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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 %
HSA
201
HBK Sorce Advisory
Pennsylvania
$214K 2,030 – –
STA
202
Smith Thornton Advisors
Alabama
$211K 2,000 – –
HighTower Advisors
203
HighTower Advisors
Illinois
$208K 1,974 +1,974 New
Luther King Capital Management (LKCM)
204
Luther King Capital Management (LKCM)
Texas
– – – –
AWAP
205
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K 1,968 – –
GRP
206
Global Retirement Partners
California
$205K 1,947 +848 +77%
CWC
207
Carolinas Wealth Consulting
North Carolina
$205K 1,946 – –
PI
208
Pachira Investments
California
$202K 1,915 +1,915 New
LWM
209
LJI Wealth Management
Indiana
$200K 1,900 – –
RAM
210
Ramirez Asset Management
New York
$135K 1,280 – –
IA
211
IFP Advisors
Florida
$127K 1,206 – –
WT
212
Washington Trust
Rhode Island
$127K 1,200 – –
PB
213
Pinnacle Bancorp
Nebraska
$117K 1,105 -12 -1%
EWM
214
Evermay Wealth Management
Virginia
$110K 1,039 +7 +0.7%
ACA
215
Atlas Capital Advisors
Wyoming
$109K 1,032 -34 -3%
OIA
216
Optimum Investment Advisors
Illinois
$106K 1,000 – –
IBOK
217
Independence Bank of Kentucky
Kentucky
$100K 948 +948 New
FWM
218
FSA Wealth Management
Massachusetts
$99.9K 947 +6 +0.6%
BC
219
Barrett & Company
Rhode Island
$97.4K 923 – –
CT
220
Colonial Trust
South Carolina
$92.7K 880 – –
TLA
221
Tanglewood Legacy Advisors
Texas
$86.7K 822 – –
GWM
222
Geneos Wealth Management
Colorado
$81.4K 772 – –
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$71.7K 680 – –
MWA
224
Moser Wealth Advisors
Washington
$66.6K 631 – –
FFA
225
Farther Finance Advisors
California
$65.2K 618 +313 +103%
7 8
9
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