$4.06K – – –
FRA
193
Front Row Advisors
California
$2.54K – – –
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$2.2K -$7.86K -93 -78%
AWM
195
Atticus Wealth Management
Florida
$1.52K – – –
GIA
196
GHP Investment Advisors
Colorado
$1.32K – – –
MIM
197
Macroview Investment Management
Maryland
$339 +$339 +4 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$182 – – –
V
199
Veritable
Delaware
– -$9.39M -106,002 Closed
SLF
200
Sun Life Financial
Ontario, Canada
– -$2.79M -31,558 Closed
5 6 7
8
9