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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.

New
Increased
Maintained
Reduced
Closed
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 %
EWM
201
Evermay Wealth Management
Virginia
$109K +$422 +4 +0.4%
OIA
202
Optimum Investment Advisors
Illinois
$106K – – –
FWM
203
FSA Wealth Management
Massachusetts
$99.3K +$99.3K +941 New
BC
204
Barrett & Company
Rhode Island
$97.5K – – –
CT
205
Colonial Trust
South Carolina
$92.8K – – –
TLA
206
Tanglewood Legacy Advisors
Texas
$86.8K – – –
GWM
207
Geneos Wealth Management
Colorado
$81.5K +$52K +492 +176%
EWA
208
EverSource Wealth Advisors
Alabama
$80.2K – – –
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$73K +$73K +680 New
MWA
210
Moser Wealth Advisors
Washington
$66.7K -$13.2K -125 -17%
SPIA
211
Steward Partners Investment Advisory
New York
$65K – – –
AWM
212
Avior Wealth Management
Nebraska
$64.4K -$14K -132 -18%
HCP
213
Hexagon Capital Partners
Arkansas
$63.4K -$137K -1,300 -68%
BWL
214
Bogart Wealth LLC
Virginia
$59.9K – – –
TRCT
215
Tower Research Capital (TRC)
New York
$58.1K +$58.1K +550 New
QCG
216
Quadrant Capital Group
Ohio
$51.2K – – –
ADL
217
Asset Dedication LLC
California
$42.3K – – –
BlackRock
218
BlackRock
New York
$42.3K – – –
FIA
219
FNY Investment Advisers
New York
$42K +$42K +400 New
BTI
220
Blue Trust Inc
Georgia
$34.5K -$11.1K -112 -24%
HF
221
Halpern Financial
Virginia
$33.1K – – –
FFA
222
Farther Finance Advisors
California
$32.2K – – –
Jones Financial Companies
223
Jones Financial Companies
Missouri
$31.6K – – –
CFGS
224
Concourse Financial Group Securities
Alabama
$31.2K – – –
Russell Investments Group
225
Russell Investments Group
United Kingdom
$31.1K +$6.34K +60 +26%
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9
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