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

191 hedge funds and large institutions have $686M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 160 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
160
Reduced
8
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.4M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$83M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
GC
5
Gratus Capital
Georgia
$26.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
PA
3
PFG Advisors
Arizona
$391K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$189K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$83M 980,000 +370,000 +61%
Morgan Stanley
2
Morgan Stanley
New York
$70.4M 830,828 +420,994 +103%
Bank of America
3
Bank of America
North Carolina
$52.4M 618,655 +336,700 +119%
UBS Group
4
UBS Group
Switzerland
$34.2M 403,746 +259,548 +180%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.5M 313,240 +155,021 +98%
GC
6
Gratus Capital
Georgia
$26.2M 309,790 +228,097 +279%
MIH
7
Meitav Investment House
Israel
$25.7M 303,394 +152,567 +101%
LPL Financial
8
LPL Financial
California
$25.3M 298,296 +145,392 +95%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$25M 294,718 +190,610 +183%
Wells Fargo
10
Wells Fargo
California
$17.7M 209,212 +112,956 +117%
SIA
11
Soltis Investment Advisors
Utah
$15.5M 182,501 +182,501 New
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15.2M 181,920 +90,960 +100%
B
13
Bridgeworth
Alabama
$12.6M 148,902 +70,294 +89%
RJA
14
Raymond James & Associates
Florida
$12M 142,093 +76,372 +116%
CAN
15
Cetera Advisor Networks
California
$11.2M 131,880 +64,300 +95%
WAM
16
WNY Asset Management
New York
$10.6M 125,371 +61,927 +98%
MML Investors Services
17
MML Investors Services
Massachusetts
$10.5M 123,983 +96,519 +351%
DADC
18
D.A. Davidson & Co
Montana
$9.22M 108,917 +60,671 +126%
TCBWMS
19
Texas Capital Bank Wealth Management Services
Texas
$9.01M 106,388 +48,526 +84%
V
20
Veritable
Delaware
$8.98M 106,002 +52,759 +99%
Osaic Holdings
21
Osaic Holdings
Arizona
$8.87M 104,781 +39,986 +62%
US Bancorp
22
US Bancorp
Minnesota
$8.69M 102,634 +100,863 +5,695%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.07M 83,505 +38,860 +87%
PF
24
Phoenix Financial
Israel
$6.43M 75,962 +75,962 New
ONB
25
Old National Bancorp
Indiana
$6.1M 72,020 +46,720 +185%
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