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

174 hedge funds and large institutions have $561M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
52
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bridgeworth
Alabama
$36.1M
2
Barclays
2
Barclays
United Kingdom
$7.43M
3
Bank of America
3
Bank of America
North Carolina
$37.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.5M
5
Wells Fargo
5
Wells Fargo
California
$16.2M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$669K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.3M
3
EH
3
Equitable Holdings
New York
$287K
4
CT
4
Coastline Trust
Rhode Island
$1.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$90.6M 610,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$61.5M 414,058 +18,906 +5%
Bank of America
3
Bank of America
North Carolina
$37.9M 255,356 +31,374 +14%
B
4
Bridgeworth
Alabama
$36.1M 242,778 +56,114 +30%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.3M 163,380 -6,986 -4%
MIH
6
Meitav Investment House
Israel
$22.7M 150,827 – –
LPL Financial
7
LPL Financial
California
$22.4M 150,846 +5,363 +4%
UBS Group
8
UBS Group
Switzerland
$18.7M 126,076 +6,833 +6%
Wells Fargo
9
Wells Fargo
California
$16.2M 109,158 +13,013 +14%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$15.2M 102,594 +7,594 +8%
KHLMVGHM
11
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.7M 90,960 – –
SI
12
Stephens Inc
Arkansas
$12.9M 87,035 -220 -0.3%
RJA
13
Raymond James & Associates
Florida
$8.75M 58,898 -2,819 -5%
TCBWMS
14
Texas Capital Bank Wealth Management Services
Texas
$8.61M 57,922 -1,596 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.5M 50,449 -2,878 -5%
Barclays
16
Barclays
United Kingdom
$7.43M 50,000 +49,800 +24,900%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.24M 48,736 +1,551 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.67M 44,852 +1,952 +5%
V
19
Veritable
Delaware
$6.43M 43,295 +4,935 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.97M 33,420 -2,129 -6%
KHLMTHM
21
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.09M 27,239 – –
BWIA
22
Bryant Woods Investment Advisors
New York
$3.95M 26,589 +3,627 +16%
PFM
23
Phillips Financial Management
Indiana
$3.83M 25,790 -37 -0.1%
Ameriprise
24
Ameriprise
Minnesota
$3.77M 25,399 +764 +3%
PAG
25
Private Advisor Group
New Jersey
$3.61M 24,262 +651 +3%
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