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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 %
NL
176
NWAM LLC
Washington
$274K 2,600 – –
VP
177
Verum Partners
North Carolina
$274K 2,595 +16 +0.6%
TC
178
TownSquare Capital
Utah
$272K 2,582 +2,582 New
CAL
179
Capital Analysts LLC
Pennsylvania
$267K 2,531 +1,120 +79%
HTHT
180
Hemenway Trust Hemenway Trust
New Hampshire
$263K 2,492 – –
OFG
181
Opulen Financial Group
Virginia
$263K 2,492 +2,492 New
Bank of New York Mellon
182
Bank of New York Mellon
New York
$258K 2,443 +303 +14%
CAM
183
Cozad Asset Management
Illinois
$252K 2,386 – –
BIM
184
Bridges Investment Management
Nebraska
$250K 2,370 – –
CWM
185
Chemistry Wealth Management
New York
$250K 2,370 – –
Comerica Bank
186
Comerica Bank
Texas
$247K 2,342 -18 -0.8%
AFP
187
Alpha Financial Partners
Kentucky
$247K 2,337 +2,337 New
AWS
188
Atria Wealth Solutions
New York
$240K 2,271 -42,930 -95%
JIC
189
Joel Isaacson & Co
New York
$239K 2,268 +15 +0.7%
KG
190
Kieckhefer Group
Wisconsin
$238K 2,260 +2,260 New
CCIA
191
Cherry Creek Investment Advisors
Colorado
$236K 2,240 -41 -2%
VFA
192
Valeo Financial Advisors
Indiana
$233K 2,213 +2,213 New
4WM
193
49 Wealth Management
Texas
$229K 2,168 – –
VR
194
Valued Retirements
Texas
$228K 2,158 – –
EB
195
Eastern Bank
Massachusetts
$227K 2,151 – –
AssetMark Inc
196
AssetMark Inc
California
$225K 2,133 +2,007 +1,593%
AWA
197
Arkadios Wealth Advisors
Georgia
$224K 2,124 – –
Betterment LLC
198
Betterment LLC
New York
$223K 2,117 +2,117 New
SFG
199
Snider Financial Group
Washington
$220K 2,089 +2,089 New
BA
200
Bristlecone Advisors
Washington
$217K 2,058 – –
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