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

180 hedge funds and large institutions have $671M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
67
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.1M
2
MWM
2
MinichMacGregor Wealth Management
New York
$6.48M
3
Bank of America
3
Bank of America
North Carolina
$37.7M
4
CIC
4
Cornercap Investment Counsel
Georgia
$4.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$68.1M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$22.7M
2
FTS
2
Fifth Third Securities
Ohio
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VF
4
Virtu Financial
New York
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$111M 610,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$68.1M 374,541 +15,988 +4%
Bank of America
3
Bank of America
North Carolina
$37.7M 207,127 +27,532 +15%
B
4
Bridgeworth
Alabama
$35.3M 194,004 +10,810 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.4M 189,177 -2,396 -1%
UBS Group
6
UBS Group
Switzerland
$26.6M 146,357 +4,729 +3%
LPL Financial
7
LPL Financial
California
$26.6M 146,142 +1,331 +0.9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$24.1M 132,698 +125,475 +1,737%
MIH
9
Meitav Investment House
Israel
$22.7M 124,696 -19,273 -13%
Wells Fargo
10
Wells Fargo
California
$18.7M 102,806 +795 +0.8%
KHLMVGHM
11
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.4M 90,960 – –
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$16.2M 88,975 +1,829 +2%
SI
13
Stephens Inc
Arkansas
$14.5M 79,742 +3,386 +4%
TCBWMS
14
Texas Capital Bank Wealth Management Services
Texas
$11.4M 62,736 -395 -0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$11.2M 61,496 -3,091 -5%
RJA
16
Raymond James & Associates
Florida
$10.9M 59,850 +2,839 +5%
V
17
Veritable
Delaware
$9.14M 50,264 -21 -0%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.93M 43,645 +3,015 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.69M 42,320 -557 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.55M 41,517 +2,527 +6%
MWM
21
MinichMacGregor Wealth Management
New York
$6.48M 35,629 +35,629 New
CIC
22
Cornercap Investment Counsel
Georgia
$4.84M 26,641 +26,641 New
PFM
23
Phillips Financial Management
Indiana
$4.7M 25,827 +1,818 +8%
GA
24
Gateway Advisory
New Jersey
$4.3M 23,647 -352 -1%
PAG
25
Private Advisor Group
New Jersey
$4.26M 23,425 +2,027 +9%
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