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

232 hedge funds and large institutions have $873M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
57
Reduced
68
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$12.9M
2
FF
2
Francis Financial
$7.09M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
ECM
4
Evergreen Capital Management
Washington
$4.77M
5
SIA
5
Soltis Investment Advisors
Utah
$23.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.6M
2
ES
2
Eagle Strategies
New York
$0
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
Wells Fargo
4
Wells Fargo
California
$17.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
201
Lowe Wealth Advisors
Maryland
$28.5K +$28.5K +288 New
GWM
202
Geneos Wealth Management
Colorado
$27.8K – – –
JWA
203
JFS Wealth Advisors
Pennsylvania
$26.2K – – –
PMFA
204
Plante Moran Financial Advisors
Michigan
$24.4K -$5.95K -60 -20%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$23.6K – – –
Russell Investments Group
206
Russell Investments Group
United Kingdom
$23.2K -$16.1K -162 -41%
SAM
207
Smartleaf Asset Management
Massachusetts
$22.5K +$22.5K +226 New
RCM
208
Raleigh Capital Management
North Carolina
$20K +$20K +202 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$19.1K – – –
Amundi
211
Amundi
France
$18.8K – – –
S
212
SignatureFD
Georgia
$15.3K – – –
RWMG
213
Redwood Wealth Management Group
New Jersey
$14.9K +$14.9K +150 New
BAM
214
Bellevue Asset Management
Washington
$14.9K – – –
CAM
215
Creekmur Asset Management
Illinois
$14.8K – – –
HFS
216
Hantz Financial Services
Michigan
$14K +$14K +144 New
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K – – –
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$12.8K – – –
CSB
219
City State Bank
Iowa
$9.91K – – –
TCG
220
Transcendent Capital Group
Oklahoma
$8.7K – – –
DJSG
221
D.J. St. Germain
Massachusetts
$8.13K -$3.96K -40 -33%
ATPW
222
Ashton Thomas Private Wealth
Arizona
$7.93K +$7.93K +80 New
PA
223
Parallel Advisors
California
$7.73K – – –
GIA
224
GHP Investment Advisors
Colorado
$5.65K – – –
KFI
225
Key Financial Inc
Pennsylvania
$5.65K – – –
7 8
9
10 11