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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 %
AWA
176
Arkadios Wealth Advisors
Georgia
$224K – – –
BA
177
Bristlecone Advisors
Washington
$217K – – –
HA
178
HFG Advisors
Ohio
$215K – – –
HSA
179
HBK Sorce Advisory
Pennsylvania
$214K – – –
STA
180
Smith Thornton Advisors
Alabama
$211K +$211K +2,000 New
SWP
181
Stratos Wealth Partners
Ohio
$209K +$209K +1,977 New
Luther King Capital Management (LKCM)
182
Luther King Capital Management (LKCM)
Texas
$208K – – –
MFG
183
Merit Financial Group
Georgia
$208K +$208K +1,969 New
AWAP
184
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K +$208K +1,968 New
SPC
185
Sigma Planning Corp
Michigan
$207K -$66.8K -632 -24%
CWC
186
Carolinas Wealth Consulting
North Carolina
$206K – – –
DAS
187
Diversify Advisory Services
Utah
$206K +$206K +1,940 New
OIA
188
OneDigital Investment Advisors
Kansas
$205K +$205K +1,940 New
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$205K +$205K +1,938 New
LWM
190
LJI Wealth Management
Indiana
$201K +$201K +1,900 New
NS
191
NBC Securities
Alabama
$171K +$211 +2 +0.1%
AF
192
Allworth Financial
California
$170K – – –
CAL
193
Capital Analysts LLC
Pennsylvania
$149K +$634 +6 +0.4%
RAM
194
Ramirez Asset Management
New York
$135K – – –
IA
195
IFP Advisors
Florida
$127K – – –
WT
196
Washington Trust
Rhode Island
$127K – – –
PB
197
Pinnacle Bancorp
Nebraska
$118K +$5.28K +50 +5%
GJWM
198
Gilliland Jeter Wealth Management
Arkansas
$117K – – –
GRP
199
Global Retirement Partners
California
$116K +$423 +4 +0.4%
ACA
200
Atlas Capital Advisors
Wyoming
$113K -$22.6K -214 -17%
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8
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